FIRST TRUST EXCHANGE-TRADED FUND VIII - DECM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 541,614 | 17,693 | 3.54% | 2.05% | 1 | +243,849 | 81.89% | Q1 2026 | Apr 14, 2026 |
| Capasso Planning Partners LLC | History | New | 74,404 | 2,430 | 1.31% | — | 2 | +74,404 | New | Q1 2026 | May 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 60,299 | 1,969 | 0.01% | 0.01% | 3 | -14,762 | -19.67% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 58,018 | 1,895 | 0.0% | 0.0% | 4 | +398 | 0.69% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 33,953 | 1,109 | 0.0% | 0.0% | 5 | -594 | -1.72% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 29,814 | 973 | 0.0% | 0.0% | 6 | -1,174 | -3.79% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 29,814 | 973 | 0.01% | 0.01% | 7 | -1,174 | -3.79% | Q1 2026 | May 05, 2026 |
| Madrona Financial Services, LLC | History | No change | 26,158 | 854 | 0.19% | 0.18% | 8 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 24,050 | 785 | 0.06% | 0.06% | 9 | +2,475 | 11.47% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 16,989 | 554 | 0.06% | 0.06% | 10 | -487 | -2.79% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,446 | 537 | 0.01% | 0.01% | 11 | +3,892 | 31.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 15,035 | 491 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,033 | 491 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,539 | 442 | 0.0% | 0.0% | 14 | -10,370 | -43.37% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 13,210 | 431 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | No change | 12,528 | 409 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 12,156 | 397 | 0.01% | 0.0% | 17 | +5,602 | 85.47% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 11,593 | 379 | 0.01% | 0.01% | 18 | +3,646 | 45.88% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Reduced | 11,423 | 373 | 0.01% | 0.01% | 19 | -60 | -0.52% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,914 | 356 | 0.0% | 0.0% | 20 | -3,634 | -24.98% | Q1 2026 | May 13, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 10,400 | 339 | 0.04% | 0.05% | 21 | -1,500 | -12.61% | Q1 2026 | May 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 9,702 | 316 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,259 | 302 | 0.0% | 0.0% | 23 | -3,174 | -25.53% | Q1 2026 | May 12, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 8,990 | 293 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,580 | 280 | 0.0% | 0.0% | 25 | -1,000 | -10.44% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 7,208 | 235 | 0.0% | 0.0% | 26 | +938 | 14.96% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,849 | 223 | 0.0% | 0.0% | 27 | -397 | -5.48% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,800 | 222 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Security Financial Services, INC. | History | No change | 6,491 | 212 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 6,235 | 203 | 0.01% | 0.01% | 30 | -645 | -9.38% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,049 | 99 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,675 | 87 | 0.06% | 0.07% | 32 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,995 | 65 | 0.0% | 0.01% | 33 | -565 | -22.07% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,583 | 51 | 0.0% | 0.0% | 34 | -8,090 | -83.63% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 16 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Integrity Financial Corp /WA | History | New | 212 | 6 | 0.0% | — | 36 | +212 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 142 | 4 | 0.0% | — | 37 | +142 | New | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |