FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQTY QURTRLY 2.5 TO 15 BUFF E · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | 4.88% | — | #1 | $75.1M | 2.1M | $0 | 0 | +2.1M | New Buy | |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.09% | 0.15% | #7 | $5.6M | 152,069 | $4.8M | 143,783 | +8,286+5.76% | Add | |
| Farther Finance Advisors, LLC | 0.04% | — | #13 | $5.3M | 146,020 | $0 | 0 | +146,020 | New Buy | |
| SMART Wealth LLC | 1.1% | 1.55% | #2 | $5.1M | 139,786 | $5.3M | 156,939 | -17,153-10.93% | Reduce | |
| Gallagher Fiduciary Advisors, LLC | 0.14% | — | #5 | $4.9M | 133,557 | $0 | 0 | +133,557 | New Buy | |
| Atria Investments, Inc | 0.05% | — | #12 | $4.7M | 129,739 | $0 | 0 | +129,739 | New Buy | |
| Arkadios Wealth Advisors | 0.06% | — | #9 | $3.9M | 105,356 | $0 | 0 | +105,356 | New Buy | |
| Cetera Investment Advisers | <0.01% | <0.01% | #20 | $2.4M | 65,087 | $376,250 | 11,188 | +53,899+481.76% | Add | |
| Maia Wealth LLC | 0.33% | 0.35% | #4 | $2.2M | 61,161 | $2.1M | 62,172 | -1,011-1.63% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #27 | $1.7M | 45,353 | $2.5M | 74,156 | -28,803-38.84% | Reduce | |
| Capital Investment Advisory Services, LLC | 0.08% | 0.09% | #8 | $1.4M | 37,201 | $1.3M | 37,201 | 00.00% | Unchanged | |
| Sigma Planning Corp | 0.03% | 0.03% | #14 | $1.2M | 33,942 | $1.2M | 35,302 | -1,360-3.85% | Reduce | |
| OLD MISSION CAPITAL LLC | 0.01% | 0.01% | #15 | $706,405 | 19,318 | $346,218 | 10,295 | +9,023+87.64% | Add | |
| Investors Portfolio Services LLC | 0.33% | 15.61% | #3 | $434,602 | 11,885 | $16.8M | 500,724 | -488,839-97.63% | Reduce | |
| US BANCORP \DE\ | <0.01% | — | #25 | $412,734 | 11,287 | $0 | 0 | +11,287 | New Buy | |
| HRT FINANCIAL LP | <0.01% | — | #23 | $341,245 | 9,332 | $0 | 0 | +9,332 | New Buy | |
| Cambridge Advisors Inc. | 0.05% | 0.06% | #10 | $318,756 | 8,717 | $293,151 | 8,717 | 00.00% | Unchanged | |
| Arax Advisory Partners | <0.01% | 0.01% | #21 | $303,508 | 8,300 | $258,950 | 7,700 | +600+7.79% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #28 | $301,935 | 8,257 | $339,997 | 10,110 | -1,853-18.33% | Reduce | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #24 | $301,935 | 8,257 | $339,997 | 10,110 | -1,853-18.33% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | — | #30 | $278,569 | 7,618 | $0 | 0 | +7,618 | New Buy | |
| Snowden Capital Advisors LLC | 0.01% | 0.01% | #17 | $259,627 | 7,100 | $228,683 | 6,800 | +300+4.41% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #29 | $248,657 | 6,800 | $228,683 | 6,800 | 00.00% | Unchanged | |
| Optivise Advisory Services LLC | 0.1% | — | #6 | $205,372 | 5,616 | $0 | 0 | +5,616 | New Buy | |
| N.E.W. Advisory Services LLC | 0.01% | 0.01% | #18 | $80,448 | 2,200 | $67,260 | 2,000 | +200+10.00% | Add | |
| Godfrey Financial Associates, Inc. | 0.05% | 0.05% | #11 | $69,478 | 1,900 | $63,897 | 1,900 | 00.00% | Unchanged | |
| AE Wealth Management LLC | <0.01% | <0.01% | #26 | $54,265 | 1,484 | $24,516 | 729 | +755+103.57% | Add | |
| BARCLAYS PLC | <0.01% | <0.01% | #31 | $49,585 | 1,356 | $45,602 | 1,356 | 00.00% | Unchanged | |
| HAZLETT, BURT & WATSON, INC. | <0.01% | <0.01% | #19 | $15,907 | 435 | $15,000 | 435 | 00.00% | Unchanged | |
| Noble Wealth Management PBC | 0.01% | 0.01% | #16 | $14,627 | 400 | $13,452 | 400 | 00.00% | Unchanged | |
| Triumph Capital Management | <0.01% | <0.01% | #22 | $7,313 | 200 | $6,726 | 200 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | <0.01% | — | #32 | $4,790 | 131 | $0 | 0 | +131 | New Buy |