FIRST TRUST EXCHANGE-TRADED FUND VIII - DAPR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 223,138 | 9,121 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 149,614 | 6,116 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 141,398 | 5,903 | 0.01% | 0.01% | 3 | -7,371 | -4.95% | Q3 2026 | Nov 02, 2026 |
| Mutual Advisors, LLC | History | No change | 126,662 | 5,177 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 125,321 | 5,123 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 105,832 | 4,326 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 103,366 | 4,315 | 0.21% | 0.19% | 7 | +11,281 | 12.25% | Q3 2026 | Oct 28, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 87,170 | 3,563 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 82,637 | 3,378 | 1.09% | 1.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 72,060 | 2,945 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,774 | 2,729 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMART Wealth LLC | History | Added to | 64,810 | 2,705 | 0.55% | 0.38% | 12 | +21,418 | 49.36% | Q3 2026 | Nov 04, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 64,083 | 2,619 | 0.62% | 0.62% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 52,789 | 2,203 | 0.39% | 0.27% | 14 | +2,887 | 5.79% | Q3 2026 | Oct 20, 2026 |
| REAP Financial Group, LLC | History | Reduced | 50,955 | 2,127 | 0.35% | 0.36% | 15 | -111 | -0.22% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 46,421 | 1,938 | 0.01% | 0.01% | 16 | -3,537 | -7.08% | Q3 2026 | Nov 02, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 43,585 | 1,781 | 0.27% | 0.27% | 17 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 42,771 | 1,747 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 42,514 | 1,737 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 36,969 | 1,543 | 0.02% | 0.01% | 20 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LCNB CORP | History | No change | 34,219 | 1,398 | 0.43% | 0.43% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 32,760 | 1,367 | 0.39% | 0.37% | 22 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 30,485 | 1,246 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 29,181 | 1,218 | 0.0% | — | 24 | +29,181 | New | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 28,116 | 1,149 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mission Financial Group, LLC | History | No change | 24,786 | 1,034 | 0.82% | 0.84% | 26 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cypress Wealth Services, LLC | History | No change | 22,848 | 961 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CFC Planning Co LLC | History | Reduced | 22,616 | 944 | 0.51% | 0.55% | 28 | -326 | -1.42% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 21,438 | 895 | 0.0% | 0.0% | 29 | +34 | 0.16% | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 21,279 | 867 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Climber Capital SA | History | No change | 21,140 | 836 | 0.51% | 0.53% | 31 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 19,677 | 804 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 18,647 | 778 | 0.06% | 0.06% | 33 | -2,376 | -11.3% | Q3 2026 | Oct 28, 2026 |
| 1ST SOURCE BANK | History | No change | 18,955 | 774 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 18,520 | 757 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 18,486 | 755 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,176 | 743 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 16,899 | 690 | 0.33% | 0.33% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | No change | 15,046 | 615 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 14,718 | 614 | 0.01% | 0.01% | 40 | +51 | 0.35% | Q3 2026 | Nov 03, 2026 |
| Sowell Financial Services LLC | History | Reduced | 14,186 | 592 | 0.02% | 0.04% | 41 | -13,800 | -49.31% | Q3 2026 | Oct 23, 2026 |
| LVZ, Inc. | History | No change | 13,500 | 563 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 12,951 | 540 | 0.15% | 0.16% | 43 | -1,516 | -10.48% | Q3 2026 | Oct 21, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 12,497 | 510 | 0.24% | 0.24% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 11,948 | 498 | 0.05% | 0.05% | 45 | -100 | -0.83% | Q3 2026 | Oct 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,015 | 491 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequent Planning LLC | History | No change | 11,924 | 487 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 11,287 | 471 | 0.07% | 0.08% | 48 | -825 | -6.81% | Q3 2026 | Nov 04, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 10,695 | 437 | 0.37% | 0.37% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 10,438 | 435 | 0.1% | 0.1% | 50 | -580 | -5.26% | Q3 2026 | Oct 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,436 | 426 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 9,684 | 395 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Santori & Peters, Inc. | History | No change | 9,435 | 393 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,445 | 386 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 8,913 | 372 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,800 | 369 | 0.0% | 0.0% | 56 | +3,142 | 55.53% | Q3 2026 | Oct 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,834 | 368 | 0.14% | 0.15% | 57 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Nova Wealth Management, Inc. | History | No change | 8,845 | 361 | 0.2% | 0.2% | 58 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,582 | 358 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 8,300 | 339 | 0.14% | 0.14% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 7,991 | 326 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 7,893 | 322 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 7,793 | 318 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 7,494 | 312 | 0.01% | 0.01% | 64 | +54 | 0.73% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,406 | 309 | 0.01% | 0.01% | 65 | -235 | -3.08% | Q3 2026 | Oct 16, 2026 |
| Delta Investment Management, LLC | History | No change | 7,190 | 293 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | No change | 6,655 | 277 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 6,393 | 266 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 6,257 | 261 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 5,806 | 242 | 0.01% | — | 70 | +5,806 | New | Q3 2026 | Oct 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,747 | 239 | 0.02% | 0.02% | 71 | -334 | -5.49% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,694 | 237 | 0.0% | 0.0% | 72 | -568 | -9.07% | Q3 2026 | Oct 08, 2026 |
| World Investment Advisors | History | No change | 5,204 | 209 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | New | 4,768 | 200 | 0.01% | — | 74 | +4,768 | New | Q3 2026 | Oct 09, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 4,766 | 198 | 0.09% | 0.08% | 75 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Benson Wealth Management INC | History | No change | 4,779 | 195 | 0.2% | 0.2% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,074 | 170 | 0.01% | 0.01% | 77 | -189 | -4.43% | Q3 2026 | Oct 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,364 | 140 | 0.08% | 0.08% | 78 | -8 | -0.24% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 3,421 | 139 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 2,540 | 103 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,948 | 81 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,800 | 75 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,250 | 52 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,224 | 51 | 0.0% | 0.0% | 85 | +148 | 13.75% | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,236 | 51 | 0.0% | 0.0% | 84 | -52 | -4.04% | Q3 2026 | Oct 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,186 | 48 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kilter Group LLC | History | No change | 1,119 | 45 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,035 | 43 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,039 | 42 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 940 | 39 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 848 | 35 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BARCLAYS PLC | History | No change | 744 | 30 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 283 | 11 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WINNACLE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,288 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,045 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,918 | -100.0% | Q3 2026 | Oct 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,700 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |