Who Owns FIRST TR EXCHANGE-TRADED FD VIII FT VEST INTL EQUITY MODERATE MARCH (YMAR)? -- Institutional Holders (2026-06-30)

75 institutions reported holding $84.6M of FIRST TR EXCHANGE-TRADED FD VIII FT VEST INTL EQUITY MODERATE MARCH (YMAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($10.8M), Modern Wealth Management, LLC ($10.4M), BIP Wealth, LLC ($8.9M), Spectrum Asset Management, Inc. (NB/CA) ($7.2M), RAYMOND JAMES FINANCIAL INC ($5.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$10.8M378,377Added
2Modern Wealth Management, LLC$10.4M362,437New
3BIP Wealth, LLC$8.9M308,886Added
4Spectrum Asset Management, Inc. (NB/CA)$7.2M252,509Added
5RAYMOND JAMES FINANCIAL INC$5.4M189,723Trimmed
6Legacy Capital Wealth Partners, LLC$4.6M162,062Added
7OGOREK ANTHONY JOSEPH /NY/ /ADV$4.4M153,873Trimmed
8Cetera Investment Advisers$3.3M114,004Added
9Cambridge Investment Research Advisors, Inc.$3.2M111,086Added
10OSAIC HOLDINGS, INC.$1.6M57,143Trimmed
11LM Advisors LLC$1.6M54,859Added
12LPL Financial LLC$1.4M47,184Trimmed
13Janney Montgomery Scott LLC$1.3M44,200Added
14SILVER OAK SECURITIES, INCORPORATED$1.2M41,581Added
15Visionary Wealth Advisors$1.2M40,201Trimmed
16Kestra Advisory Services, LLC$1.1M37,813Trimmed
17OLD MISSION CAPITAL LLC$986,78634,435Added
18Ifrah Financial Services, Inc.$896,28831,277Trimmed
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$874,48930,417Added
20SOA Wealth Advisors, LLC.$764,26926,670Added
21Main Street Financial Solutions, LLC$763,29526,636Hold
22Maia Wealth LLC$615,39821,475Trimmed
23Fragasso Financial Advisors Inc$583,67620,368Added
24Crusonia Wealth Advisors LLC$583,47520,361Hold
25Claro Advisors LLC$572,30119,971Trimmed

Source: SEC Form 13F filings · as of 2026-06-30