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 | Reduced | 403,734 | 13,611 | 2.26% | 3.54% | 1 | -137,880 | -25.46% | Q2 2026 | Jul 21, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 70,431 | 2,374 | 1.18% | 1.31% | 2 | -3,973 | -5.34% | Q2 2026 | Aug 18, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 58,454 | 1,970 | 0.01% | 0.01% | 3 | -1,845 | -3.06% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,874 | 1,816 | 0.0% | 0.0% | 4 | -4,144 | -7.14% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Added to | 31,787 | 1,071 | 0.0% | 0.0% | 5 | +1,973 | 6.62% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 28,706 | 967 | 0.01% | 0.01% | 6 | -1,108 | -3.72% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 26,341 | 888 | 0.01% | 0.01% | 7 | +14,185 | 116.69% | Q2 2026 | Aug 14, 2026 |
| Madrona Financial Services, LLC | History | No change | 26,158 | 881 | 0.16% | 0.19% | 8 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 24,292 | 818 | 0.0% | 0.0% | 9 | -9,661 | -28.45% | Q2 2026 | Aug 03, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 23,900 | 805 | 0.05% | 0.06% | 10 | -150 | -0.62% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,769 | 767 | 0.01% | 0.01% | 11 | +6,323 | 38.45% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 16,989 | 572 | 0.05% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,222 | 546 | 0.0% | 0.0% | 13 | +2,683 | 19.82% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,033 | 506 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 13,943 | 470 | 0.0% | 0.0% | 15 | +3,029 | 27.75% | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 13,210 | 445 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 12,528 | 422 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 11,593 | 391 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Americana Partners, LLC | History | Reduced | 11,298 | 380 | 0.01% | 0.01% | 19 | -125 | -1.09% | Q2 2026 | Aug 05, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 10,400 | 350 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 10,118 | 341 | 0.0% | 0.0% | 21 | +859 | 9.28% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 9,166 | 309 | 0.05% | 0.06% | 22 | -536 | -5.52% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 9,092 | 306 | 0.0% | 0.0% | 23 | -5,943 | -39.53% | Q2 2026 | Aug 03, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 8,990 | 303 | 0.04% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,852 | 298 | 0.0% | 0.0% | 25 | +2,003 | 29.25% | Q2 2026 | Jul 28, 2026 |
| LVZ, Inc. | History | New | 8,573 | 289 | 0.03% | — | 26 | +8,573 | New | Q2 2026 | Jul 09, 2026 |
| CWM, LLC | History | No change | 7,208 | 235 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,800 | 229 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Security Financial Services, INC. | History | No change | 6,491 | 218 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 6,235 | 210 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | New | 5,965 | 201 | 0.12% | — | 31 | +5,965 | New | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,049 | 102 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,675 | 90 | 0.05% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,995 | 67 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,655 | 55 | 0.01% | — | 35 | +1,655 | New | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,583 | 53 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 479 | 16 | 0.0% | — | 38 | +479 | New | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 16 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Integrity Financial Corp /WA | History | No change | 212 | 7 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,580 | -100.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q2 2026 | Aug 13, 2026 |