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 | 2,163,146 | 25,179 | 0.39% | 0.46% | 1 | +234,719 | 12.17% | Q1 2026 | Apr 13, 2026 |
| Mattson Financial Services, LLC | History | Added to | 329,674 | 3,837 | 0.92% | 1.05% | 2 | +31,422 | 10.54% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 170,356 | 1,982 | 0.0% | 0.0% | 3 | -33,084 | -16.26% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 153,776 | 1,789 | 0.0% | 0.0% | 4 | +96,271 | 167.41% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 124,952 | 1,454 | 0.0% | 0.01% | 5 | -19,879 | -13.73% | Q1 2026 | Apr 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 102,910 | 1,197 | 0.07% | 0.08% | 6 | +12,565 | 13.91% | Q1 2026 | Apr 30, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 98,583 | 1,147 | 0.22% | 0.26% | 7 | +7,168 | 7.84% | Q1 2026 | Apr 23, 2026 |
| GTS SECURITIES LLC | History | New | 86,219 | 1,003 | 0.04% | — | 8 | +86,219 | New | Q1 2026 | May 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 61,804 | 957 | 0.34% | 0.56% | 9 | -49,933 | -44.69% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 76,291 | 888 | 0.0% | 0.0% | 10 | +465 | 0.61% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 74,315 | 865 | 0.0% | 0.0% | 11 | +1,466 | 2.01% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 54,336 | 632 | 0.05% | 0.05% | 12 | +3,597 | 7.09% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 53,154 | 618 | 0.0% | 0.0% | 13 | -7,020 | -11.67% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 53,009 | 617 | 0.0% | 0.0% | 14 | +23,246 | 78.1% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 48,700 | 566 | 0.0% | 0.0% | 15 | -3,258 | -6.27% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 46,960 | 546 | 0.0% | 0.0% | 16 | +9,361 | 24.9% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 43,274 | 503 | 0.0% | 0.0% | 17 | +12,753 | 41.78% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 42,149 | 490 | 0.01% | — | 18 | +42,149 | New | Q1 2026 | May 15, 2026 |
| Paladin Wealth, LLC | History | Added to | 38,743 | 450 | 0.31% | 0.26% | 19 | +12,945 | 50.18% | Q1 2026 | Apr 16, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 31,660 | 381 | 0.37% | 0.37% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 30,346 | 353 | 0.03% | 0.03% | 21 | +6,952 | 29.72% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 29,940 | 349 | 0.01% | 0.01% | 22 | +3,480 | 13.15% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,107 | 338 | 0.0% | 0.01% | 23 | +763 | 2.69% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,261 | 294 | 0.0% | 0.0% | 24 | +14,985 | 145.83% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 24,386 | 283 | 0.0% | 0.0% | 25 | -1,293 | -5.04% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 24,071 | 280 | 0.01% | 0.01% | 26 | -155 | -0.64% | Q1 2026 | May 11, 2026 |
| Brown Financial Advisors | History | Added to | 22,335 | 259 | 0.1% | 0.11% | 27 | +2,263 | 11.27% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 21,770 | 253 | 0.0% | 0.0% | 28 | +2,649 | 13.85% | Q1 2026 | May 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 18,006 | 209 | 0.03% | 0.03% | 29 | +31 | 0.17% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 18,006 | 209 | 0.02% | 0.02% | 30 | +31 | 0.17% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,339 | 201 | 0.0% | 0.01% | 31 | -153 | -0.87% | Q1 2026 | May 11, 2026 |
| Centric Wealth Management | History | Reduced | 12,820 | 197 | 0.04% | 0.08% | 32 | -12,299 | -48.96% | Q1 2026 | May 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 12,529 | 188 | 0.16% | 0.16% | 33 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,171 | 176 | 0.0% | 0.0% | 34 | -1,710 | -10.13% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,211 | 165 | 0.0% | 0.0% | 35 | +3,326 | 30.56% | Q1 2026 | May 15, 2026 |
| Nilsine Partners, LLC | History | Added to | 11,225 | 164 | 0.01% | 0.01% | 36 | +892 | 8.63% | Q1 2026 | Apr 29, 2026 |
| Sherman Asset Management, Inc. | History | No change | 13,198 | 153 | 0.14% | 0.17% | 37 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 13,010 | 151 | 0.01% | — | 38 | +13,010 | New | Q1 2026 | May 19, 2026 |
| Sigma Planning Corp | History | Added to | 12,952 | 150 | 0.0% | 0.01% | 39 | +143 | 1.12% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,758 | 149 | 0.0% | 0.0% | 40 | +1,200 | 10.38% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Reduced | 12,285 | 142 | 0.01% | 0.28% | 41 | -399,729 | -97.02% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Added to | 11,094 | 129 | 0.0% | 0.0% | 42 | +10,654 | 2421.36% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 10,962 | 127 | 0.0% | — | 43 | +10,962 | New | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | New | 7,400 | 86 | 0.02% | — | 44 | +7,400 | New | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | Added to | 6,476 | 75 | 0.01% | 0.02% | 45 | +16 | 0.25% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 4,873 | 56 | 0.0% | — | 46 | +4,873 | New | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 4,021 | 46 | 0.0% | 0.0% | 47 | -629 | -13.53% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,945 | 22 | 0.0% | 0.0% | 48 | +614 | 46.13% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,686 | 19 | 0.0% | — | 49 | +1,686 | New | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,547 | 18 | 0.0% | 0.0% | 50 | -200 | -11.45% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,100 | 12 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 614 | 9 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 750 | 8 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Manchester Capital Management LLC | History | No change | 740 | 8 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 589 | 6 | 0.0% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 500 | 5 | 0.0% | 0.01% | 56 | -902 | -64.34% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | New | 375 | 4 | 0.0% | — | 58 | +375 | New | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 404 | 4 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 313 | 3 | 0.0% | 0.0% | 61 | +154 | 96.86% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 300 | 3 | 0.0% | 0.0% | 59 | +90 | 42.86% | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 338 | 3 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 248 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 197 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wagner Wealth Management, LLC | History | No change | 103 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54,794 | -100.0% | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -45,587 | -100.0% | Q1 2026 | May 01, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,814 | -100.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,581 | -100.0% | Q1 2026 | May 15, 2026 |
| Entruity Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -12,762 | -100.0% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Caitlin John, LLC | History | Reduced | 16 | 0 | — | 0.01% | — | -869 | -98.19% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -469 | -100.0% | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 3 | 0 | — | 0.0% | — | -400 | -99.26% | Q1 2026 | Apr 14, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |