FIRST TRUST EXCHANGE-TRADED FUND VIII - CRPT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,928,427 | 28,945 | 0.46% | 0.58% | 1 | +358,844 | 22.86% | Q4 2025 | Jan 08, 2026 |
| Csenge Advisory Group | History | Added to | 412,014 | 6,184 | 0.28% | 0.22% | 2 | +208,020 | 101.97% | Q4 2025 | Feb 06, 2026 |
| Mattson Financial Services, LLC | History | Added to | 298,252 | 4,476 | 1.05% | 1.35% | 3 | +43,945 | 17.28% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 203,440 | 3,053 | 0.0% | 0.01% | 4 | +2,487 | 1.24% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 144,831 | 2,174 | 0.01% | 0.01% | 5 | +3,242 | 2.29% | Q4 2025 | Feb 05, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 111,737 | 1,460 | 0.56% | 0.94% | 6 | -812 | -0.72% | Q4 2025 | Feb 12, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 91,415 | 1,372 | 0.26% | 0.38% | 7 | +4,892 | 5.65% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 90,345 | 1,356 | 0.08% | 0.09% | 8 | +22,800 | 33.76% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 75,826 | 1,138 | 0.0% | 0.0% | 9 | +4,646 | 6.53% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 72,849 | 1,093 | 0.0% | 0.0% | 10 | -5,700 | -7.26% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 60,174 | 903 | 0.0% | 0.0% | 11 | +2,539 | 4.41% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 57,505 | 863 | 0.0% | — | 12 | +57,505 | New | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 54,794 | 822 | 0.01% | 0.01% | 13 | +8,617 | 18.66% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 51,958 | 779 | 0.0% | 0.0% | 14 | +7,927 | 18.0% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 50,739 | 777 | 0.05% | 0.08% | 15 | +3,420 | 7.23% | Q4 2025 | Jan 15, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 45,587 | 684 | 0.2% | 0.32% | 16 | -3,289 | -6.73% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 37,599 | 564 | 0.0% | 0.0% | 17 | -2,716 | -6.74% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 30,521 | 458 | 0.0% | 0.0% | 18 | +18,721 | 158.65% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 29,763 | 446 | 0.0% | 0.0% | 19 | +871 | 3.01% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 28,344 | 425 | 0.01% | 0.01% | 20 | -5,652 | -16.63% | Q4 2025 | Jan 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 26,460 | 397 | 0.01% | 0.02% | 21 | +1,333 | 5.31% | Q4 2025 | Feb 12, 2026 |
| Paladin Wealth, LLC | History | Added to | 25,798 | 387 | 0.26% | 0.19% | 22 | +13,858 | 116.06% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 25,679 | 385 | 0.0% | 0.0% | 23 | -727 | -2.75% | Q4 2025 | Mar 16, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 31,660 | 381 | 0.37% | — | 24 | +31,660 | New | Q4 2025 | Feb 13, 2026 |
| Centric Wealth Management | History | Reduced | 25,119 | 365 | 0.08% | 0.13% | 25 | -2,759 | -9.9% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 24,226 | 363 | 0.01% | — | 26 | +24,226 | New | Q4 2025 | Feb 09, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 23,394 | 351 | 0.03% | 0.03% | 27 | +6,516 | 38.61% | Q4 2025 | Jan 23, 2026 |
| Brown Financial Advisors | History | Added to | 20,072 | 301 | 0.11% | 0.15% | 28 | +1,485 | 7.99% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 19,121 | 286 | 0.0% | 0.0% | 29 | -219 | -1.13% | Q4 2025 | Feb 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 18,814 | 282 | 0.03% | 0.08% | 30 | -13,486 | -41.75% | Q4 2025 | Jan 23, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 17,975 | 269 | 0.03% | 0.05% | 31 | +69 | 0.39% | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | Added to | 17,975 | 269 | 0.02% | 0.03% | 32 | +69 | 0.39% | Q4 2025 | Feb 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,492 | 262 | 0.01% | 0.01% | 33 | -56 | -0.32% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,881 | 253 | 0.0% | 0.0% | 34 | +3,063 | 22.17% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,581 | 233 | 0.0% | — | 35 | +15,581 | New | Q4 2025 | Feb 17, 2026 |
| Sherman Asset Management, Inc. | History | No change | 13,198 | 198 | 0.17% | 0.25% | 36 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | New | 12,809 | 192 | 0.01% | — | 37 | +12,809 | New | Q4 2025 | Jan 30, 2026 |
| Entruity Wealth, LLC | History | Added to | 12,762 | 191 | 0.14% | 0.22% | 38 | +152 | 1.21% | Q4 2025 | Feb 03, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 12,529 | 188 | 0.16% | 0.03% | 39 | -393 | -3.04% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,558 | 173 | 0.0% | 0.0% | 40 | -4,668 | -28.77% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,885 | 163 | 0.0% | 0.01% | 41 | +198 | 1.85% | Q4 2025 | Feb 09, 2026 |
| Nilsine Partners, LLC | History | Added to | 10,333 | 155 | 0.01% | 0.02% | 42 | +2 | 0.02% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,276 | 154 | 0.0% | 0.0% | 43 | -3,482 | -25.31% | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital LLC | History | Added to | 6,460 | 96 | 0.02% | 0.0% | 44 | +6,015 | 1351.69% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 4,650 | 70 | 0.0% | 0.0% | 45 | +1,885 | 68.17% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 1,747 | 31 | 0.0% | — | 46 | +1,747 | New | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | New | 1,331 | 19 | 0.0% | — | 47 | +1,331 | New | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,100 | 16 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| BOKF, NA | History | No change | 1,000 | 15 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Caitlin John, LLC | History | Added to | 885 | 13 | 0.01% | 0.01% | 50 | +118 | 15.38% | Q4 2025 | Feb 18, 2026 |
| Manchester Capital Management LLC | History | New | 740 | 11 | 0.0% | — | 52 | +740 | New | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 750 | 11 | 0.0% | 0.0% | 51 | -500 | -40.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 469 | 10 | 0.0% | — | 53 | +469 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 614 | 9 | 0.0% | 0.0% | 54 | -2,064 | -77.07% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 589 | 8 | 0.01% | — | 56 | +589 | New | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 550 | 8 | 0.0% | — | 55 | +550 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 440 | 6 | 0.0% | 0.0% | 57 | -568 | -56.35% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | New | 404 | 6 | 0.0% | — | 58 | +404 | New | Q4 2025 | Feb 18, 2026 |
| Nova Wealth Management, Inc. | History | No change | 403 | 6 | 0.0% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | New | 338 | 5 | 0.0% | — | 60 | +338 | New | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 210 | 3 | 0.0% | 0.0% | 61 | -70 | -25.0% | Q4 2025 | Jan 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 248 | 3 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 159 | 2 | 0.0% | 0.0% | 65 | +67 | 72.83% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 160 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 197 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 103 | 1 | 0.0% | 0.0% | 66 | +1 | 0.98% | Q4 2025 | Jan 30, 2026 |
| GSG Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -20,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,750 | -100.0% | Q3 2025 | Nov 06, 2025 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,512 | -100.0% | Q3 2025 | Oct 09, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,037 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,827 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,781 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,126 | -100.0% | Q3 2025 | Nov 12, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DHJJ Financial Advisors, Ltd. | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 60 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |