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 | 1,225,754 | 55,801 | 2.96% | 2.96% | 1 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 353,872 | 16,109 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Brookstone Capital Management | History | Reduced | 281,247 | 13,125 | 0.13% | 0.13% | 3 | -10,654 | -3.65% | Q3 2026 | Oct 22, 2026 |
| Cetera Investment Advisers | History | No change | 232,988 | 10,606 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 207,299 | 9,437 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 197,622 | 8,996 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 105,691 | 4,811 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 104,532 | 4,758 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 95,238 | 4,444 | 0.22% | 0.2% | 9 | +9,713 | 11.36% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 94,572 | 4,305 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 91,233 | 4,257 | 0.07% | 0.08% | 11 | -143 | -0.16% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 90,282 | 4,213 | 0.01% | 0.02% | 12 | -25,322 | -21.9% | Q3 2026 | Nov 02, 2026 |
| Horizon Investments, LLC | History | No change | 85,525 | 3,893 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 66,829 | 3,119 | 0.01% | — | 14 | +66,829 | New | Q3 2026 | Nov 02, 2026 |
| SMART Wealth LLC | History | Reduced | 64,893 | 3,028 | 0.62% | 0.89% | 15 | -26,003 | -28.61% | Q3 2026 | Nov 04, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 63,457 | 2,961 | 0.53% | 0.39% | 16 | -872 | -1.36% | Q3 2026 | Oct 20, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 56,055 | 2,616 | 0.24% | 0.26% | 17 | -6,618 | -10.56% | Q3 2026 | Oct 19, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 56,589 | 2,576 | 0.61% | 0.61% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 55,829 | 2,541 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 45,982 | 2,086 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 43,535 | 2,031 | 0.0% | 0.0% | 21 | -7,595 | -14.85% | Q3 2026 | Nov 02, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 41,557 | 1,939 | 0.1% | 0.09% | 22 | -87 | -0.21% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 41,730 | 1,899 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 40,346 | 1,882 | 0.31% | 0.32% | 24 | -255 | -0.63% | Q3 2026 | Nov 02, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 39,662 | 1,851 | 0.53% | 0.51% | 25 | -370 | -0.92% | Q3 2026 | Oct 19, 2026 |
| &PARTNERS | History | No change | 38,154 | 1,736 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 36,927 | 1,723 | 1.17% | 1.09% | 27 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Apollon Wealth Management, LLC | History | No change | 36,447 | 1,700 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,953 | 1,444 | 0.0% | 0.0% | 29 | -3,114 | -9.14% | Q3 2026 | Oct 30, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 30,439 | 1,420 | 0.38% | 0.39% | 30 | -1,871 | -5.79% | Q3 2026 | Oct 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 30,000 | 1,366 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1ST SOURCE BANK | History | No change | 26,544 | 1,208 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Falcon Wealth Planning | History | No change | 23,386 | 1,064 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | No change | 22,237 | 1,012 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 21,585 | 982 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,250 | 922 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 19,763 | 899 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 19,608 | 892 | 0.43% | 0.43% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 19,361 | 881 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 19,340 | 880 | 0.28% | 0.28% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,680 | 850 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 15,850 | 739 | 0.02% | 0.02% | 42 | -500 | -3.06% | Q3 2026 | Oct 16, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 15,782 | 736 | 0.07% | 0.08% | 43 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HRT FINANCIAL LP | History | No change | 15,179 | 691 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | Added to | 14,545 | 678 | 0.04% | 0.04% | 45 | +2,290 | 18.69% | Q3 2026 | Nov 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 14,487 | 659 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 13,947 | 634 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeWealth Investments, LLC | History | No change | 13,571 | 633 | 0.18% | 0.16% | 48 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,816 | 628 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Added to | 13,425 | 626 | 0.01% | 0.01% | 50 | +40 | 0.3% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,385 | 609 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 13,255 | 603 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 12,832 | 584 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequent Planning LLC | History | No change | 12,482 | 568 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | No change | 12,400 | 564 | 0.39% | 0.39% | 55 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 12,069 | 562 | 0.1% | 0.15% | 56 | -6,011 | -33.25% | Q3 2026 | Nov 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,000 | 500 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACT Advisors, LLC. | History | No change | 10,618 | 495 | 0.16% | 0.16% | 58 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ignite Planners, LLC | History | No change | 9,904 | 462 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 9,640 | 438 | 0.24% | 0.24% | 60 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 9,256 | 431 | 0.0% | 0.0% | 61 | -124 | -1.32% | Q3 2026 | Oct 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,396 | 427 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 9,144 | 426 | 0.24% | 0.31% | 63 | -2,329 | -20.3% | Q3 2026 | Oct 28, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 8,701 | 406 | 0.16% | 0.17% | 64 | -730 | -7.74% | Q3 2026 | Oct 16, 2026 |
| Castleview Partners, LLC | History | No change | 8,506 | 396 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Schwallier Wealth Management LLC | History | No change | 8,704 | 396 | 0.25% | 0.25% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,492 | 396 | 0.15% | 0.16% | 67 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,885 | 368 | 0.03% | 0.03% | 68 | -3,062 | -27.97% | Q3 2026 | Oct 28, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 7,845 | 366 | 0.21% | 0.26% | 69 | -2,096 | -21.08% | Q3 2026 | Oct 21, 2026 |
| Seven Hills Financial, LLC | History | New | 7,780 | 363 | 0.22% | — | 70 | +7,780 | New | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,736 | 352 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,673 | 349 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JDM Financial Group LLC | History | No change | 7,640 | 347 | 0.12% | 0.12% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,332 | 342 | 0.01% | 0.01% | 74 | -84 | -1.13% | Q3 2026 | Oct 23, 2026 |
| Western Wealth Management, LLC | History | No change | 7,198 | 327 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 6,947 | 324 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,846 | 311 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,618 | 308 | 0.11% | 0.11% | 78 | -368 | -5.27% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,473 | 302 | 0.0% | 0.0% | 79 | -4,371 | -40.31% | Q3 2026 | Oct 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,069 | 283 | 0.0% | 0.0% | 80 | -51 | -0.83% | Q3 2026 | Oct 26, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 5,921 | 276 | 0.15% | 0.17% | 81 | -849 | -12.54% | Q3 2026 | Oct 13, 2026 |
| Mission Financial Group, LLC | History | Reduced | 5,850 | 273 | 0.22% | 0.24% | 83 | -598 | -9.27% | Q3 2026 | Oct 21, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 5,851 | 273 | 0.13% | 0.12% | 82 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Kercheville Advisors, LLC | History | No change | 5,700 | 266 | 0.07% | 0.08% | 84 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Mutual Advisors, LLC | History | No change | 5,817 | 264 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 5,651 | 263 | 0.17% | 0.18% | 86 | -32 | -0.56% | Q3 2026 | Oct 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 5,577 | 260 | 0.11% | 0.1% | 87 | +252 | 4.73% | Q3 2026 | Nov 04, 2026 |
| LVZ, Inc. | History | No change | 5,351 | 249 | 0.03% | 0.02% | 88 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| RiverTree Advisors, LLC | History | No change | 5,160 | 240 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,171 | 235 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 5,133 | 233 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 5,002 | 224 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 4,772 | 217 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 4,646 | 216 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Santori & Peters, Inc. | History | Reduced | 4,600 | 214 | 0.06% | 0.09% | 95 | -2,537 | -35.55% | Q3 2026 | Oct 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,564 | 212 | 0.0% | 0.0% | 96 | -16 | -0.35% | Q3 2026 | Oct 22, 2026 |
| BARCLAYS PLC | History | No change | 3,690 | 167 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | No change | 2,785 | 129 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 2,818 | 128 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,500 | 113 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,387 | 111 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,400 | 109 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,170 | 101 | 0.01% | 0.01% | 103 | -244 | -10.11% | Q3 2026 | Oct 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,650 | 77 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | No change | 1,642 | 76 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,488 | 67 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,355 | 61 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,166 | 53 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,105 | 51 | 0.0% | 0.0% | 109 | -120 | -9.8% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,132 | 51 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 770 | 34 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 688 | 32 | 0.0% | 0.0% | 112 | -520 | -43.05% | Q3 2026 | Oct 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Benson Wealth Management INC | History | No change | 263 | 11 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 161 | 7 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 8.44% | — | -680,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -122,246 | -100.0% | Q3 2026 | Oct 21, 2026 |
| LexAurum Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,632 | -100.0% | Q3 2026 | Oct 19, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,724 | -100.0% | Q3 2026 | Nov 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -780 | -100.0% | Q3 2026 | Nov 04, 2026 |