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 | 1,097,735 | 23,414 | 1.41% | 1.43% | 1 | +40,777 | 3.86% | Q1 2026 | Apr 27, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 422,580 | 9,013 | 5.95% | 6.44% | 2 | -2,857 | -0.67% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 297,690 | 6,349 | 0.02% | 0.02% | 3 | -14,586 | -4.67% | Q1 2026 | Jun 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 136,213 | 2,905 | 0.0% | 0.0% | 4 | -22,828 | -14.35% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 98,333 | 2,097 | 0.0% | 0.0% | 5 | +84,313 | 601.38% | Q1 2026 | May 12, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 97,485 | 2,079 | 1.83% | 1.39% | 6 | +4,213 | 4.52% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 87,791 | 1,872 | 0.0% | 0.0% | 7 | -592 | -0.67% | Q1 2026 | May 06, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 79,688 | 1,699 | 0.73% | 0.68% | 8 | +7,170 | 9.89% | Q1 2026 | May 01, 2026 |
| ALTFEST L J & CO INC | History | Added to | 77,081 | 1,644 | 0.18% | 0.17% | 9 | +5,863 | 8.23% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 56,276 | 1,200 | 0.0% | 0.0% | 10 | +45,077 | 402.51% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 40,393 | 861 | 0.02% | 0.02% | 11 | +1,844 | 4.78% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 38,364 | 818 | 0.0% | 0.0% | 12 | -2,724 | -6.63% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 37,273 | 795 | 0.03% | 0.02% | 13 | +7,995 | 27.31% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 28,509 | 608 | 0.0% | — | 14 | +28,509 | New | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 26,700 | 569 | 0.04% | 0.04% | 15 | -1,000 | -3.61% | Q1 2026 | May 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 25,380 | 541 | 0.41% | 0.4% | 16 | +93 | 0.37% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 22,625 | 482 | 0.0% | — | 17 | +22,625 | New | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 22,104 | 477 | 0.0% | 0.02% | 18 | -94,062 | -80.97% | Q1 2026 | May 15, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 21,505 | 464 | 0.6% | 0.6% | 19 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,571 | 396 | 0.0% | 0.0% | 20 | +185 | 1.01% | Q1 2026 | Apr 30, 2026 |
| TCFG Investment Advisors, LLC | History | New | 18,302 | 390 | 0.15% | — | 22 | +18,302 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 18,302 | 390 | 0.15% | 0.15% | 21 | +51 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,765 | 378 | 0.03% | 0.02% | 23 | +7,538 | 73.71% | Q1 2026 | Apr 17, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 6,806 | 145 | 0.05% | 0.05% | 24 | +23 | 0.34% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 5,737 | 122 | 0.0% | 0.0% | 25 | +4,929 | 610.02% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,000 | 63 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | New | 2,236 | 47 | 0.0% | — | 27 | +2,236 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,562 | 33 | 0.0% | 0.0% | 28 | -711 | -31.28% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,243 | 26 | 0.0% | 0.0% | 29 | -249 | -16.69% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 513 | 10 | 0.0% | — | 31 | +513 | New | Q1 2026 | May 08, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 472 | 10 | 0.0% | 0.0% | 30 | +5 | 1.07% | Q1 2026 | Apr 24, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 306 | 6 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 244 | 5 | 0.0% | — | 33 | +244 | New | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 176 | 3 | 0.0% | 0.0% | 34 | +1 | 0.57% | Q1 2026 | May 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 150 | 3 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Davis Capital Management | History | No change | 67 | 1 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Motiv8 Investments LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -36,134 | -100.0% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,278 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,754 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |