Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF include Perennial Investment Advisors, LLC, We Are One Seven, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, GGM Financials LLC, Defined Financial Planning LLC, Core Wealth Advisors, Inc., and Cornerstone Wealth Management, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,972 | 79 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 17,354 | 13.75 | 425 | 9.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,819 | 208 | ||||||
| 2025-07-23 | 13F | GGM Financials LLC | 16,198 | 430 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,131 | 667 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 659,729 | 32.17 | 17,437 | 40.98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 200,363 | 7.74 | 5,322 | 14.70 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 24,522 | 149.97 | 651 | 166.80 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 80,799 | 7.28 | 2,146 | 14.21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,251 | 232.76 | 139 | 256.41 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17,969 | 48.14 | 477 | 57.95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 721,868 | 535.98 | 19,173 | 577.22 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 41,916 | 16.54 | 1,113 | 24.08 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 275,408 | 4.12 | 7,315 | 10.83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13,188 | 45.71 | 358 | 62.27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 275,091 | 0.80 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 17,475 | 12.92 | 464 | 20.21 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 53,431 | 236.64 | 1,419 | 258.33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,146 | 14.91 | 110 | 22.22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,128,503 | 1.59 | 29,973 | 8.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27,671 | 8.92 | 735 | 15.96 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,361 | 6.51 | 275 | 13.64 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 418,721 | 34.43 | 11,121 | 43.11 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 702,397 | 4.40 | 18,656 | 11.13 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 103,704 | 42.44 | 2,754 | 51.65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 44,119 | 9.73 | 1,172 | 16.75 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 53,960 | 3.92 | 1,433 | 10.66 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 8,105 | 215 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,926 | 211 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 134,982 | 15.26 | 3,585 | 22.73 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 33,980 | 1.14 | 1 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 106,530 | 57.91 | 2,829 | 62.12 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 16,198 | 1.36 | 430 | 8.04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,066,365 | 2.80 | 214,243 | 9.43 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 41,511 | 4.89 | 1,107 | 14.83 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 16,779 | 15.46 | 452 | 24.86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,727 | 1.45 | 1 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 202,770 | 73.22 | 5,386 | 84.42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 36,385 | 25.46 | 966 | 33.61 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17,985 | 3.42 | 478 | 10.16 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 425,004 | 5.19 | 11,288 | 11.98 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 66,202 | 15.52 | 1,758 | 23.02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 53,075 | 20.77 | 1,410 | 25.69 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 36,581 | 2.24 | 972 | 8.86 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 174,066 | 9.40 | 4,679 | 17.86 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16,152 | 1.23 | 429 | 7.54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,756,473 | 6.87 | 46,652 | 13.77 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 106,530 | 39.09 | 2,829 | 48.12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83,669 | 1.02 | 2,222 | 7.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 538,025 | 106.35 | 14,290 | 119.66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 526,162 | 6.93 | 13,975 | 13.83 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,490,215 | 3.48 | 39,580 | 10.16 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 54,585 | 10.19 | 1,450 | 17.33 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 15,587 | 415 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33,913 | 901 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 221,781 | 5.49 | 5,891 | 12.30 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 391,090 | 0.04 | 10,387 | 6.50 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 569,210 | 17.00 | 15,118 | 24.56 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,135 | 5.08 | 269 | 12.08 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 86,687 | 21.81 | 2,302 | 29.69 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26,626 | 1.68 | 707 | 8.27 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 117,842 | 107.11 | 3,130 | 120.51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 426,708 | 5.96 | 11,333 | 12.80 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 16,280 | 432 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 22,791 | 605 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 738,615 | 4.35 | 19,588 | 10.26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,019,430 | 4.40 | 27,076 | 11.14 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 30,655 | 2.25 | 814 | 8.82 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 1,933,867 | 0.87 | 51,364 | 7.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,480,049 | 1.32 | 92,430 | 7.86 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 112,101 | 2,977 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,340 | 10.16 | 832 | 17.35 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23,246 | 2,052.41 | 617 | 2,273.08 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 633 | 8.21 | 17 | 14.29 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 117,378 | 8.37 | 3,118 | 15.36 |
