FIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST U S EQUITY DEEP BUFFER ETF - APRIL · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #76 | $9.1M | 223,138 | $5.0M | 126,836 | +96,302+75.93% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #80 | $6.1M | 149,614 | $7.3M | 182,955 | -33,341-18.22% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #61 | $6.1M | 148,769 | $6.0M | 151,398 | -2,629-1.74% | Reduce | |
| Mutual Advisors, LLC | 0.1% | 0.11% | #27 | $5.2M | 126,662 | $5.1M | 129,176 | -2,514-1.95% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.01% | <0.01% | #65 | $5.1M | 125,321 | $3.3M | 83,837 | +41,484+49.48% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #70 | $4.3M | 105,832 | $3.2M | 79,310 | +26,522+33.44% | Add | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.19% | 0.18% | #17 | $3.8M | 92,085 | $3.2M | 81,251 | +10,834+13.33% | Add | |
| Bluespring Wealth Management, LLC | 0.07% | — | #33 | $3.6M | 87,170 | $0 | 0 | +87,170 | New Buy | |
| Tanglewood Legacy Advisors, LLC | 1.09% | 1.03% | #1 | $3.4M | 82,637 | $2.9M | 71,856 | +10,781+15.00% | Add | |
| HARBOUR INVESTMENTS, INC. | 0.04% | 0.04% | #39 | $2.9M | 72,060 | $2.3M | 58,763 | +13,297+22.63% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #91 | $2.7M | 66,774 | $1.2M | 30,502 | +36,272+118.92% | Add | |
| Wood Tarver Financial Group, LLC | 0.62% | 0.71% | #3 | $2.6M | 64,083 | $2.6M | 64,267 | -184-0.29% | Reduce | |
| REAP Financial Group, LLC | 0.36% | 0.31% | #10 | $2.1M | 51,066 | $1.6M | 39,466 | +11,600+29.39% | Add | |
| Kestra Advisory Services, LLC | 0.01% | 0.01% | #64 | $2.0M | 49,958 | $2.1M | 52,445 | -2,487-4.74% | Reduce | |
| Commonwealth Financial Services, LLC | 0.27% | 0.35% | #12 | $2.0M | 49,902 | $2.2M | 56,386 | -6,484-11.50% | Reduce | |
| Ritter Daniher Financial Advisory LLC / DE | 0.27% | — | #13 | $1.8M | 43,585 | $0 | 0 | +43,585 | New Buy | |
| SMART Wealth LLC | 0.38% | 0.41% | #7 | $1.8M | 43,392 | $1.4M | 35,629 | +7,763+21.79% | Add | |
| Kovack Advisors, Inc. | 0.08% | 0.04% | #28 | $1.7M | 42,771 | $798,219 | 20,052 | +22,719+113.30% | Add | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #73 | $1.7M | 42,514 | $1.3M | 32,773 | +9,741+29.72% | Add | |
| Prime Capital Investment Advisors, LLC | 0.01% | <0.01% | #51 | $1.5M | 36,969 | $210,553 | 5,295 | +31,674+598.19% | Add | |
| LCNB CORP | 0.43% | 0.4% | #6 | $1.4M | 34,219 | $1.2M | 29,869 | +4,350+14.56% | Add | |
| Spectrum Asset Management, Inc. (NB/CA) | 0.37% | 0.09% | #8 | $1.3M | 32,760 | $276,960 | 6,965 | +25,795+370.35% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #88 | $1.2M | 30,485 | $754,092 | 18,964 | +11,521+60.75% | Add | |
| Stratos Wealth Partners, LTD. | 0.01% | 0.01% | #57 | $1.1M | 28,116 | $1.2M | 29,551 | -1,435-4.86% | Reduce | |
| Sowell Financial Services LLC | 0.04% | 0.04% | #40 | $1.1M | 27,986 | $1.1M | 26,916 | +1,070+3.98% | Add | |
| Mission Financial Group, LLC | 0.84% | 0.9% | #2 | $1.0M | 24,786 | $969,403 | 24,638 | +148+0.60% | Add | |
| CFC Planning Co LLC | 0.55% | 0.6% | #4 | $937,869 | 22,942 | $837,239 | 21,055 | +1,887+8.96% | Add | |
| Cypress Wealth Services, LLC | 0.11% | — | #23 | $934,026 | 22,848 | $0 | 0 | +22,848 | New Buy | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #83 | $874,996 | 21,404 | $596,347 | 14,997 | +6,407+42.72% | Add | |
| JPMORGAN CHASE & CO | <0.01% | — | #96 | $867,351 | 21,279 | $0 | 0 | +21,279 | New Buy | |
| Climber Capital SA | 0.51% | — | #5 | $862,495 | 21,140 | $0 | 0 | +21,140 | New Buy | |
| Clear Creek Financial Management, LLC | 0.06% | 0.07% | #35 | $859,420 | 21,023 | $853,145 | 21,455 | -432-2.01% | Reduce | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #82 | $804,396 | 19,677 | $991,843 | 24,943 | -5,266-21.11% | Reduce | |
| 1ST SOURCE BANK | 0.04% | — | #41 | $774,880 | 18,955 | $0 | 0 | +18,955 | New Buy | |
| OLD MISSION CAPITAL LLC | 0.01% | — | #56 | $757,097 | 18,520 | $0 | 0 | +18,520 | New Buy | |
| Waverly Advisors, LLC | <0.01% | 0.01% | #68 | $755,708 | 18,486 | $735,085 | 18,486 | 00.00% | Unchanged | |
| Ameritas Advisory Services, LLC | 0.01% | 0.01% | #49 | $743,035 | 18,176 | $352,193 | 8,857 | +9,319+105.22% | Add | |
| Integrity Financial Corp /WA | 0.33% | 0.22% | #11 | $690,831 | 16,899 | $439,039 | 11,041 | +5,858+53.06% | Add | |
| CreativeOne Wealth, LLC | 0.01% | 0.01% | #53 | $615,081 | 15,046 | $449,298 | 11,299 | +3,747+33.16% | Add | |
| RFG Advisory, LLC | 0.01% | 0.01% | #59 | $599,587 | 14,667 | $532,326 | 13,387 | +1,280+9.56% | Add | |
| LifeWealth Investments, LLC | 0.16% | 0.21% | #19 | $591,411 | 14,467 | $700,410 | 17,614 | -3,147-17.87% | Reduce | |
| LVZ, Inc. | 0.06% | 0.02% | #34 | $551,880 | 13,500 | $208,365 | 5,240 | +8,260+157.63% | Add | |
| Barnes Wealth Management Group, Inc | 0.24% | 0.25% | #14 | $510,877 | 12,497 | $493,675 | 12,415 | +82+0.66% | Add | |
| UPTICK PARTNERS, LLC | 0.08% | — | #31 | $495,139 | 12,112 | $0 | 0 | +12,112 | New Buy | |
| Buck Wealth Strategies, LLC | 0.05% | 0.06% | #36 | $492,522 | 12,048 | $506,121 | 12,728 | -680-5.34% | Reduce | |
| Sanctuary Advisors, LLC | <0.01% | — | #75 | $491,173 | 12,015 | $0 | 0 | +12,015 | New Buy | |
| Sequent Planning LLC | 0.1% | — | #25 | $487,453 | 11,924 | $0 | 0 | +11,924 | New Buy | |
| TrueWealth Advisors, LLC | 0.1% | 0.11% | #26 | $450,416 | 11,018 | $438,124 | 11,018 | 00.00% | Unchanged | |
| Oakmont Advisory Group, LLC | 0.37% | — | #9 | $437,194 | 10,695 | $0 | 0 | +10,695 | New Buy | |
| CARY STREET PARTNERS FINANCIAL LLC | 0.01% | — | #60 | $426,631 | 10,436 | $0 | 0 | +10,436 | New Buy |