FIRST TRUST EXCHANGE-TRADED FUND VIII - CRPT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 2,678,665 | 41,733 | 0.6% | 0.37% | 1 | +338,165 | 14.45% | Q3 2026 | Oct 08, 2026 |
| Mattson Financial Services, LLC | History | No change | 338,697 | 3,955 | 0.83% | 0.83% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | No change | 313,948 | 3,566 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 151,505 | 2,360 | 1.03% | 0.78% | 4 | -9,807 | -6.08% | Q3 2026 | Nov 04, 2026 |
| Cetera Investment Advisers | History | No change | 171,850 | 1,952 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 123,941 | 1,930 | 0.34% | 0.24% | 6 | +6,922 | 5.92% | Q3 2026 | Oct 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 83,620 | 1,303 | 0.0% | 0.0% | 7 | -39,794 | -32.24% | Q3 2026 | Nov 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 110,278 | 1,252 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Paladin Wealth, LLC | History | Added to | 61,931 | 964 | 0.52% | 0.29% | 9 | +17,867 | 40.55% | Q3 2026 | Oct 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 54,317 | 846 | 0.0% | 0.0% | 10 | -2,755 | -4.83% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 72,857 | 827 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 65,894 | 757 | 0.25% | 0.25% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 65,842 | 747 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 61,088 | 693 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 41,304 | 662 | 0.15% | 0.11% | 15 | -1,468 | -3.43% | Q3 2026 | Oct 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 37,413 | 583 | 0.01% | 0.01% | 16 | +2,427 | 6.94% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,177 | 548 | 0.0% | 0.0% | 18 | +21,229 | 152.2% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 48,297 | 548 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 47,386 | 538 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 44,231 | 502 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 42,243 | 479 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 41,524 | 471 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 39,659 | 450 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 23,196 | 340 | 0.0% | — | 24 | +23,196 | New | Q3 2026 | Oct 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,050 | 327 | 0.0% | 0.0% | 25 | +1,790 | 9.29% | Q3 2026 | Oct 30, 2026 |
| Sigma Planning Corp | History | Added to | 20,151 | 313 | 0.01% | 0.01% | 26 | +59 | 0.29% | Q3 2026 | Oct 23, 2026 |
| Brown Financial Advisors | History | No change | 26,174 | 297 | 0.1% | 0.1% | 27 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,782 | 292 | 0.01% | 0.0% | 28 | +1,550 | 8.99% | Q3 2026 | Nov 02, 2026 |
| Advisor OS, LLC | History | No change | 18,006 | 280 | 0.02% | 0.01% | 29 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,586 | 267 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 14,369 | 223 | 0.01% | 0.01% | 31 | -10,774 | -42.85% | Q3 2026 | Oct 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 13,395 | 208 | 0.0% | — | 32 | +13,395 | New | Q3 2026 | Oct 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 18,006 | 204 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centric Wealth Management | History | No change | 12,820 | 197 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nilsine Partners, LLC | History | No change | 11,225 | 174 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 10,548 | 164 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,211 | 161 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sherman Asset Management, Inc. | History | No change | 9,627 | 149 | 0.11% | 0.08% | 38 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Western Wealth Management, LLC | History | No change | 12,520 | 142 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 12,388 | 140 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,595 | 132 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,442 | 129 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 7,769 | 121 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | New | 7,400 | 115 | 0.02% | — | 44 | +7,400 | New | Q3 2026 | Nov 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,567 | 63 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 4,500 | 51 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFC Planning, Inc. | History | No change | 2,512 | 28 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Manchester Capital Management LLC | History | No change | 740 | 11 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MORGAN STANLEY | History | No change | 929 | 10 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 737 | 8 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 562 | 6 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| TD Waterhouse Canada Inc. | History | New | 325 | 5 | 0.0% | — | 53 | +325 | New | Q3 2026 | Oct 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 345 | 5 | 0.0% | 0.0% | 52 | +8 | 2.37% | Q3 2026 | Oct 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 404 | 4 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 313 | 4 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 204 | 3 | 0.0% | — | 59 | +204 | New | Q3 2026 | Oct 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 282 | 3 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 338 | 3 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 248 | 3 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 192 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 80 | 1 | 0.0% | — | 61 | +40 | 100.0% | Q3 2026 | Oct 22, 2026 |
| Wagner Wealth Management, LLC | History | No change | 103 | 1 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,777 | -100.0% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -404 | -100.0% | Q3 2026 | Oct 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 50 | 0 | — | 0.0% | — | -200 | -80.0% | Q3 2026 | Nov 04, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 60 | 0 | — | — | — | +37 | 160.87% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |