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 | Added to | 407,050 | 19,355 | 0.03% | 0.02% | 1 | +48,326 | 13.47% | Q3 2026 | Nov 02, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 214,771 | 10,212 | 1.65% | 1.51% | 2 | +2,026 | 0.95% | Q3 2026 | Oct 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 207,125 | 9,703 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 190,083 | 8,904 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 161,771 | 7,692 | 1.72% | 1.7% | 5 | -478 | -0.29% | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 145,038 | 6,794 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 113,974 | 5,339 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 111,496 | 5,301 | 0.02% | 0.01% | 8 | +30,332 | 37.37% | Q3 2026 | Nov 02, 2026 |
| REAP Financial Group, LLC | History | Added to | 105,166 | 5,000 | 0.82% | 0.79% | 9 | +5,955 | 6.0% | Q3 2026 | Nov 02, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 94,504 | 4,427 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 92,772 | 4,411 | 0.22% | 0.2% | 11 | +9,540 | 11.46% | Q3 2026 | Oct 28, 2026 |
| Horizon Investments, LLC | History | No change | 83,232 | 3,899 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | New | 66,021 | 3,139 | 0.1% | — | 13 | +66,021 | New | Q3 2026 | Oct 27, 2026 |
| Sage Capital Advisors,llc | History | Added to | 62,516 | 2,972 | 0.6% | 0.6% | 14 | +757 | 1.23% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 59,938 | 2,807 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 59,449 | 2,785 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 58,390 | 2,776 | 0.01% | — | 17 | +58,390 | New | Q3 2026 | Nov 02, 2026 |
| Ignite Planners, LLC | History | Added to | 53,816 | 2,558 | 0.33% | 0.18% | 18 | +25,080 | 87.28% | Q3 2026 | Oct 14, 2026 |
| Mission Financial Group, LLC | History | No change | 49,017 | 2,330 | 1.84% | 1.9% | 19 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 47,252 | 2,213 | 0.34% | 0.34% | 20 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 43,194 | 2,023 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 41,618 | 1,950 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 39,361 | 1,843 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 36,670 | 1,717 | 0.41% | 0.41% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 34,852 | 1,657 | 0.45% | 0.11% | 25 | +26,347 | 309.78% | Q3 2026 | Oct 26, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 34,565 | 1,643 | 0.46% | 0.46% | 26 | -2,525 | -6.81% | Q3 2026 | Oct 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 33,696 | 1,578 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,896 | 1,494 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 29,054 | 1,361 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,133 | 1,317 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 27,696 | 1,297 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 27,045 | 1,287 | 0.13% | 0.15% | 32 | -1,539 | -5.38% | Q3 2026 | Oct 19, 2026 |
| CFC Planning Co LLC | History | Added to | 26,982 | 1,283 | 0.69% | 0.56% | 33 | +6,646 | 32.68% | Q3 2026 | Oct 28, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 26,628 | 1,266 | 0.19% | — | 34 | +26,628 | New | Q3 2026 | Oct 21, 2026 |
| Nova Wealth Management, Inc. | History | No change | 26,597 | 1,245 | 0.69% | 0.69% | 35 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MIRAMONTES CAPITAL, LLC | History | Reduced | 25,501 | 1,212 | 0.37% | 0.38% | 36 | -315 | -1.22% | Q3 2026 | Oct 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,465 | 1,210 | 0.0% | 0.0% | 37 | +3,845 | 17.78% | Q3 2026 | Oct 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 23,537 | 1,119 | 0.06% | 0.05% | 38 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 22,978 | 1,092 | 0.63% | 0.66% | 39 | -1,456 | -5.96% | Q3 2026 | Oct 21, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | New | 22,297 | 1,060 | 0.29% | — | 40 | +22,297 | New | Q3 2026 | Oct 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,530 | 976 | 0.05% | 0.03% | 41 | +5,602 | 37.53% | Q3 2026 | Oct 22, 2026 |
| Integrity Financial Corp /WA | History | No change | 20,568 | 963 | 0.46% | 0.46% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 19,982 | 933 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Camelot Portfolios, LLC | History | No change | 17,926 | 839 | 0.59% | 0.59% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 17,021 | 809 | 0.45% | — | 45 | +17,021 | New | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Reduced | 16,477 | 783 | 0.01% | 0.01% | 46 | -1,678 | -9.24% | Q3 2026 | Oct 15, 2026 |
| HighTower Advisors, LLC | History | No change | 15,998 | 749 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TopTier Wealth Management, LLC | History | No change | 15,649 | 744 | 0.43% | 0.44% | 48 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 15,195 | 711 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Waverly Advisors, LLC | History | No change | 14,140 | 662 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 13,469 | 640 | 0.01% | 0.01% | 51 | -3,546 | -20.84% | Q3 2026 | Oct 22, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 13,191 | 627 | 0.04% | 0.03% | 52 | +1,893 | 16.76% | Q3 2026 | Oct 16, 2026 |
| Sigma Planning Corp | History | Added to | 14,325 | 624 | 0.02% | 0.01% | 53 | +3,950 | 38.07% | Q3 2026 | Oct 23, 2026 |
| RFG Advisory, LLC | History | Added to | 13,105 | 623 | 0.01% | 0.01% | 54 | +44 | 0.34% | Q3 2026 | Nov 03, 2026 |
| 1ST SOURCE BANK | History | No change | 13,000 | 609 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 12,657 | 606 | 0.0% | — | 56 | +12,657 | New | Q3 2026 | Oct 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,805 | 561 | 0.02% | 0.04% | 57 | -11,870 | -50.14% | Q3 2026 | Oct 23, 2026 |
| Spire Wealth Management | History | Added to | 11,065 | 526 | 0.02% | 0.01% | 58 | +855 | 8.37% | Q3 2026 | Oct 30, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 10,946 | 512 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,511 | 499 | 0.01% | 0.01% | 60 | -371 | -3.41% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,102 | 480 | 0.0% | 0.0% | 61 | -1,022 | -9.19% | Q3 2026 | Oct 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,749 | 456 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 9,527 | 453 | 0.04% | 0.05% | 63 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 9,437 | 442 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 9,379 | 439 | 0.25% | 0.25% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,947 | 425 | 0.01% | 0.01% | 66 | +968 | 12.13% | Q3 2026 | Oct 28, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 9,045 | 423 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 8,730 | 415 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 8,548 | 400 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 8,304 | 397 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,469 | 396 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 7,888 | 375 | 0.05% | 0.04% | 72 | +2,861 | 56.91% | Q3 2026 | Nov 04, 2026 |
| IMG Wealth Management, Inc. | History | No change | 7,853 | 373 | 0.19% | 0.2% | 73 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,826 | 366 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sun Financial Inc | History | No change | 7,381 | 350 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,077 | 331 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 6,544 | 311 | 0.18% | 0.18% | 77 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 6,352 | 297 | 0.29% | 0.29% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,193 | 290 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 6,080 | 289 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 6,080 | 284 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trek Financial, LLC | History | No change | 5,900 | 280 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Old Port Advisors | History | Reduced | 5,778 | 274 | 0.05% | 0.06% | 84 | -250 | -4.15% | Q3 2026 | Oct 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,771 | 274 | 0.0% | 0.0% | 83 | +48 | 0.84% | Q3 2026 | Oct 26, 2026 |
| Advance Capital Management, Inc. | History | No change | 5,411 | 253 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 5,378 | 251 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,055 | 236 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 4,911 | 233 | 0.02% | 0.02% | 88 | -74 | -1.48% | Q3 2026 | Oct 08, 2026 |
| Quartz Partners, LLC | History | Reduced | 4,776 | 227 | 0.07% | 0.08% | 89 | -315 | -6.19% | Q3 2026 | Nov 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,622 | 216 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,420 | 210 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Keystone Wealth Services, LLC | History | No change | 4,431 | 210 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 4,354 | 207 | 0.04% | 0.07% | 93 | -5,985 | -57.89% | Q3 2026 | Oct 20, 2026 |
| Meridian Wealth Management, LLC | History | New | 4,250 | 202 | 0.01% | — | 94 | +4,250 | New | Q3 2026 | Nov 05, 2026 |
| Noble Wealth Management PBC | History | No change | 4,000 | 190 | 0.09% | 0.08% | 95 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Triumph Capital Management | History | No change | 3,942 | 187 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Benson Wealth Management INC | History | No change | 3,397 | 159 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 3,304 | 154 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | Reduced | 3,005 | 142 | 0.04% | 0.04% | 99 | -150 | -4.75% | Q3 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,934 | 139 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,590 | 121 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,500 | 118 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,340 | 111 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,128 | 101 | 0.01% | 0.0% | 104 | +540 | 34.01% | Q3 2026 | Oct 30, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 1,873 | 87 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,832 | 85 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 1,436 | 68 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| AE Wealth Management LLC | History | No change | 1,341 | 62 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,263 | 59 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 1,114 | 52 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,092 | 51 | 0.0% | 0.0% | 111 | -118 | -9.75% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 825 | 38 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 800 | 37 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 778 | 36 | 0.0% | 0.0% | 114 | +44 | 5.99% | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 755 | 35 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 715 | 33 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MORGAN STANLEY | History | No change | 350 | 16 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 334 | 15 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Rossby Financial, LCC | History | New | 233 | 11 | 0.0% | — | 119 | +233 | New | Q3 2026 | Nov 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 155 | 7 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,325 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2026 | Nov 02, 2026 |