FIRST TRUST EXCHANGE-TRADED FUND VIII - DAUG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 358,724 | 16,805 | 0.02% | 0.02% | 1 | -11,164 | -3.02% | Q2 2026 | Jul 29, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 212,745 | 9,966 | 1.51% | 1.63% | 2 | +799 | 0.38% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 207,125 | 9,703 | 0.0% | 0.0% | 3 | +75,855 | 57.79% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 190,083 | 8,904 | 0.0% | 0.0% | 4 | +35,953 | 23.33% | Q2 2026 | Aug 07, 2026 |
| Hartford Financial Management Inc. | History | Added to | 162,249 | 7,600 | 1.7% | 1.79% | 5 | +788 | 0.49% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | Added to | 145,038 | 6,794 | 0.01% | 0.01% | 6 | +6,345 | 4.57% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 113,974 | 5,339 | 0.01% | 0.01% | 7 | +2,615 | 2.35% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 107,380 | 4,676 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 99,211 | 4,647 | 0.79% | 0.92% | 9 | -7,708 | -7.21% | Q2 2026 | Aug 04, 2026 |
| Bluespring Wealth Management, LLC | History | New | 94,504 | 4,427 | 0.09% | — | 10 | +94,504 | New | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | Reduced | 83,232 | 3,899 | 0.04% | 0.07% | 12 | -62,028 | -42.7% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 83,232 | 3,899 | 0.2% | 0.19% | 11 | +9,285 | 12.56% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 81,164 | 3,802 | 0.01% | 0.02% | 13 | -29,196 | -26.46% | Q2 2026 | Jul 28, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 61,759 | 2,893 | 0.6% | 0.62% | 14 | -35 | -0.06% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | Reduced | 59,938 | 2,807 | 0.0% | 0.0% | 15 | -2,652 | -4.24% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 59,449 | 2,785 | 0.11% | 0.12% | 16 | -3,318 | -5.29% | Q2 2026 | Aug 13, 2026 |
| Mission Financial Group, LLC | History | New | 49,017 | 2,296 | 1.9% | — | 17 | +49,017 | New | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 47,252 | 2,213 | 0.34% | 0.39% | 18 | -6,133 | -11.49% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 43,194 | 2,023 | 0.03% | 0.03% | 19 | +263 | 0.61% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 41,618 | 1,950 | 0.0% | 0.0% | 20 | -1,067 | -2.5% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,361 | 1,843 | 0.0% | 0.0% | 21 | +6,802 | 20.89% | Q2 2026 | Aug 07, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 37,090 | 1,737 | 0.46% | 0.49% | 22 | -493 | -1.31% | Q2 2026 | Jul 16, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 36,670 | 1,717 | 0.41% | 0.47% | 23 | -2,001 | -5.17% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 33,696 | 1,578 | 0.03% | 0.03% | 24 | +17,745 | 111.25% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 31,896 | 1,494 | 0.0% | 0.0% | 25 | +208 | 0.66% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 29,054 | 1,361 | 0.03% | 0.03% | 26 | -408 | -1.38% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 28,736 | 1,346 | 0.18% | 0.2% | 27 | -1,489 | -4.93% | Q2 2026 | Jul 23, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 28,584 | 1,343 | 0.15% | 0.16% | 28 | -378 | -1.31% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 28,133 | 1,317 | 0.0% | 0.0% | 29 | -8,456 | -23.11% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 27,696 | 1,297 | 0.06% | 0.07% | 30 | -745 | -2.62% | Q2 2026 | Jul 28, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 26,597 | 1,245 | 0.69% | 0.88% | 31 | -4,535 | -14.57% | Q2 2026 | Jul 13, 2026 |
| MIRAMONTES CAPITAL, LLC | History | Reduced | 25,816 | 1,209 | 0.38% | 0.39% | 32 | -68 | -0.26% | Q2 2026 | Sep 09, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 24,434 | 1,144 | 0.66% | 0.71% | 33 | -839 | -3.32% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 23,675 | 1,109 | 0.04% | 0.04% | 34 | +234 | 1.0% | Q2 2026 | Jul 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 23,537 | 1,102 | 0.05% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 21,620 | 1,012 | 0.0% | 0.0% | 36 | +80 | 0.37% | Q2 2026 | Jul 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 20,568 | 963 | 0.46% | 0.48% | 37 | -1,379 | -6.28% | Q2 2026 | Jul 31, 2026 |
| CFC Planning Co LLC | History | Added to | 20,336 | 952 | 0.56% | 0.59% | 38 | +1,240 | 6.49% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,982 | 933 | 0.0% | 0.0% | 39 | +18,438 | 1194.17% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 18,155 | 850 | 0.01% | 0.01% | 40 | -521 | -2.79% | Q2 2026 | Jul 28, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 17,926 | 839 | 0.59% | 0.6% | 41 | -727 | -3.9% | Q2 2026 | Jul 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 17,015 | 797 | 0.01% | 0.01% | 42 | -1,174 | -6.45% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,998 | 749 | 0.0% | 0.0% | 43 | -233 | -1.44% | Q2 2026 | Aug 05, 2026 |
| TopTier Wealth Management, LLC | History | No change | 15,649 | 733 | 0.44% | 0.42% | 44 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 15,195 | 711 | 0.0% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Strategic Blueprint, LLC | History | Added to | 14,928 | 699 | 0.03% | 0.04% | 46 | +700 | 4.92% | Q2 2026 | Jul 23, 2026 |
| Waverly Advisors, LLC | History | Reduced | 14,140 | 662 | 0.0% | 0.01% | 47 | -1,265 | -8.21% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 13,061 | 611 | 0.01% | 0.01% | 48 | +1,025 | 8.52% | Q2 2026 | Jul 15, 2026 |
| 1ST SOURCE BANK | History | Reduced | 13,000 | 609 | 0.03% | 0.04% | 49 | -5,328 | -29.07% | Q2 2026 | Aug 06, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 11,298 | 529 | 0.03% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,124 | 521 | 0.0% | 0.0% | 51 | +3,179 | 40.01% | Q2 2026 | Jul 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 10,946 | 512 | 0.17% | 0.17% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 10,882 | 509 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sigma Planning Corp | History | Reduced | 10,375 | 486 | 0.01% | 0.02% | 54 | -3,950 | -27.57% | Q2 2026 | Aug 07, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 10,339 | 484 | 0.07% | 0.08% | 55 | -609 | -5.56% | Q2 2026 | Jul 15, 2026 |
| Spire Wealth Management | History | No change | 10,210 | 478 | 0.01% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,749 | 456 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 9,527 | 446 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | Reduced | 9,437 | 442 | 0.0% | 0.0% | 59 | -585 | -5.84% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 9,379 | 439 | 0.25% | 0.28% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 9,045 | 423 | 0.16% | 0.17% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 8,730 | 410 | 0.12% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 8,548 | 400 | 0.01% | — | 63 | +8,548 | New | Q2 2026 | Jul 17, 2026 |
| Santori & Peters, Inc. | History | No change | 8,505 | 398 | 0.11% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 8,469 | 396 | 0.0% | 0.0% | 65 | -116 | -1.35% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 8,304 | 389 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 7,979 | 373 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IMG Wealth Management, Inc. | History | No change | 7,853 | 367 | 0.2% | 0.22% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,826 | 366 | 0.02% | 0.02% | 69 | +822 | 11.74% | Q2 2026 | Aug 07, 2026 |
| Sun Financial Inc | History | Reduced | 7,381 | 350 | 0.17% | 0.17% | 70 | -51 | -0.69% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,077 | 331 | 0.0% | 0.0% | 71 | +2,377 | 50.57% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 6,544 | 306 | 0.18% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 6,352 | 297 | 0.29% | 0.35% | 73 | -3,497 | -35.51% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,193 | 290 | 0.0% | 0.0% | 74 | +81 | 1.33% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 6,080 | 284 | 0.01% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 6,080 | 284 | 0.02% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Old Port Advisors | History | No change | 6,028 | 282 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trek Financial, LLC | History | No change | 5,900 | 276 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,723 | 268 | 0.0% | 0.0% | 79 | +281 | 5.16% | Q2 2026 | Jul 20, 2026 |
| Advance Capital Management, Inc. | History | New | 5,411 | 253 | 0.01% | — | 80 | +5,411 | New | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,378 | 251 | 0.02% | 0.03% | 81 | -6 | -0.11% | Q2 2026 | Aug 14, 2026 |
| Quartz Partners, LLC | History | Added to | 5,091 | 238 | 0.08% | 0.08% | 82 | +233 | 4.8% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,055 | 236 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 5,027 | 235 | 0.04% | 0.05% | 84 | -420 | -7.71% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | No change | 4,985 | 233 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,622 | 216 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keystone Wealth Services, LLC | History | New | 4,431 | 207 | 0.04% | — | 88 | +4,431 | New | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | New | 4,420 | 207 | 0.0% | — | 87 | +4,420 | New | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | New | 4,325 | 202 | 0.0% | — | 89 | +4,325 | New | Q2 2026 | Jul 15, 2026 |
| Noble Wealth Management PBC | History | No change | 4,000 | 187 | 0.08% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Triumph Capital Management | History | No change | 3,942 | 184 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Benson Wealth Management INC | History | No change | 3,397 | 159 | 0.16% | 0.2% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | Added to | 3,304 | 154 | 0.0% | 0.0% | 93 | +1,000 | 43.4% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | Reduced | 3,155 | 147 | 0.04% | 0.05% | 94 | -515 | -14.03% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,934 | 137 | 0.01% | 0.01% | 95 | +25 | 0.86% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,855 | 124 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,590 | 121 | 0.01% | — | 97 | +2,590 | New | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,500 | 117 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,340 | 109 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oakmont Advisory Group, LLC | History | New | 1,873 | 87 | 0.07% | — | 100 | +1,873 | New | Q2 2026 | Aug 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,832 | 85 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,588 | 74 | 0.0% | 0.01% | 102 | -342 | -17.72% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 1,436 | 67 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,341 | 62 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,263 | 59 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,210 | 56 | 0.0% | 0.0% | 106 | -22 | -1.79% | Q2 2026 | Jul 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 1,114 | 52 | 0.02% | — | 107 | +1,114 | New | Q2 2026 | Aug 07, 2026 |
| Bullseye Investment Management, LLC | History | New | 1,000 | 46 | 0.02% | — | 108 | +1,000 | New | Q2 2026 | Sep 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 825 | 38 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 800 | 37 | 0.0% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 755 | 35 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 734 | 34 | 0.0% | 0.0% | 112 | -115 | -13.55% | Q2 2026 | Jul 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 715 | 33 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 650 | 30 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | No change | 350 | 16 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 334 | 15 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 155 | 7 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 142 | 6 | 0.0% | — | 118 | +142 | New | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 52 | 2 | 0.0% | — | 119 | +52 | New | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -61,316 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -35,000 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,844 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,228 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q2 2026 | Aug 13, 2026 |