FIRST TRUST EXCHANGE-TRADED FUND VIII - DJAN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 26 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 743,937 | 32,298 | 1.89% | 1.86% | 1 | +7,991 | 1.09% | Q4 2025 | Jan 15, 2026 |
| Brookstone Capital Management | History | Reduced | 322,200 | 13,988 | 0.16% | 0.18% | 2 | -44,000 | -12.02% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Reduced | 251,096 | 10,901 | 0.03% | 0.03% | 3 | -19,367 | -7.16% | Q4 2025 | Jan 26, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 227,382 | 9,871 | 1.11% | 1.17% | 4 | -5,043 | -2.17% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 218,353 | 9,479 | 0.0% | 0.0% | 5 | +17,428 | 8.67% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 196,555 | 8,533 | 0.02% | 0.02% | 6 | +8,691 | 4.63% | Q4 2025 | Feb 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 180,545 | 7,838 | 1.64% | 2.0% | 7 | -34,915 | -16.2% | Q4 2025 | Jan 07, 2026 |
| Cetera Investment Advisers | History | Added to | 175,167 | 7,604 | 0.01% | 0.01% | 8 | +29,320 | 20.1% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 137,652 | 5,976 | 0.02% | 0.03% | 9 | +2,776 | 2.06% | Q4 2025 | Feb 13, 2026 |
| SMART Wealth LLC | History | Reduced | 123,023 | 5,341 | 1.63% | 2.16% | 10 | -13,088 | -9.62% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 106,780 | 4,635 | 0.07% | 0.07% | 11 | +358 | 0.34% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 100,819 | 4,377 | 0.0% | 0.0% | 12 | +2,036 | 2.06% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 91,091 | 3,954 | 0.09% | 0.1% | 13 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 77,714 | 3,374 | 0.0% | 0.01% | 14 | -175,907 | -69.36% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 67,981 | 2,951 | 0.29% | — | 15 | +67,981 | New | Q4 2025 | Apr 01, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 63,556 | 2,759 | 0.16% | 0.17% | 16 | +5,504 | 9.48% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 63,366 | 2,751 | 0.03% | 0.03% | 17 | +5,314 | 9.15% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 58,696 | 2,548 | 0.01% | 0.01% | 18 | -4,512 | -7.14% | Q4 2025 | Feb 05, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 49,199 | 2,273 | 0.48% | 0.16% | 19 | +31,926 | 184.83% | Q4 2025 | Jan 26, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 51,314 | 2,227 | 0.37% | 0.37% | 20 | +438 | 0.86% | Q4 2025 | Feb 06, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 42,944 | 1,864 | 0.52% | 0.58% | 21 | -4,089 | -8.69% | Q4 2025 | Feb 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 40,094 | 1,740 | 0.35% | 0.4% | 22 | -3,995 | -9.06% | Q4 2025 | Feb 10, 2026 |
| Westwood Wealth Management | History | New | 39,315 | 1,706 | 1.28% | — | 23 | +39,315 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 39,315 | 1,706 | 1.28% | 1.38% | 24 | -2,110 | -5.09% | Q4 2025 | Jan 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 38,802 | 1,684 | 0.0% | 0.0% | 25 | -38,793 | -49.99% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | New | 34,399 | 1,493 | 0.01% | — | 26 | +34,399 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 31,834 | 1,382 | 0.08% | 0.06% | 27 | -34 | -0.11% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Reduced | 27,792 | 1,206 | 0.04% | 0.06% | 28 | -12,938 | -31.77% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 26,710 | 1,159 | 0.01% | 0.02% | 29 | -1,259 | -4.5% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,050 | 1,130 | 0.02% | 0.02% | 30 | +391 | 1.52% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,898 | 1,124 | 0.0% | 0.0% | 31 | +1,718 | 7.11% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 25,800 | 1,120 | 0.03% | — | 32 | +25,800 | New | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 24,132 | 1,047 | 0.0% | 0.0% | 33 | -6,313 | -20.74% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 24,065 | 1,044 | 0.0% | 0.0% | 34 | -3,670 | -13.23% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | New | 23,063 | 1,001 | 0.01% | — | 35 | +23,063 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,400 | 886 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 17,034 | 740 | 0.0% | 0.0% | 37 | -690 | -3.89% | Q4 2025 | Feb 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 15,652 | 679 | 0.25% | 0.25% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 14,206 | 616 | 0.2% | 0.21% | 39 | -1,182 | -7.68% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,627 | 591 | 0.01% | 0.02% | 40 | -14,235 | -51.09% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 13,588 | 589 | 0.0% | — | 41 | +13,588 | New | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,880 | 559 | 0.01% | 0.01% | 42 | +322 | 2.56% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 12,400 | 538 | 0.33% | 0.33% | 43 | -1,000 | -7.46% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 12,072 | 524 | 0.01% | 0.01% | 44 | +106 | 0.89% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 11,931 | 517 | 0.0% | 0.0% | 45 | +2,696 | 29.19% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 11,476 | 498 | 0.41% | 0.65% | 46 | -3,591 | -23.83% | Q4 2025 | Feb 10, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 11,371 | 493 | 0.06% | 0.07% | 47 | -72 | -0.63% | Q4 2025 | Feb 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 11,000 | 477 | 0.0% | 0.0% | 48 | -665 | -5.7% | Q4 2025 | Feb 17, 2026 |
| ACT Advisors, LLC. | History | No change | 10,618 | 460 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,216 | 443 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Added to | 9,729 | 425 | 0.07% | 0.06% | 51 | +740 | 8.23% | Q4 2025 | Feb 06, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 9,720 | 421 | 0.21% | 0.25% | 52 | -2,943 | -23.24% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 9,524 | 413 | 0.02% | 0.02% | 53 | -140 | -1.45% | Q4 2025 | Feb 12, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 9,133 | 396 | 0.27% | 0.27% | 54 | -2 | -0.02% | Q4 2025 | Jan 14, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 8,841 | 383 | 0.12% | 0.12% | 55 | -194 | -2.15% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,813 | 382 | 0.01% | 0.02% | 56 | -3,727 | -29.72% | Q4 2025 | Jan 21, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,492 | 368 | 0.19% | 0.2% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Schwallier Wealth Management LLC | History | New | 8,265 | 361 | 0.23% | — | 58 | +8,265 | New | Q4 2025 | Feb 11, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 8,304 | 360 | 0.23% | 0.26% | 59 | -694 | -7.71% | Q4 2025 | Feb 02, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 8,135 | 353 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,800 | 338 | 0.0% | 0.0% | 61 | -200 | -2.5% | Q4 2025 | Feb 18, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 7,673 | 333 | 0.01% | 0.02% | 62 | -329 | -4.11% | Q4 2025 | Feb 17, 2026 |
| JDM Financial Group LLC | History | Reduced | 7,640 | 331 | 0.13% | 0.76% | 64 | -35,139 | -82.14% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 7,642 | 331 | 0.01% | 0.04% | 63 | -8,211 | -51.79% | Q4 2025 | Feb 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 7,216 | 313 | 0.13% | 0.13% | 65 | -3 | -0.04% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,037 | 305 | 0.0% | 0.0% | 66 | +1,587 | 29.12% | Q4 2025 | Mar 16, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 6,916 | 304 | 0.22% | 0.23% | 67 | -69 | -0.99% | Q4 2025 | Feb 11, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 6,947 | 301 | 0.12% | 0.14% | 68 | -570 | -7.58% | Q4 2025 | Jan 21, 2026 |
| Cottage Street Advisors LLC | History | No change | 6,772 | 294 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kovack Advisors, Inc. | History | New | 6,528 | 283 | 0.01% | — | 70 | +6,528 | New | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 6,502 | 282 | 0.04% | — | 71 | +6,502 | New | Q4 2025 | Jan 05, 2026 |
| PFG Advisors | History | Reduced | 6,242 | 270 | 0.01% | 0.01% | 72 | -604 | -8.82% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | No change | 6,017 | 261 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,896 | 256 | 0.21% | 0.21% | 74 | -290 | -4.69% | Q4 2025 | Jan 28, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 5,851 | 254 | 0.16% | — | 75 | +5,851 | New | Q4 2025 | Feb 04, 2026 |
| Kercheville Advisors, LLC | History | New | 5,700 | 248 | 0.06% | — | 76 | +5,700 | New | Q4 2025 | Jan 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,459 | 237 | 0.02% | 0.13% | 77 | -30,250 | -84.71% | Q4 2025 | Jan 23, 2026 |
| Castleview Partners, LLC | History | No change | 5,416 | 235 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,376 | 233 | 0.0% | 0.0% | 79 | -729 | -11.94% | Q4 2025 | Jan 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,321 | 231 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RiverTree Advisors, LLC | History | No change | 5,220 | 226 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 5,133 | 222 | 0.06% | 0.06% | 82 | -87 | -1.67% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,063 | 219 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,967 | 215 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 4,940 | 214 | 0.0% | 0.0% | 85 | -2,329 | -32.04% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 4,604 | 199 | 0.0% | 0.0% | 86 | -170 | -3.56% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,128 | 179 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,958 | 171 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,546 | 153 | 0.02% | 0.02% | 89 | -115 | -3.14% | Q4 2025 | Feb 09, 2026 |
| MTM Investment Management, LLC | History | No change | 3,200 | 138 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | New | 2,500 | 108 | 0.0% | — | 91 | +2,500 | New | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,996 | 87 | 0.0% | — | 92 | +1,996 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,811 | 78 | 0.01% | 0.01% | 93 | -110 | -5.73% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | No change | 1,642 | 71 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,650 | 71 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,490 | 64 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,263 | 54 | 0.0% | 0.0% | 97 | -31 | -2.4% | Q4 2025 | Jan 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,078 | 47 | 0.0% | 0.0% | 98 | +1,049 | 3617.24% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | No change | 1,060 | 46 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,043 | 45 | 0.0% | 0.0% | 100 | +821 | 369.82% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 798 | 34 | 0.0% | 0.0% | 101 | -530 | -39.91% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 780 | 33 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | No change | 643 | 27 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 327 | 14 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 263 | 11 | 0.01% | — | 106 | +263 | New | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | New | 263 | 11 | 0.01% | — | 107 | +263 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 161 | 7 | 0.0% | — | 108 | +161 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 161 | 6 | 0.0% | — | 109 | +161 | New | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,700 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Santori & Peters, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -15,979 | -100.0% | Q3 2025 | Oct 15, 2025 |
| VICUS CAPITAL | History | Closed out | 0 | 0 | — | 0.04% | — | -11,340 | -100.0% | Q3 2025 | Oct 24, 2025 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,315 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CASCADE INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.23% | — | -8,091 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,073 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Core Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,950 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MORGAN STANLEY | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 13, 2026 |