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FT Vest INT EQ Modt ETF-June (YJUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares171,215 from 169,766
Change+1,449 (+1%)
Value$4.6M (+$49.1K)
Filed 2026-11-02
Maltin Wealth Management, Inc.
DECREASED
Shares160,652 from 160,766
Change-114 (0%)
Value$4.3M (+$6.6K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares158,505 from 139,674
Change+18,831 (+13%)
Value$4.3M (+$514.0K)
Filed 2026-11-02
Grant Street Asset Management, Inc.
DECREASED
Shares111,846 from 111,886
Change-40 (0%)
Value$3.0M (+$5.6K)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares110,940 from 110,940
Change0 (0%)
Value$3.0M (+$6.7K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares98,771 from 103,308
Change-4,537 (-4%)
Value$2.7M (-$115.7K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares89,653 from 61,055
Change+28,598 (+47%)
Value$2.4M (+$771.8K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares72,005 from 42,984
Change+29,021 (+68%)
Value$1.9M (+$782.1K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares51,633 from 51,633
Change0 (0%)
Value$322.8K (-$4.2K)
Filed 2026-10-13
Cypress Wealth Services, LLC
UNCHANGED
Shares47,519 from 47,519
Change0 (0%)
Value$1.3M (+$1.7K)
Filed 2026-10-21
Ignite Planners, LLC
INCREASED
Shares44,787 from 43,637
Change+1,150 (+3%)
Value$1.2M (+$33.5K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares43,253 from 48,400
Change-5,147 (-11%)
Value$1.2M (-$135.3K)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares39,564 from 39,564
Change0 (0%)
Value$1.1M (-$3.7K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares32,091 from 23,973
Change+8,118 (+34%)
Value$862.0K (+$220.0K)
Filed 2026-10-26
Oppenheimer & Co Inc
DECREASED
Shares25,017 from 25,139
Change-122 (0%)
Value$672.0K (-$1.8K)
Filed 2026-10-26
Diligent Investors, LLC
INCREASED
Shares22,400 from 21,400
Change+1,000 (+5%)
Value$601.7K (+$28.1K)
Filed 2026-10-21
Visionary Wealth Advisors
UNCHANGED
Shares17,908 from 17,908
Change0 (0%)
Value$481.0K (+$1.1K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares15,702 from 15,702
Change0 (0%)
Value$421.8K (+$942)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares15,520 from 15,520
Change0 (0%)
Value$416.9K (+$932)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares15,508 from 15,638
Change-130 (-1%)
Value$416.5K (-$2.6K)
Filed 2026-10-23
BFI Wealth Solutions, LLC
DECREASED
Shares13,916 from 13,939
Change-23 (0%)
Value$373.8K (+$219)
Filed 2026-10-16
Winnacle Wealth LLC
DECREASED
Shares10,699 from 11,966
Change-1,267 (-11%)
Value$287.4K (-$33.3K)
Filed 2026-10-15
Luken Investment Analytics, LLC
INCREASED
Shares9,648 from 9,139
Change+509 (+6%)
Value$259.1K (+$14.2K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares8,700 from 7,950
Change+750 (+9%)
Value$233.7K (+$20.6K)
Filed 2026-10-27
Farther Finance Advisors, LLC
UNCHANGED
Shares8,507 from 8,507
Change0 (0%)
Value$228.5K (+$597)
Filed 2026-10-08
Grantvest Financial Group LLC
NEW
Shares8,368
Change+8,368
Value$224.8K
Filed 2026-10-21
Fragasso Financial Advisors Inc
NEW
Shares8,285
Change+8,285
Value$222.7K
Filed 2026-10-13
Capital Investment Advisory Services, LLC
DECREASED
Shares5,336 from 6,675
Change-1,339 (-20%)
Value$143.3K (-$35.6K)
Filed 2026-10-30
Noble Wealth Management PBC
INCREASED
Shares1,348 from 898
Change+450 (+50%)
Value$36.2K (+$12.1K)
Filed 2026-10-01
Fairman Group, LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$29.3K (+$65)
Filed 2026-10-26
Lanark Financial, Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$24.8K (+$56)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares609 from 632
Change-23 (-4%)
Value$16.4K (-$580)
Filed 2026-11-04
PNC Financial Services Group, Inc.
NEW
Shares300
Change+300
Value$8.1K
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
Prospera Financial Services Inc
CLOSED
Shares0 from 14,291
Change-14,291 (-100%)
Value$0 (-$383.0K)
Filed 2026-11-04
Decker Retirement Planning Inc.
CLOSED
Shares0 from 614
Change-614 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$7.9K)
Filed 2026-11-02
Cetera Investment Advisers
N/A
Shares— from 318,805
Change-318,805 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 286,708
Change-286,708 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 106,187
Change-106,187 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 87,809
Change-87,809 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 64,479
Change-64,479 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 64,440
Change-64,440 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 60,492
Change-60,492 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 37,844
Change-37,844 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 36,594
Change-36,594 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 36,487
Change-36,487 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 29,072
Change-29,072 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 27,791
Change-27,791 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 22,692
Change-22,692 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,868
Change-21,868 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 18,704
Change-18,704 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 18,621
Change-18,621 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,158
Change-16,158 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,423
Change-15,423 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 12,815
Change-12,815 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 11,104
Change-11,104 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,257
Change-10,257 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 9,959
Change-9,959 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,692
Change-9,692 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,924
Change-5,924 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 249
Change-249 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 67
Change-67 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED171,215169,766+1,449+1%$4.5M$4.6M+$49.1K2026-11-02
Maltin Wealth Management, Inc.
DECREASED160,652160,766-1140%$4.3M$4.3M+$6.6K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED158,505139,674+18,831+13%$3.7M$4.3M+$514.0K2026-11-02
Grant Street Asset Management, Inc.
DECREASED111,846111,886-400%$3.0M$3.0M+$5.6K2026-10-26
US Bancorp \de\
UNCHANGED110,940110,94000%$3.0M$3.0M+$6.7K2026-11-05
LPL Financial LLC
DECREASED98,771103,308-4,537-4%$2.8M$2.7M-$115.7K2026-11-06
Kestra Advisory Services, LLC
INCREASED89,65361,055+28,598+47%$1.6M$2.4M+$771.8K2026-11-02
Csenge Advisory Group
INCREASED72,00542,984+29,021+68%$1.2M$1.9M+$782.1K2026-11-04
Wealth Enhancement Advisory Services, LLC
UNCHANGED51,63351,63300%$327.0K$322.8K-$4.2K2026-10-13
Cypress Wealth Services, LLC
UNCHANGED47,51947,51900%$1.3M$1.3M+$1.7K2026-10-21
Ignite Planners, LLC
INCREASED44,78743,637+1,150+3%$1.2M$1.2M+$33.5K2026-10-14
IFP Advisors, Inc
DECREASED43,25348,400-5,147-11%$1.3M$1.2M-$135.3K2026-10-16
NorthCrest Asset Manangement, LLC
UNCHANGED39,56439,56400%$1.1M$1.1M-$3.7K2026-10-13
Park Avenue Securities LLC
INCREASED32,09123,973+8,118+34%$642.0K$862.0K+$220.0K2026-10-26
Oppenheimer & Co Inc
DECREASED25,01725,139-1220%$673.7K$672.0K-$1.8K2026-10-26
Diligent Investors, LLC
INCREASED22,40021,400+1,000+5%$573.5K$601.7K+$28.1K2026-10-21
Visionary Wealth Advisors
UNCHANGED17,90817,90800%$479.9K$481.0K+$1.1K2026-11-04
Avidian Wealth Enterprises, LLC
UNCHANGED15,70215,70200%$420.8K$421.8K+$9422026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED15,52015,52000%$415.9K$416.9K+$9322026-10-23
Kingswood Wealth Advisors, LLC
DECREASED15,50815,638-130-1%$419.1K$416.5K-$2.6K2026-10-23
BFI Wealth Solutions, LLC
DECREASED13,91613,939-230%$373.6K$373.8K+$2192026-10-16
Winnacle Wealth LLC
DECREASED10,69911,966-1,267-11%$320.7K$287.4K-$33.3K2026-10-15
Luken Investment Analytics, LLC
INCREASED9,6489,139+509+6%$244.9K$259.1K+$14.2K2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED8,7007,950+750+9%$213.1K$233.7K+$20.6K2026-10-27
Farther Finance Advisors, LLC
UNCHANGED8,5078,50700%$227.9K$228.5K+$5972026-10-08
Grantvest Financial Group LLC
NEW8,368—+8,368——$224.8K—2026-10-21
Fragasso Financial Advisors Inc
NEW8,285—+8,285——$222.7K—2026-10-13
Capital Investment Advisory Services, LLC
DECREASED5,3366,675-1,339-20%$178.9K$143.3K-$35.6K2026-10-30
Noble Wealth Management PBC
INCREASED1,348898+450+50%$24.1K$36.2K+$12.1K2026-10-01
Fairman Group, LLC
UNCHANGED1,0911,09100%$29.2K$29.3K+$652026-10-26
Lanark Financial, Inc.
UNCHANGED92592500%$24.8K$24.8K+$562026-10-26
Creative Financial Designs Inc
DECREASED609632-23-4%$16.9K$16.4K-$5802026-11-04
PNC Financial Services Group, Inc.
NEW300—+300——$8.1K—2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED717100%$2$2$02026-11-04
Prospera Financial Services Inc
CLOSED014,291-14,291-100%$383.0K$0-$383.0K2026-11-04
Decker Retirement Planning Inc.
CLOSED0614-614-100%$16.5K$0-$16.5K2026-10-19
International Assets Investment Management, LLC
CLOSED0295-295-100%$7.9K$0-$7.9K2026-11-02
Cetera Investment Advisers
N/A—318,805-318,805-100%$8.5M———
Raymond James Financial Inc
N/A—286,708-286,708-100%$7.7M———
Osaic Holdings, Inc.
N/A—106,187-106,187-100%$2.8M———
Sequent Planning LLC
N/A—87,809-87,809-100%$2.4M———
Susquehanna International Group, LLP
N/A—64,479-64,479-100%$1.7M———
Financial Engines Advisors L.L.C.
N/A—64,440-64,440-100%$1.7M———
Silver OAK Securities, Incorporated
N/A—60,492-60,492-100%$1.6M———
Main Street Financial Solutions, LLC
N/A—37,844-37,844-100%$1.0M———
Wealthgarden F.S. LLC
N/A—36,594-36,594-100%$980.7K———
Orion Porfolio Solutions, LLC
N/A—36,487-36,487-100%$977.9K———
Harbour Investments, Inc.
N/A—29,072-29,072-100%$779.1K———
Secured Retirement Advisors, LLC
N/A—27,791-27,791-100%$744.8K———
SOA Wealth Advisors, Llc.
N/A—22,692-22,692-100%$608.1K———
Envestnet Asset Management Inc
N/A—21,868-21,868-100%$586.1K———
EP Wealth Advisors, LLC
N/A—18,704-18,704-100%$501.3K———
Nvest Financial, LLC
N/A—18,621-18,621-100%$499.0K———
Kovack Advisors, Inc.
N/A—16,158-16,158-100%$432.3K———
Mariner, LLC
N/A—15,700-15,700-100%$420.8K———
Steward Partners Investment Advisory, LLC
N/A—15,423-15,423-100%$413.3K———
Fortress Private Ledger, LLC
N/A—12,815-12,815-100%$343.4K———
Prosperity Consulting Group, LLC
N/A—11,104-11,104-100%$297.6K———
OneDigital Investment Advisors LLC
N/A—10,300-10,300-100%$276.0K———
Kintra Wealth, LLC
N/A—10,257-10,257-100%$282.9K———
Integrity Financial Corp
N/A—9,959-9,959-100%$266.9K———
CreativeOne Wealth, LLC
N/A—9,692-9,692-100%$259.7K———
Arkadios Wealth Advisors
N/A—9,490-9,490-100%$254.3K———
Rockefeller Capital Management L.P.
N/A—8,240-8,240-100%$220.8K———
Ogorek Anthony Joseph
N/A—6,168-6,168-100%$165.0K———
Fiduciary Financial Advisors
N/A—5,924-5,924-100%$158.8K———
AE Wealth Management LLC
N/A—1,593-1,593-100%$42.7K———
Morgan Stanley
N/A—249-249-100%$6.7K———
BFC Planning, Inc.
N/A—169-169-100%$4.5K———
Park Square Financial Group, LLC
N/A—98-98-100%$2.6K———
JPMorgan Chase & Co
N/A—67-67-100%$1.8K———
Global Retirement Partners, LLC
N/A—53-53-100%$1.4K———
Smartleaf Asset Management LLC
N/A—8-8-100%$214———
Showing 73 of 73 institutions