FIRST TR EXCHNG TRADED FD VIII FT VEST UQ 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | 0.2% | 0.21% | #20 | $18.7M | 400,877 | $17.3M | 398,260 | +2,617+0.66% | Add | |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 3.29% | 3.41% | #2 | $13.3M | 284,386 | $12.4M | 286,176 | -1,790-0.63% | Reduce | |
| REAP Financial Group, LLC | 1.72% | 1.89% | #5 | $10.0M | 215,278 | $9.6M | 220,497 | -5,219-2.37% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #93 | $9.9M | 211,243 | $6.5M | 149,759 | +61,484+41.06% | Add | |
| Wood Tarver Financial Group, LLC | 1.95% | 2.86% | #3 | $8.3M | 176,850 | $10.4M | 238,486 | -61,636-25.84% | Reduce | |
| Per Stirling Capital Management, LLC. | 0.63% | 0.65% | #7 | $6.7M | 143,115 | $5.9M | 136,131 | +6,984+5.13% | Add | |
| Mutual Advisors, LLC | 0.12% | 0.13% | #30 | $6.5M | 138,512 | $6.3M | 144,343 | -5,831-4.04% | Reduce | |
| LCNB CORP | 1.75% | 1.86% | #4 | $5.7M | 122,306 | $5.5M | 127,140 | -4,834-3.80% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | — | #100 | $5.4M | 115,578 | $0 | 0 | +115,578 | New Buy | |
| WINNACLE WEALTH LLC | 3.48% | 3.79% | #1 | $5.1M | 109,598 | $4.9M | 113,260 | -3,662-3.23% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #76 | $4.9M | 104,915 | $4.8M | 109,476 | -4,561-4.17% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #96 | $4.6M | 97,756 | $2.2M | 51,254 | +46,502+90.73% | Add | |
| MML INVESTORS SERVICES, LLC | 0.01% | 0.01% | #72 | $4.5M | 96,432 | $3.8M | 87,045 | +9,387+10.78% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #79 | $4.5M | 96,080 | $5.4M | 123,585 | -27,505-22.26% | Reduce | |
| Foguth Wealth Management, LLC. | 0.48% | 0.5% | #8 | $4.2M | 90,264 | $4.3M | 91,409 | -1,145-1.25% | Reduce | |
| MONEY CONCEPTS CAPITAL CORP | 0.2% | 0.21% | #23 | $4.2M | 90,348 | $3.8M | 87,811 | +2,537+2.89% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #84 | $4.1M | 88,410 | $3.4M | 78,645 | +9,765+12.42% | Add | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.2% | 0.19% | #19 | $3.9M | 83,678 | $3.3M | 74,384 | +9,294+12.49% | Add | |
| Kestra Advisory Services, LLC | 0.01% | 0.01% | #66 | $3.2M | 69,503 | $3.4M | 77,996 | -8,493-10.89% | Reduce | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #86 | $3.1M | 66,064 | $3.2M | 72,877 | -6,813-9.35% | Reduce | |
| HARBOUR INVESTMENTS, INC. | 0.04% | 0.05% | #49 | $3.0M | 63,933 | $3.0M | 69,287 | -5,354-7.73% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #97 | $2.6M | 54,888 | $4.1M | 93,409 | -38,521-41.24% | Reduce | |
| NewEdge Wealth, LLC | 0.02% | 0.03% | #55 | $2.4M | 52,196 | $2.3M | 52,196 | 00.00% | Unchanged | |
| Commonwealth Financial Services, LLC | 0.29% | 0.37% | #14 | $2.2M | 46,400 | $2.3M | 53,354 | -6,954-13.03% | Reduce | |
| Bluespring Wealth Management, LLC | 0.04% | — | #48 | $2.2M | 46,330 | $0 | 0 | +46,330 | New Buy | |
| IFP Advisors, Inc | 0.04% | 0.04% | #50 | $2.0M | 42,495 | $2.0M | 45,062 | -2,567-5.70% | Reduce | |
| SMART Wealth LLC | 0.39% | 0.41% | #10 | $1.8M | 38,853 | $1.4M | 32,375 | +6,478+20.01% | Add | |
| MGO ONE SEVEN LLC | 0.03% | 0.03% | #53 | $1.7M | 36,779 | $1.6M | 36,779 | 00.00% | Unchanged | |
| StoneX Group Inc. | 0.06% | 0.08% | #38 | $1.6M | 33,905 | $1.4M | 33,263 | +642+1.93% | Add | |
| Castleview Partners, LLC | 0.66% | 0.73% | #6 | $1.5M | 32,290 | $1.4M | 32,848 | -558-1.70% | Reduce | |
| Brookstone Capital Management | 0.02% | 0.02% | #63 | $1.5M | 32,200 | $1.4M | 32,200 | 00.00% | Unchanged | |
| &PARTNERS | 0.01% | 0.01% | #78 | $1.3M | 27,548 | $1.2M | 27,548 | 00.00% | Unchanged | |
| Harvest Investment Services, LLC | 0.2% | 0.22% | #22 | $1.3M | 27,438 | $1.2M | 27,438 | 00.00% | Unchanged | |
| Sequent Planning LLC | 0.26% | 1.23% | #16 | $1.2M | 26,314 | $5.1M | 116,972 | -90,658-77.50% | Reduce | |
| Kovack Advisors, Inc. | 0.06% | 0.06% | #41 | $1.2M | 25,945 | $1.2M | 26,675 | -730-2.74% | Reduce | |
| McKinley Carter Wealth Services, Inc. | 0.06% | 0.06% | #40 | $1.1M | 24,416 | $1.1M | 24,416 | 00.00% | Unchanged | |
| 1ST SOURCE BANK | 0.05% | 0.08% | #45 | $1.1M | 24,343 | $1.5M | 33,562 | -9,219-27.47% | Reduce | |
| Ritter Daniher Financial Advisory LLC / DE | 0.16% | 0.38% | #25 | $1.1M | 23,165 | $2.2M | 51,265 | -28,100-54.81% | Reduce | |
| Ignite Planners, LLC | 0.13% | 0.14% | #28 | $972,205 | 20,827 | $904,564 | 20,829 | -2-0.01% | Reduce | |
| Icon Wealth Advisors, LLC | 0.06% | 0.06% | #42 | $962,984 | 20,629 | $938,086 | 20,633 | -4-0.02% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #105 | $934,959 | 20,098 | $668,295 | 15,615 | +4,483+28.71% | Add | |
| TOUNJIAN ADVISORY PARTNERS, LLC | 0.36% | — | #13 | $838,233 | 17,957 | $0 | 0 | +17,957 | New Buy | |
| LifeWealth Investments, LLC | 0.22% | 0.24% | #18 | $834,498 | 17,877 | $793,692 | 18,276 | -399-2.18% | Reduce | |
| BEACON FINANCIAL GROUP | 0.07% | 0.08% | #36 | $820,821 | 17,584 | $763,640 | 17,584 | 00.00% | Unchanged | |
| Integrity Financial Corp /WA | 0.39% | 0.42% | #11 | $812,422 | 17,404 | $852,193 | 19,623 | -2,219-11.31% | Reduce | |
| IHT Wealth Management, LLC | 0.02% | 0.02% | #60 | $808,918 | 17,329 | $752,566 | 17,329 | 00.00% | Unchanged | |
| Madrona Financial Services, LLC | 0.15% | 0.16% | #26 | $804,670 | 17,238 | $748,614 | 17,238 | 00.00% | Unchanged | |
| First Heartland Consultants, Inc. | 0.05% | 0.06% | #46 | $772,927 | 16,558 | $719,082 | 16,558 | 00.00% | Unchanged | |
| EVOLUTION WEALTH MANAGEMENT INC. | 0.44% | 0.51% | #9 | $741,652 | 15,888 | $693,634 | 15,972 | -84-0.53% | Reduce | |
| Spectrum Asset Management, Inc. (NB/CA) | 0.2% | 0.21% | #21 | $721,673 | 15,460 | $671,399 | 15,460 | 00.00% | Unchanged |