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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capasso Planning Partners LLC | History | No change | 70,431 | 2,374 | 1.18% | 1.18% | 1 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 52,974 | 1,816 | 0.01% | 0.01% | 2 | -5,480 | -9.37% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 33,390 | 1,144 | 0.0% | 0.0% | 3 | -20,484 | -38.02% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 31,787 | 1,071 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 27,738 | 950 | 0.01% | 0.01% | 5 | -968 | -3.37% | Q3 2026 | Oct 15, 2026 |
| Madrona Financial Services, LLC | History | No change | 26,158 | 896 | 0.14% | 0.16% | 6 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 26,341 | 888 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 25,031 | 858 | 0.13% | 2.26% | 8 | -378,703 | -93.8% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 24,292 | 818 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 22,671 | 777 | 0.06% | 0.05% | 10 | -1,229 | -5.14% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22,769 | 767 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 16,989 | 582 | 0.06% | 0.05% | 12 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,222 | 546 | 0.0% | 0.0% | 13 | 0 | 0.0% | 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 | No change | 13,943 | 470 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 13,210 | 452 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q3 2026 | Oct 21, 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 | No change | 11,298 | 387 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 10,400 | 356 | 0.03% | 0.04% | 20 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,312 | 353 | 0.0% | 0.0% | 21 | +1,460 | 16.49% | Q3 2026 | Oct 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,118 | 341 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 9,289 | 318 | 0.05% | 0.05% | 23 | +123 | 1.34% | Q3 2026 | Oct 15, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 8,990 | 308 | 0.06% | 0.04% | 24 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| AE Wealth Management LLC | History | No change | 9,092 | 306 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LVZ, Inc. | History | No change | 8,573 | 293 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 7,875 | 270 | 0.0% | — | 27 | +7,875 | New | Q3 2026 | Nov 02, 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 | 222 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q3 2026 | Oct 29, 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 | No change | 5,965 | 204 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q3 2026 | Oct 21, 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 | 91 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,655 | 55 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,583 | 53 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 945 | 32 | 0.0% | 0.0% | 36 | -1,050 | -52.63% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | New | 908 | 31 | 0.0% | — | 37 | +908 | New | Q3 2026 | Oct 08, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 17 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| JPMORGAN CHASE & CO | History | No change | 479 | 16 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 212 | 7 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |