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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| One Way Holdings LLC | History | Reduced | 934,881 | 18,950 | 0.85% | 1.17% | 1 | -214,269 | -18.65% | Q3 2026 | Oct 29, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 391,261 | 7,930 | 4.6% | 4.98% | 2 | -6,778 | -1.7% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 219,232 | 4,687 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 100,748 | 2,153 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 100,441 | 2,035 | 1.65% | 1.68% | 5 | +1,765 | 1.79% | Q3 2026 | Oct 19, 2026 |
| Vise Technologies, Inc. | History | Reduced | 98,500 | 1,996 | 0.02% | 0.02% | 6 | -442 | -0.45% | Q3 2026 | Oct 28, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 83,760 | 1,790 | 0.68% | 0.68% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 79,889 | 1,708 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALTFEST L J & CO INC | History | Added to | 83,327 | 1,689 | 0.17% | 0.17% | 9 | +2,635 | 3.27% | Q3 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 52,278 | 1,117 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 38,373 | 820 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 39,940 | 809 | 0.02% | 0.02% | 12 | -2,334 | -5.52% | Q3 2026 | Nov 02, 2026 |
| Belpointe Asset Management LLC | History | No change | 31,319 | 669 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 26,700 | 570 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 25,243 | 539 | 0.36% | 0.36% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 23,211 | 496 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,575 | 311 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 14,962 | 303 | 0.29% | 0.42% | 18 | -4,447 | -22.91% | Q3 2026 | Oct 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 14,340 | 291 | 0.0% | — | 19 | +14,340 | New | Q3 2026 | Nov 02, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 12,923 | 261 | 0.09% | 0.1% | 20 | -671 | -4.94% | Q3 2026 | Oct 20, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 10,632 | 227 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Darwin Wealth Management, LLC | History | No change | 6,874 | 146 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GeoWealth Management, LLC | History | No change | 4,963 | 106 | 0.0% | 0.0% | 23 | 0 | 0.0% | 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 | No change | 1,650 | 35 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 966 | 20 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 809 | 17 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 484 | 9 | 0.0% | 0.0% | 28 | +6 | 1.26% | Q3 2026 | Oct 21, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 306 | 6 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 226 | 4 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 244 | 4 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2026 | Nov 04, 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% | Q3 2026 | Oct 08, 2026 |
| Root Financial Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 21, 2026 |