FIRST TRUST EXCHANGE-TRADED FUND VIII - DDEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 119,203 | 5,278 | 1.68% | 1.8% | 1 | -790 | -0.66% | Q1 2026 | Apr 21, 2026 |
| Hartford Financial Management Inc. | History | Added to | 118,765 | 5,258 | 1.34% | 1.32% | 2 | +6,128 | 5.44% | Q1 2026 | Apr 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 73,119 | 3,308 | 0.19% | 0.16% | 3 | +11,869 | 19.38% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Reduced | 46,286 | 2,049 | 0.32% | 0.33% | 4 | -704 | -1.5% | Q1 2026 | Apr 17, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 36,876 | 1,632 | 0.33% | 0.09% | 5 | +27,119 | 277.94% | Q1 2026 | Apr 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 33,628 | 1,489 | 0.11% | 0.05% | 6 | +19,151 | 132.29% | Q1 2026 | Apr 22, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 29,002 | 1,284 | 0.84% | 0.93% | 7 | -1,012 | -3.37% | Q1 2026 | Apr 14, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 21,047 | 931 | 0.28% | 0.3% | 8 | -37 | -0.18% | Q1 2026 | Apr 20, 2026 |
| Optivise Advisory Services LLC | History | Added to | 17,061 | 755 | 0.46% | 0.41% | 9 | +1,148 | 7.21% | Q1 2026 | Apr 15, 2026 |
| Falcon Wealth Planning | History | No change | 16,603 | 735 | 0.05% | 0.06% | 10 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,660 | 693 | 0.03% | 0.03% | 11 | -2,780 | -15.08% | Q1 2026 | Apr 20, 2026 |
| Maltin Wealth Management, Inc. | History | New | 15,200 | 673 | 0.26% | — | 12 | +15,200 | New | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | Added to | 12,087 | 535 | 0.01% | 0.01% | 13 | +451 | 3.88% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,721 | 519 | 0.0% | 0.0% | 14 | +1,065 | 9.99% | Q1 2026 | Apr 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 9,800 | 433 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cottage Street Advisors LLC | History | Added to | 9,697 | 429 | 0.19% | 0.16% | 16 | +1,404 | 16.93% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,701 | 385 | 0.01% | 0.01% | 17 | -246 | -2.75% | Q1 2026 | Apr 13, 2026 |
| Madrona Financial Services, LLC | History | No change | 8,218 | 363 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sage Capital Advisors,llc | History | No change | 7,756 | 343 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,527 | 333 | 0.03% | 0.02% | 20 | +1,516 | 25.22% | Q1 2026 | Apr 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,386 | 327 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 7,382 | 326 | 0.02% | — | 22 | +7,382 | New | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,782 | 301 | 0.0% | 0.0% | 23 | -13,460 | -66.5% | Q1 2026 | Apr 08, 2026 |
| Wedmont Private Capital | History | New | 6,250 | 281 | 0.01% | — | 24 | +6,250 | New | Q1 2026 | Apr 09, 2026 |
| Certified Advisory Corp | History | No change | 6,220 | 275 | 0.02% | 0.03% | 25 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 6,048 | 267 | 0.18% | 0.18% | 26 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,737 | 254 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sequent Planning LLC | History | New | 4,992 | 221 | 0.05% | — | 28 | +4,992 | New | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Reduced | 4,962 | 219 | 0.01% | 0.05% | 29 | -30,434 | -85.98% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,440 | 152 | 0.0% | 0.02% | 31 | -33,349 | -90.65% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,450 | 152 | 0.01% | 0.01% | 30 | -878 | -20.29% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,112 | 93 | 0.0% | 0.0% | 32 | +893 | 73.26% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 755 | 33 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 500 | 22 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 450 | 19 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Park Place Capital Corp | History | New | 152 | 6 | 0.0% | — | 36 | +152 | New | Q1 2026 | Apr 09, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 5.92% | — | -275,000 | -100.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -247,443 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -226,179 | -100.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -195,840 | -100.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172,734 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.01% | — | -131,437 | -100.0% | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -113,544 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -103,811 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.46% | — | -102,150 | -100.0% | Q4 2025 | Apr 01, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.71% | — | -93,884 | -100.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -90,230 | -100.0% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -88,670 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -77,177 | -100.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -67,422 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -65,300 | -100.0% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.18% | — | -65,300 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Santori & Peters, Inc. | History | Closed out | 0 | 0 | — | 0.92% | — | -59,508 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -56,382 | -100.0% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,576 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -42,225 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Wood Tarver Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -41,668 | -100.0% | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -36,135 | -100.0% | Q4 2025 | Jan 07, 2026 |
| SPINNAKER TRUST | History | Closed out | 0 | 0 | — | 0.08% | — | -34,099 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -33,580 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -30,114 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.68% | — | -29,938 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -28,772 | -100.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,268 | -100.0% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -23,992 | -100.0% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,731 | -100.0% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,676 | -100.0% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,667 | -100.0% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,099 | -100.0% | Q4 2025 | Feb 02, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.25% | — | -19,590 | -100.0% | Q4 2025 | Jan 12, 2026 |
| CFC Planning Co LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -19,278 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -19,155 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.14% | — | -18,435 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,903 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,172 | -100.0% | Q4 2025 | Feb 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.18% | — | -14,621 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,257 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,234 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -13,558 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Schulz Wealth, LTD. | History | Closed out | 0 | 0 | — | 0.37% | — | -12,927 | -100.0% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,451 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,198 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -11,400 | -100.0% | Q4 2025 | Feb 06, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.4% | — | -10,572 | -100.0% | Q4 2025 | Jan 28, 2026 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -10,570 | -100.0% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,369 | -100.0% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,020 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,515 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,353 | -100.0% | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,222 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,955 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -7,880 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,838 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,657 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,346 | -100.0% | Q4 2025 | Feb 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,150 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,013 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,763 | -100.0% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,763 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,271 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Capasso Planning Partners LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,870 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,728 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,512 | -100.0% | Q4 2025 | Jan 16, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,354 | -100.0% | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.19% | — | -5,161 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,885 | -100.0% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,825 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Grant Street Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,743 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,737 | -100.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,142 | -100.0% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -2,565 | -100.0% | Q4 2025 | Jan 07, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,000 | -100.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,785 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,600 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,312 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -472 | -100.0% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -422 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q4 2025 | Feb 11, 2026 |