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 | 369,888 | 16,109 | 0.02% | 0.02% | 1 | -15,301 | -3.97% | Q1 2026 | Apr 27, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 211,946 | 9,230 | 1.63% | 1.65% | 2 | +6,429 | 3.13% | Q1 2026 | Apr 20, 2026 |
| Hartford Financial Management Inc. | History | Added to | 161,461 | 7,032 | 1.79% | 1.86% | 3 | +354 | 0.22% | Q1 2026 | Apr 15, 2026 |
| LPL Financial LLC | History | Added to | 154,130 | 6,712 | 0.0% | 0.0% | 4 | +10,396 | 7.23% | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | Added to | 145,260 | 6,326 | 0.07% | 0.03% | 5 | +83,688 | 135.92% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 138,693 | 6,040 | 0.01% | 0.01% | 6 | +1,362 | 0.99% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 131,270 | 5,717 | 0.0% | 0.0% | 7 | +13,078 | 11.07% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 111,359 | 4,849 | 0.01% | 0.02% | 8 | -121,701 | -52.22% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 110,360 | 4,806 | 0.02% | 0.02% | 9 | +10,069 | 10.04% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 107,380 | 4,676 | 0.01% | 0.01% | 10 | -3,843 | -3.46% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 106,919 | 4,656 | 0.92% | 1.04% | 11 | -8,137 | -7.07% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 73,947 | 3,305 | 0.19% | 0.16% | 12 | +12,189 | 19.74% | Q1 2026 | Apr 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 62,767 | 2,733 | 0.12% | 0.13% | 13 | -482 | -0.76% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 62,590 | 2,725 | 0.0% | 0.0% | 14 | +386 | 0.62% | Q1 2026 | May 13, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 61,794 | 2,691 | 0.62% | 0.66% | 15 | -457 | -0.73% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 61,316 | 2,670 | 0.01% | 0.01% | 16 | -21,899 | -26.32% | Q1 2026 | Apr 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 53,385 | 2,325 | 0.39% | 0.4% | 17 | -10 | -0.02% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 42,931 | 1,869 | 0.03% | 0.02% | 18 | +16,722 | 63.8% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 42,685 | 1,859 | 0.0% | 0.0% | 19 | -4 | -0.01% | Q1 2026 | Apr 22, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 38,671 | 1,684 | 0.47% | 0.5% | 20 | -1,298 | -3.25% | Q1 2026 | May 12, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 37,583 | 1,636 | 0.49% | 0.53% | 21 | -131 | -0.35% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,589 | 1,593 | 0.0% | 0.0% | 22 | +16,650 | 83.5% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 35,000 | 1,524 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 32,559 | 1,418 | 0.0% | 0.0% | 24 | +3,780 | 13.13% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 31,688 | 1,380 | 0.0% | 0.0% | 25 | -1,299 | -3.94% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 31,132 | 1,355 | 0.88% | 1.01% | 26 | -2,120 | -6.38% | Q1 2026 | Apr 14, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 28,962 | 1,350 | 0.16% | 0.24% | 27 | -5,554 | -16.09% | Q1 2026 | Jun 01, 2026 |
| Ignite Planners, LLC | History | Reduced | 30,225 | 1,316 | 0.2% | 0.22% | 28 | -1,926 | -5.99% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 29,462 | 1,283 | 0.03% | 0.03% | 29 | -950 | -3.12% | Q1 2026 | May 01, 2026 |
| Kovack Advisors, Inc. | History | Added to | 28,441 | 1,243 | 0.07% | 0.06% | 30 | +283 | 1.01% | Q1 2026 | May 12, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 25,273 | 1,100 | 0.71% | 0.74% | 31 | -737 | -2.83% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 23,537 | 1,025 | 0.06% | 0.04% | 32 | +7,846 | 50.0% | Q1 2026 | Apr 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 23,441 | 1,020 | 0.04% | 0.04% | 33 | +1,119 | 5.01% | Q1 2026 | Apr 20, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 21,947 | 955 | 0.48% | 0.58% | 34 | -3,923 | -15.16% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,540 | 938 | 0.0% | 0.0% | 35 | -701 | -3.15% | Q1 2026 | Apr 27, 2026 |
| CFC Planning Co LLC | History | Reduced | 19,096 | 831 | 0.59% | 0.68% | 36 | -1,017 | -5.06% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 18,676 | 813 | 0.01% | 0.01% | 37 | -96 | -0.51% | Q1 2026 | May 05, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 18,653 | 812 | 0.6% | 0.66% | 38 | -5,805 | -23.73% | Q1 2026 | May 08, 2026 |
| 1ST SOURCE BANK | History | Reduced | 18,328 | 798 | 0.04% | 0.09% | 39 | -21,726 | -54.24% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 18,189 | 792 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,844 | 777 | 0.0% | — | 41 | +17,844 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,231 | 706 | 0.0% | 0.0% | 42 | -1,250 | -7.15% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 15,951 | 694 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | No change | 15,649 | 681 | 0.42% | 0.47% | 44 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 15,405 | 670 | 0.01% | 0.01% | 45 | -80 | -0.52% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 15,195 | 661 | 0.01% | — | 46 | +15,195 | New | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | No change | 14,325 | 623 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 14,228 | 619 | 0.04% | 0.05% | 48 | -3,999 | -21.94% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 12,036 | 524 | 0.01% | 0.01% | 49 | +62 | 0.52% | Q1 2026 | Apr 17, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 11,298 | 492 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 10,946 | 476 | 0.17% | 0.21% | 52 | -1,800 | -14.12% | Q1 2026 | Apr 27, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 10,948 | 476 | 0.08% | 0.08% | 51 | -316 | -2.81% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 10,882 | 473 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Reduced | 10,210 | 444 | 0.02% | 0.02% | 54 | -336 | -3.19% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 10,022 | 436 | 0.0% | 0.0% | 55 | +500 | 5.25% | Q1 2026 | May 15, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 9,849 | 435 | 0.35% | 0.38% | 56 | -461 | -4.47% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | New | 9,749 | 424 | 0.0% | — | 57 | +9,749 | New | Q1 2026 | May 08, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 9,527 | 414 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 9,379 | 408 | 0.28% | 0.28% | 59 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 9,045 | 393 | 0.17% | 0.18% | 60 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 8,730 | 380 | 0.13% | 0.15% | 61 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 8,585 | 373 | 0.0% | 0.0% | 62 | -34 | -0.39% | Q1 2026 | May 15, 2026 |
| Santori & Peters, Inc. | History | No change | 8,505 | 370 | 0.12% | 0.13% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 8,304 | 363 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,945 | 347 | 0.0% | 0.01% | 66 | -3,546 | -30.86% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 7,979 | 347 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sun Financial Inc | History | Reduced | 7,432 | 344 | 0.17% | 0.19% | 67 | -140 | -1.85% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | No change | 7,853 | 342 | 0.22% | 0.22% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pursuit Wealth Management LLC | History | No change | 7,213 | 319 | 0.27% | 0.27% | 69 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,004 | 305 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 6,544 | 285 | 0.21% | 0.25% | 71 | -188 | -2.79% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,112 | 266 | 0.0% | 0.0% | 72 | -300 | -4.68% | Q1 2026 | Jun 02, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 6,080 | 264 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 6,080 | 264 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Old Port Advisors | History | No change | 6,028 | 262 | 0.06% | 0.07% | 75 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Trek Financial, LLC | History | No change | 5,900 | 256 | 0.01% | 0.02% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 5,447 | 237 | 0.05% | 0.06% | 78 | -1,167 | -17.64% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,442 | 237 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,384 | 234 | 0.03% | 0.03% | 79 | -112 | -2.04% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,228 | 227 | 0.01% | 0.01% | 80 | -250 | -4.56% | Q1 2026 | May 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,055 | 220 | 0.0% | 0.0% | 81 | +537 | 11.89% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | No change | 4,985 | 217 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quartz Partners, LLC | History | New | 4,858 | 211 | 0.08% | — | 83 | +4,858 | New | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,700 | 204 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,622 | 201 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Noble Wealth Management PBC | History | No change | 4,000 | 174 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Triumph Capital Management | History | Added to | 3,942 | 171 | 0.03% | 0.01% | 87 | +3,392 | 616.73% | Q1 2026 | May 13, 2026 |
| MTM Investment Management, LLC | History | No change | 3,670 | 159 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Benson Wealth Management INC | History | No change | 3,397 | 147 | 0.2% | 0.17% | 89 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,909 | 126 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,855 | 124 | 0.01% | 0.02% | 91 | -3,506 | -55.12% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,500 | 108 | 0.0% | — | 92 | +2,500 | New | Q1 2026 | May 11, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,340 | 101 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BARCLAYS PLC | History | Added to | 2,304 | 100 | 0.0% | 0.0% | 94 | +1,090 | 89.79% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,930 | 84 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,832 | 79 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,544 | 66 | 0.0% | 0.0% | 97 | -18,467 | -92.28% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,436 | 62 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,341 | 58 | 0.0% | 0.0% | 99 | -566 | -29.68% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 1,263 | 56 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,263 | 55 | 0.0% | — | 101 | +1,263 | New | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,232 | 53 | 0.0% | 0.0% | 102 | +2 | 0.16% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 849 | 36 | 0.0% | 0.0% | 103 | -206 | -19.53% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 825 | 35 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Topsail Wealth Management, LLC | History | No change | 800 | 34 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 755 | 32 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 715 | 31 | 0.0% | 0.0% | 107 | +500 | 232.56% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 650 | 28 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | No change | 350 | 15 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 334 | 14 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | New | 250 | 10 | 0.0% | — | 111 | +250 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 233 | 10 | 0.0% | — | 112 | +233 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 145 | 6 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 155 | 6 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 39 | 1 | 0.0% | 0.0% | 115 | -467 | -92.29% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -31,417 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,326 | -100.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,524 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Lunt Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -7,846 | -100.0% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,821 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,305 | -100.0% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,301 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -4,930 | -100.0% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,783 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,601 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,524 | -100.0% | Q1 2026 | May 13, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,157 | -100.0% | Q1 2026 | May 19, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,110 | -100.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q1 2026 | Apr 23, 2026 |