FIRST TRUST EXCHANGE-TRADED FUND VIII - DJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | History | No change | 1,207,202 | 51,342 | 3.06% | 3.06% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First International Bank of Israel Ltd. | History | No change | 680,000 | 30,956 | 8.44% | 8.5% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 353,872 | 16,109 | 0.0% | 0.0% | 3 | +59,801 | 20.34% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | Reduced | 291,901 | 13,288 | 0.13% | 0.16% | 4 | -32,076 | -9.9% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 281,130 | 11,956 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 232,988 | 10,606 | 0.01% | 0.01% | 6 | +958 | 0.41% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 207,299 | 9,437 | 0.02% | 0.02% | 7 | +10,607 | 5.39% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 197,622 | 8,996 | 0.0% | 0.0% | 8 | +54,833 | 38.4% | Q2 2026 | Aug 07, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 122,246 | 5,565 | 0.93% | 1.06% | 9 | -2,194 | -1.76% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 115,604 | 5,262 | 0.02% | 0.02% | 10 | -6,048 | -4.97% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 105,691 | 4,811 | 0.05% | 0.06% | 11 | +418 | 0.4% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 104,532 | 4,758 | 0.0% | 0.0% | 12 | -9,894 | -8.65% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 94,572 | 4,305 | 0.01% | 0.01% | 13 | -4,952 | -4.98% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 91,376 | 4,159 | 0.08% | 0.08% | 14 | +315 | 0.35% | Q2 2026 | Jul 20, 2026 |
| SMART Wealth LLC | History | Reduced | 90,896 | 4,137 | 0.89% | 1.46% | 15 | -26,038 | -22.27% | Q2 2026 | Aug 05, 2026 |
| Horizon Investments, LLC | History | Reduced | 85,525 | 3,893 | 0.04% | 0.07% | 17 | -63,705 | -42.69% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 85,525 | 3,893 | 0.2% | 0.19% | 16 | +9,551 | 12.57% | Q2 2026 | Jul 31, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 64,329 | 2,928 | 0.39% | 0.48% | 18 | -7,198 | -10.06% | Q2 2026 | Jul 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 62,673 | 2,853 | 0.26% | 0.29% | 19 | -6,057 | -8.81% | Q2 2026 | Jul 16, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 56,589 | 2,576 | 0.61% | 0.58% | 20 | +7,345 | 14.92% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 55,829 | 2,541 | 0.03% | 0.04% | 21 | +27 | 0.05% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 51,130 | 2,327 | 0.0% | 0.0% | 22 | -2,367 | -4.42% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 45,982 | 2,086 | 0.0% | 0.0% | 23 | +45,495 | 9341.89% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 41,730 | 1,899 | 0.0% | — | 24 | +41,730 | New | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 41,644 | 1,895 | 0.09% | 0.09% | 25 | +5,737 | 15.98% | Q2 2026 | Jul 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 40,601 | 1,848 | 0.32% | 0.37% | 26 | -3,727 | -8.41% | Q2 2026 | Aug 04, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 40,032 | 1,822 | 0.51% | 0.55% | 27 | -660 | -1.62% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | Reduced | 38,154 | 1,736 | 0.01% | 0.01% | 28 | -1,000 | -2.55% | Q2 2026 | Aug 14, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 36,927 | 1,681 | 1.09% | 1.17% | 29 | -328 | -0.88% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 36,447 | 1,659 | 0.02% | 0.02% | 30 | +8,188 | 28.97% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 34,067 | 1,550 | 0.0% | 0.0% | 31 | -11,651 | -25.48% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 32,310 | 1,470 | 0.39% | 0.47% | 32 | -4,638 | -12.55% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 30,000 | 1,366 | 0.0% | 0.0% | 33 | -3,573 | -10.64% | Q2 2026 | Aug 05, 2026 |
| 1ST SOURCE BANK | History | Added to | 26,544 | 1,208 | 0.05% | 0.06% | 34 | +90 | 0.34% | Q2 2026 | Aug 06, 2026 |
| Falcon Wealth Planning | History | No change | 23,386 | 1,064 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 22,237 | 1,012 | 0.01% | 0.01% | 36 | -246 | -1.09% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,585 | 982 | 0.05% | 0.05% | 37 | +1,079 | 5.26% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 20,250 | 922 | 0.01% | 0.02% | 38 | -150 | -0.74% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 19,763 | 899 | 0.01% | 0.01% | 39 | -220 | -1.1% | Q2 2026 | Aug 06, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 19,608 | 892 | 0.43% | 0.42% | 40 | -184 | -0.93% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 19,361 | 881 | 0.01% | 0.01% | 41 | +3,488 | 21.97% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 19,340 | 880 | 0.28% | 0.3% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 18,680 | 850 | 0.02% | 0.01% | 43 | +11,038 | 144.44% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 18,080 | 823 | 0.15% | 0.17% | 44 | -838 | -4.43% | Q2 2026 | Aug 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 16,350 | 744 | 0.02% | 0.02% | 45 | -800 | -4.66% | Q2 2026 | Jul 29, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 15,782 | 718 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HRT FINANCIAL LP | History | New | 15,179 | 691 | 0.0% | — | 47 | +15,179 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 14,487 | 659 | 0.01% | 0.01% | 48 | +327 | 2.31% | Q2 2026 | Aug 06, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 13,947 | 634 | 0.06% | 1.02% | 49 | -202,896 | -93.57% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,816 | 628 | 0.01% | 0.01% | 50 | -273 | -1.94% | Q2 2026 | Aug 10, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 13,571 | 617 | 0.16% | 0.17% | 51 | -198 | -1.44% | Q2 2026 | Jul 16, 2026 |
| RFG Advisory, LLC | History | Added to | 13,385 | 609 | 0.01% | 0.01% | 52 | +1,113 | 9.07% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,385 | 609 | 0.0% | 0.0% | 53 | +460 | 3.56% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 13,255 | 603 | 0.0% | 0.0% | 54 | -7,410 | -35.86% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,832 | 584 | 0.0% | 0.0% | 55 | +6,067 | 89.68% | Q2 2026 | Aug 05, 2026 |
| Sequent Planning LLC | History | Reduced | 12,482 | 568 | 0.12% | 0.13% | 56 | -45 | -0.36% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | No change | 12,400 | 564 | 0.39% | 0.39% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VICUS CAPITAL | History | Added to | 12,255 | 557 | 0.04% | 0.03% | 58 | +1,246 | 11.32% | Q2 2026 | Aug 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 11,473 | 522 | 0.31% | 0.36% | 59 | -6 | -0.05% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,000 | 500 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 10,947 | 498 | 0.03% | 0.02% | 61 | +4,243 | 63.29% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,844 | 493 | 0.0% | 0.0% | 62 | +3,821 | 54.41% | Q2 2026 | Jul 17, 2026 |
| ACT Advisors, LLC. | History | No change | 10,618 | 483 | 0.16% | 0.19% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Grantvest Financial Group LLC | History | No change | 9,941 | 452 | 0.26% | 0.27% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 9,904 | 450 | 0.06% | 0.07% | 65 | -465 | -4.48% | Q2 2026 | Jul 23, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 9,640 | 438 | 0.24% | 0.27% | 66 | -262 | -2.65% | Q2 2026 | Jul 13, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 9,431 | 429 | 0.17% | 0.21% | 67 | -2,193 | -18.87% | Q2 2026 | Jul 20, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 9,396 | 427 | 0.03% | 0.03% | 69 | -330 | -3.39% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 9,380 | 427 | 0.0% | 0.0% | 68 | -66 | -0.7% | Q2 2026 | Aug 05, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 8,704 | 396 | 0.25% | 0.27% | 70 | -43 | -0.49% | Q2 2026 | Aug 14, 2026 |
| Castleview Partners, LLC | History | Reduced | 8,506 | 387 | 0.17% | 0.19% | 71 | -1 | -0.01% | Q2 2026 | Jul 20, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,492 | 386 | 0.16% | 0.18% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,736 | 352 | 0.0% | 0.0% | 73 | -78 | -1.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,673 | 349 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JDM Financial Group LLC | History | No change | 7,640 | 347 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 8,135 | 345 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,416 | 337 | 0.01% | 0.01% | 77 | -1,199 | -13.92% | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, LLC | History | No change | 7,198 | 327 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Santori & Peters, Inc. | History | No change | 7,137 | 324 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,986 | 318 | 0.11% | 0.12% | 80 | -100 | -1.41% | Q2 2026 | Jul 23, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 6,947 | 315 | 0.09% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,846 | 311 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 6,770 | 308 | 0.17% | 0.19% | 83 | -52 | -0.76% | Q2 2026 | Jul 23, 2026 |
| Mission Financial Group, LLC | History | New | 6,448 | 293 | 0.24% | — | 84 | +6,448 | New | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,120 | 279 | 0.0% | 0.0% | 85 | -2,576 | -29.62% | Q2 2026 | Jul 20, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 5,851 | 266 | 0.12% | 0.14% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,817 | 264 | 0.0% | 0.01% | 87 | -200 | -3.32% | Q2 2026 | Aug 14, 2026 |
| Kercheville Advisors, LLC | History | No change | 5,700 | 259 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 5,683 | 258 | 0.18% | 0.21% | 89 | -839 | -12.86% | Q2 2026 | Jul 21, 2026 |
| LexAurum Advisors, LLC | History | Added to | 5,632 | 256 | 0.03% | 0.03% | 90 | +183 | 3.36% | Q2 2026 | Jul 15, 2026 |
| LVZ, Inc. | History | No change | 5,351 | 243 | 0.02% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 5,325 | 242 | 0.1% | — | 92 | +5,325 | New | Q2 2026 | Aug 07, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 5,171 | 235 | 0.07% | 0.07% | 93 | -150 | -2.82% | Q2 2026 | Aug 12, 2026 |
| RiverTree Advisors, LLC | History | No change | 5,160 | 234 | 0.14% | 0.14% | 94 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 5,133 | 233 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | New | 5,002 | 227 | 0.01% | — | 96 | +5,002 | New | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 4,772 | 217 | 0.0% | 0.0% | 97 | +1 | 0.02% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | Reduced | 4,724 | 214 | 0.01% | 0.01% | 98 | -87 | -1.81% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,646 | 211 | 0.0% | 0.0% | 99 | -574 | -11.0% | Q2 2026 | Jul 31, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 4,580 | 208 | 0.0% | — | 100 | +4,580 | New | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | New | 3,690 | 167 | 0.0% | — | 101 | +3,690 | New | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,128 | 133 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,818 | 128 | 0.0% | — | 103 | +2,800 | 15555.56% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | Reduced | 2,785 | 126 | 0.04% | 0.04% | 104 | -415 | -12.97% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 2,500 | 113 | 0.0% | — | 105 | +2,500 | New | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,400 | 109 | 0.0% | — | 107 | +2,400 | New | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,414 | 109 | 0.01% | 0.01% | 106 | -132 | -5.18% | Q2 2026 | Jul 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 2,387 | 108 | 0.01% | 0.02% | 108 | -100 | -4.02% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,650 | 75 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 1,642 | 74 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,488 | 67 | 0.0% | 0.0% | 111 | -2 | -0.13% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,355 | 61 | 0.0% | 0.0% | 112 | +557 | 69.8% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,225 | 55 | 0.0% | 0.0% | 113 | -37 | -2.93% | Q2 2026 | Jul 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,208 | 54 | 0.0% | 0.0% | 114 | +7 | 0.58% | Q2 2026 | Jul 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,166 | 53 | 0.01% | 0.01% | 115 | -258 | -18.12% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,132 | 51 | 0.01% | — | 116 | +1,132 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 780 | 35 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 770 | 34 | 0.0% | 0.0% | 118 | -3,942 | -83.66% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Benson Wealth Management INC | History | No change | 263 | 11 | 0.01% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 161 | 7 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -66,066 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,633 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,917 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -10,001 | -100.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -5,425 | -100.0% | Q2 2026 | Jul 16, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.18% | — | -5,266 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Sage Capital Advisors,llc | History | Closed out | 0 | 0 | — | 0.05% | — | -5,236 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,230 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,215 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,078 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,060 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q2 2026 | Jul 15, 2026 |