FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 7.34% | 7.93% | #1 | $29.6M | 589,876 | $28.9M | 619,238 | -29,362-4.74% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #78 | $13.7M | 273,960 | $10.1M | 216,928 | +57,032+26.29% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #79 | $11.9M | 237,543 | $11.3M | 240,772 | -3,229-1.34% | Reduce | |
| Bluespring Wealth Management, LLC | 0.2% | — | #22 | $10.2M | 203,612 | $0 | 0 | +203,612 | New Buy | |
| Decker Wealth Management LLC | 1.75% | 2.16% | #3 | $8.2M | 163,972 | $9.5M | 203,351 | -39,379-19.37% | Reduce | |
| Commonwealth Financial Services, LLC | 0.97% | 1.11% | #7 | $7.3M | 144,633 | $7.0M | 150,483 | -5,850-3.89% | Reduce | |
| Ignite Planners, LLC | 0.97% | 1.03% | #8 | $7.1M | 141,107 | $6.7M | 142,611 | -1,504-1.05% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #69 | $6.7M | 134,564 | $6.9M | 147,121 | -12,557-8.54% | Reduce | |
| TRUIST FINANCIAL CORP | 0.01% | 0.01% | #68 | $6.7M | 133,976 | $6.6M | 140,458 | -6,482-4.61% | Reduce | |
| WINNACLE WEALTH LLC | 3.56% | 3.89% | #2 | $5.2M | 104,449 | $5.0M | 107,967 | -3,518-3.26% | Reduce | |
| Ritter Daniher Financial Advisory LLC / DE | 0.78% | 0.87% | #11 | $5.1M | 101,806 | $5.1M | 109,498 | -7,692-7.02% | Reduce | |
| REAP Financial Group, LLC | 0.83% | 0.99% | #9 | $4.8M | 96,489 | $5.0M | 107,210 | -10,721-10.00% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #97 | $4.5M | 89,771 | $3.4M | 73,660 | +16,111+21.87% | Add | |
| Foguth Wealth Management, LLC. | 0.49% | 0.51% | #14 | $4.3M | 86,157 | $4.4M | 87,640 | -1,483-1.69% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #75 | $4.2M | 84,669 | $4.4M | 94,288 | -9,619-10.20% | Reduce | |
| Kestra Advisory Services, LLC | 0.01% | 0.02% | #62 | $4.1M | 82,023 | $5.9M | 125,315 | -43,292-34.55% | Reduce | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.2% | 0.37% | #21 | $3.9M | 77,473 | $6.6M | 137,691 | -60,218-43.73% | Reduce | |
| LifeWealth Investments, LLC | 0.98% | 1.03% | #6 | $3.7M | 73,130 | $3.4M | 73,517 | -387-0.53% | Reduce | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.78% | 0.82% | #10 | $2.9M | 58,637 | $2.8M | 59,351 | -714-1.20% | Reduce | |
| Wood Tarver Financial Group, LLC | 0.63% | 0.69% | #12 | $2.7M | 53,580 | $2.5M | 53,671 | -91-0.17% | Reduce | |
| Nova Wealth Management, Inc. | 1.47% | 1.72% | #4 | $2.7M | 52,997 | $2.6M | 56,388 | -3,391-6.01% | Reduce | |
| Ameritas Advisory Services, LLC | 0.04% | 0.03% | #41 | $1.9M | 37,261 | $697,080 | 14,914 | +22,347+149.84% | Add | |
| HARBOUR INVESTMENTS, INC. | 0.02% | 0.03% | #46 | $1.9M | 36,996 | $1.7M | 35,782 | +1,214+3.39% | Add | |
| SMART Wealth LLC | 0.39% | 0.41% | #15 | $1.8M | 36,052 | $1.4M | 30,150 | +5,902+19.58% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #87 | $1.7M | 34,770 | $1.7M | 35,932 | -1,162-3.23% | Reduce | |
| Spire Wealth Management | 0.04% | 0.06% | #39 | $1.5M | 29,040 | $1.7M | 36,966 | -7,926-21.44% | Reduce | |
| Kovack Advisors, Inc. | 0.07% | 0.07% | #33 | $1.4M | 27,620 | $1.3M | 27,174 | +446+1.64% | Add | |
| Mission Financial Group, LLC | 1.07% | 1.23% | #5 | $1.3M | 25,680 | $1.3M | 27,780 | -2,100-7.56% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #113 | $1.2M | 24,706 | $1.0M | 22,177 | +2,529+11.40% | Add | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #84 | $1.2M | 23,397 | $926,013 | 19,812 | +3,585+18.10% | Add | |
| Hartford Financial Management Inc. | 0.26% | 0.28% | #19 | $1.2M | 23,332 | $1.1M | 23,841 | -509-2.13% | Reduce | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #91 | $1.2M | 22,952 | $1.1M | 22,523 | +429+1.90% | Add | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | 0.06% | #36 | $1.1M | 22,576 | $1.1M | 22,576 | 00.00% | Unchanged | |
| Ferguson Shapiro LLC | 0.3% | 0.34% | #18 | $1.0M | 20,741 | $1.1M | 24,143 | -3,402-14.09% | Reduce | |
| Falcon Wealth Planning | 0.06% | 0.06% | #34 | $1.0M | 20,373 | $952,234 | 20,373 | 00.00% | Unchanged | |
| SAGESPRING WEALTH PARTNERS, LLC | 0.02% | 0.02% | #57 | $979,883 | 19,541 | $913,954 | 19,554 | -13-0.07% | Reduce | |
| Gaddis Premier Wealth Advisors LLC | 0.54% | 0.64% | #13 | $886,764 | 17,684 | $867,681 | 18,564 | -880-4.74% | Reduce | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #101 | $880,145 | 17,552 | $820,380 | 17,552 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | — | #114 | $866,524 | 17,304 | $0 | 0 | +17,304 | New Buy | |
| Claro Advisors Inc. | 0.09% | 0.1% | #27 | $862,846 | 17,207 | $845,200 | 18,083 | -876-4.84% | Reduce | |
| IFP Advisors, Inc | 0.02% | 0.02% | #56 | $858,282 | 17,116 | $817,109 | 17,482 | -366-2.09% | Reduce | |
| CreativeOne Wealth, LLC | 0.02% | 0.02% | #52 | $831,455 | 16,581 | $808,602 | 17,300 | -719-4.16% | Reduce | |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | 0.09% | #30 | $809,691 | 16,147 | $871,000 | 18,635 | -2,488-13.35% | Reduce | |
| Integrity Financial Corp /WA | 0.39% | 0.38% | #16 | $809,491 | 16,143 | $756,767 | 16,191 | -48-0.30% | Reduce | |
| &PARTNERS | <0.01% | <0.01% | #81 | $769,776 | 15,351 | $717,506 | 15,351 | 00.00% | Unchanged | |
| StoneX Group Inc. | 0.03% | 0.04% | #43 | $746,181 | 14,887 | $747,887 | 16,001 | -1,114-6.96% | Reduce | |
| Tanglewood Legacy Advisors, LLC | 0.21% | 0.22% | #20 | $654,291 | 13,048 | $609,863 | 13,048 | 00.00% | Unchanged | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #89 | $618,839 | 12,341 | $587,802 | 12,576 | -235-1.87% | Reduce | |
| RFG Advisory, LLC | 0.01% | 0.01% | #67 | $613,925 | 12,243 | $526,620 | 11,267 | +976+8.66% | Add | |
| Mutual Advisors, LLC | 0.01% | 0.01% | #65 | $589,204 | 11,750 | $568,499 | 12,163 | -413-3.40% | Reduce |