FIRST TRUST EXCHANGE-TRADED FUND VIII - DEED
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GDS Wealth Management | History | Added to | 1,149,150 | 24,568 | 1.17% | 1.41% | 1 | +51,415 | 4.68% | Q2 2026 | Aug 13, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 398,039 | 8,510 | 4.98% | 5.95% | 2 | -24,541 | -5.81% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 219,232 | 4,687 | 0.01% | 0.02% | 3 | -78,458 | -26.36% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 100,748 | 2,153 | 0.0% | 0.0% | 4 | +62,384 | 162.61% | Q2 2026 | Sep 02, 2026 |
| Vise Technologies, Inc. | History | New | 98,942 | 2,115 | 0.02% | — | 5 | +98,942 | New | Q2 2026 | Aug 10, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 98,676 | 2,109 | 1.68% | 1.83% | 6 | +1,191 | 1.22% | Q2 2026 | Jul 24, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 83,760 | 1,790 | 0.68% | 0.73% | 7 | +4,072 | 5.11% | Q2 2026 | Aug 03, 2026 |
| ALTFEST L J & CO INC | History | Added to | 80,692 | 1,725 | 0.17% | 0.18% | 8 | +3,611 | 4.68% | Q2 2026 | Jul 30, 2026 |
| LPL Financial LLC | History | Reduced | 79,889 | 1,708 | 0.0% | 0.0% | 9 | -7,902 | -9.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 52,278 | 1,117 | 0.0% | 0.0% | 10 | -83,935 | -61.62% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 42,274 | 903 | 0.02% | 0.02% | 11 | +1,881 | 4.66% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 38,373 | 820 | 0.0% | 0.0% | 12 | -59,960 | -60.98% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 31,319 | 669 | 0.02% | 0.03% | 13 | -5,954 | -15.97% | Q2 2026 | Jul 31, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 26,700 | 570 | 0.02% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 25,243 | 539 | 0.36% | 0.41% | 15 | -137 | -0.54% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,211 | 496 | 0.0% | 0.0% | 16 | +1,107 | 5.01% | Q2 2026 | Aug 17, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 19,409 | 414 | 0.42% | — | 17 | +19,409 | New | Q2 2026 | Jul 08, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 18,302 | 390 | 0.15% | 0.15% | 18 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,575 | 311 | 0.0% | 0.0% | 19 | -41,701 | -74.1% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 13,594 | 290 | 0.1% | 0.15% | 20 | -4,708 | -25.72% | Q2 2026 | Jul 17, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 10,632 | 227 | 0.1% | — | 21 | +10,632 | New | Q2 2026 | Aug 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 6,874 | 146 | 0.04% | 0.05% | 22 | +68 | 1.0% | Q2 2026 | Jul 21, 2026 |
| GeoWealth Management, LLC | History | New | 4,963 | 106 | 0.0% | — | 23 | +4,963 | New | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,000 | 64 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 1,650 | 35 | 0.0% | — | 25 | +1,650 | New | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 966 | 20 | 0.0% | 0.0% | 26 | -277 | -22.28% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 809 | 17 | 0.0% | 0.0% | 27 | -4,928 | -85.9% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 478 | 10 | 0.0% | 0.0% | 28 | +6 | 1.27% | Q2 2026 | Jul 24, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 306 | 6 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 244 | 5 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 226 | 4 | 0.0% | 0.0% | 31 | +50 | 28.41% | Q2 2026 | Aug 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 150 | 3 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Davis Capital Management | History | No change | 67 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,509 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,625 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,571 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,765 | -100.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -2,236 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,562 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -513 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 27, 2026 |