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 | 2,340,500 | 26,588 | 0.37% | 0.39% | 1 | +177,354 | 8.2% | Q2 2026 | Jul 08, 2026 |
| Mattson Financial Services, LLC | History | Added to | 338,697 | 3,955 | 0.83% | 0.92% | 2 | +9,023 | 2.74% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | Added to | 313,948 | 3,566 | 0.08% | 0.04% | 3 | +227,729 | 264.13% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 171,850 | 1,952 | 0.0% | 0.0% | 4 | +1,494 | 0.88% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 161,312 | 1,832 | 0.78% | — | 5 | +161,312 | New | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 123,414 | 1,402 | 0.0% | 0.0% | 6 | -1,538 | -1.23% | Q2 2026 | Jul 27, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 117,019 | 1,329 | 0.24% | 0.22% | 7 | +18,436 | 18.7% | Q2 2026 | Jul 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 110,278 | 1,252 | 0.06% | 0.07% | 8 | +7,368 | 7.16% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 72,857 | 827 | 0.0% | 0.0% | 9 | +19,848 | 37.44% | Q2 2026 | Aug 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 65,894 | 757 | 0.25% | 0.34% | 10 | +4,090 | 6.62% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 65,842 | 747 | 0.0% | 0.0% | 11 | -10,449 | -13.7% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 61,088 | 693 | 0.04% | 0.05% | 12 | +6,752 | 12.43% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 57,072 | 648 | 0.0% | 0.0% | 13 | -17,243 | -23.2% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 48,297 | 548 | 0.0% | 0.0% | 14 | -403 | -0.83% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 47,386 | 538 | 0.0% | 0.0% | 15 | +426 | 0.91% | Q2 2026 | Aug 05, 2026 |
| Global Assets Advisory, LLC | History | New | 42,772 | 518 | 0.11% | — | 16 | +42,772 | New | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 44,231 | 502 | 0.0% | 0.0% | 17 | -8,923 | -16.79% | Q2 2026 | Aug 14, 2026 |
| Paladin Wealth, LLC | History | Added to | 44,064 | 500 | 0.29% | 0.31% | 18 | +5,321 | 13.73% | Q2 2026 | Jul 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 42,243 | 479 | 0.01% | 0.01% | 19 | +94 | 0.22% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 41,524 | 471 | 0.0% | 0.0% | 20 | -112,252 | -73.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 39,659 | 450 | 0.0% | 0.0% | 21 | -3,615 | -8.35% | Q2 2026 | Sep 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 34,986 | 397 | 0.01% | 0.01% | 22 | +5,046 | 16.85% | Q2 2026 | Jul 28, 2026 |
| Brown Financial Advisors | History | Added to | 26,174 | 297 | 0.1% | 0.1% | 23 | +3,839 | 17.19% | Q2 2026 | Aug 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 25,143 | 285 | 0.01% | 0.01% | 24 | +1,072 | 4.45% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 23,586 | 267 | 0.0% | 0.0% | 25 | -800 | -3.28% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Added to | 20,092 | 228 | 0.01% | 0.0% | 26 | +7,140 | 55.13% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 19,260 | 218 | 0.0% | 0.0% | 27 | -9,847 | -33.83% | Q2 2026 | Jul 28, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 18,006 | 204 | 0.02% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 18,006 | 204 | 0.01% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 17,777 | 201 | 0.01% | 0.03% | 30 | -12,569 | -41.42% | Q2 2026 | Jul 27, 2026 |
| Centric Wealth Management | History | No change | 12,820 | 197 | 0.03% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,232 | 195 | 0.0% | 0.0% | 32 | -107 | -0.62% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,211 | 161 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,948 | 158 | 0.0% | 0.0% | 34 | -11,313 | -44.78% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 12,520 | 142 | 0.0% | 0.01% | 35 | -490 | -3.77% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | Added to | 12,388 | 140 | 0.02% | 0.01% | 36 | +5,912 | 91.29% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,595 | 132 | 0.0% | 0.0% | 37 | -1,163 | -9.12% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,442 | 129 | 0.0% | 0.0% | 38 | -3,729 | -24.58% | Q2 2026 | Aug 03, 2026 |
| Nilsine Partners, LLC | History | No change | 11,225 | 127 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 10,548 | 119 | 0.0% | — | 40 | +10,548 | New | Q2 2026 | Aug 12, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 9,627 | 109 | 0.08% | 0.14% | 41 | -3,571 | -27.06% | Q2 2026 | Aug 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 7,769 | 88 | 0.0% | 0.0% | 42 | +2,896 | 59.43% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 5,567 | 63 | 0.0% | — | 43 | +5,567 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 4,500 | 51 | 0.0% | — | 44 | +4,500 | New | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 4,021 | 46 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,100 | 12 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 929 | 10 | 0.0% | 0.0% | 47 | -10,165 | -91.63% | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 737 | 8 | 0.0% | 0.0% | 49 | +148 | 25.13% | Q2 2026 | Aug 14, 2026 |
| Manchester Capital Management LLC | History | No change | 740 | 8 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 404 | 4 | 0.0% | 0.0% | 51 | +207 | 105.08% | Q2 2026 | Jul 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 404 | 4 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 282 | 3 | 0.0% | — | 55 | +282 | New | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 337 | 3 | 0.0% | 0.0% | 52 | +37 | 12.33% | Q2 2026 | Jul 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 338 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 313 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 250 | 2 | 0.0% | 0.0% | 56 | -500 | -66.67% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 192 | 2 | 0.0% | 0.0% | 57 | -183 | -48.8% | Q2 2026 | Aug 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 248 | 2 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 103 | 1 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,770 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -12,285 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,962 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,400 | -100.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | Reduced | 59 | 0 | — | 0.0% | — | -1,886 | -96.97% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,686 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,547 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 59 | 0 | — | — | — | +59 | New | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Aug 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nova Wealth Management, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |