FIRST TRUST EXCHANGE-TRADED FUND VIII - DEED
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GDS Wealth Management | History | Reduced | 1,056,958 | 22,830 | 1.43% | 1.52% | 1 | -23,117 | -2.14% | Q4 2025 | Feb 02, 2026 |
| Guided Capital Wealth Management, LLC | History | Added to | 425,437 | 9,189 | 6.44% | 6.13% | 2 | +90,756 | 27.12% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 312,276 | 6,745 | 0.02% | 0.02% | 3 | +73,380 | 30.72% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 159,041 | 3,435 | 0.0% | 0.0% | 4 | -6,086 | -3.69% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 116,166 | 2,509 | 0.02% | 0.02% | 5 | +10,803 | 10.25% | Q4 2025 | Feb 17, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 93,272 | 2,014 | 1.39% | 1.05% | 6 | +21,623 | 30.18% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 88,383 | 1,909 | 0.0% | 0.0% | 7 | +3,728 | 4.4% | Q4 2025 | Feb 11, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 72,518 | 1,566 | 0.68% | 0.72% | 8 | -733 | -1.0% | Q4 2025 | Feb 11, 2026 |
| ALTFEST L J & CO INC | History | Added to | 71,218 | 1,538 | 0.17% | 0.17% | 9 | +1,301 | 1.86% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 41,088 | 887 | 0.0% | 0.0% | 10 | +17,007 | 70.62% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 38,549 | 832 | 0.02% | 0.02% | 11 | +464 | 1.22% | Q4 2025 | Jan 29, 2026 |
| GeoWealth Management, LLC | History | New | 36,134 | 780 | 0.03% | — | 12 | +36,134 | New | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 29,278 | 632 | 0.02% | 0.02% | 13 | +345 | 1.19% | Q4 2025 | Jan 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 27,700 | 598 | 0.04% | 0.05% | 14 | -4,200 | -13.17% | Q4 2025 | Feb 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 25,287 | 546 | 0.4% | 0.4% | 15 | -170 | -0.67% | Q4 2025 | Feb 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 21,505 | 464 | 0.6% | 0.83% | 16 | -4,050 | -15.85% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,386 | 397 | 0.0% | 0.0% | 17 | -2,080 | -10.16% | Q4 2025 | Feb 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 18,251 | 394 | 0.15% | 0.15% | 18 | +592 | 3.35% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,020 | 302 | 0.0% | 0.0% | 19 | -90,258 | -86.56% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,199 | 241 | 0.0% | — | 20 | +11,199 | New | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 10,278 | 222 | 0.0% | 0.01% | 21 | -4,405 | -30.0% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 10,227 | 220 | 0.02% | 0.04% | 22 | -8,144 | -44.33% | Q4 2025 | Jan 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 6,783 | 146 | 0.05% | 0.05% | 23 | +8 | 0.12% | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,754 | 145 | 0.0% | — | 24 | +6,754 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,000 | 64 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,273 | 49 | 0.0% | 0.01% | 26 | -1,845 | -44.8% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,492 | 32 | 0.0% | 0.0% | 27 | -238 | -13.76% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 808 | 17 | 0.0% | 0.0% | 28 | -1 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 467 | 10 | 0.0% | 0.0% | 29 | +5 | 1.08% | Q4 2025 | Jan 30, 2026 |
| ORG Wealth Partners, LLC | History | No change | 306 | 6 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 175 | 3 | 0.0% | 0.0% | 31 | +1 | 0.57% | Q4 2025 | Feb 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 150 | 3 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Motiv8 Investments LLC | History | New | 31 | 1 | 0.0% | — | 34 | +31 | New | Q4 2025 | Feb 13, 2026 |
| Davis Capital Management | History | No change | 67 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blackhawk Capital Partners, LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -143,638 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Running Point Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,164 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,618 | -100.0% | Q3 2025 | Nov 06, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,426 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |