FIRST TRUST EXCHANGE-TRADED FUND VIII - DJUL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 635,714 | 30,240 | 8.32% | 9.16% | 1 | -50,023 | -7.29% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 241,243 | 11,475 | 0.0% | 0.0% | 2 | -4,336 | -1.77% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 194,395 | 9,247 | 0.0% | 0.0% | 3 | +18,412 | 10.46% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 152,738 | 7,265 | 0.01% | 0.02% | 4 | -114,517 | -42.85% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 147,614 | 7,021 | 1.16% | 1.18% | 5 | -358 | -0.24% | Q4 2025 | Feb 06, 2026 |
| Ignite Planners, LLC | History | Reduced | 142,861 | 6,845 | 1.05% | 1.22% | 6 | -17,126 | -10.7% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 141,714 | 6,741 | 0.01% | 0.01% | 7 | -1,165 | -0.82% | Q4 2025 | Feb 02, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 120,134 | 5,714 | 0.96% | 1.05% | 8 | -7,182 | -5.64% | Q4 2025 | Feb 10, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 116,203 | 5,577 | 4.12% | 4.57% | 9 | -7,913 | -6.38% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 115,217 | 5,467 | 0.32% | 0.33% | 10 | +9,990 | 9.49% | Q4 2025 | Feb 10, 2026 |
| Foguth Wealth Management, LLC. | History | New | 113,854 | 5,412 | 0.84% | — | 11 | +113,854 | New | Q4 2025 | Jan 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 109,046 | 5,187 | 1.05% | 1.42% | 12 | -31,312 | -22.31% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 94,858 | 4,512 | 0.01% | 0.02% | 13 | -13,874 | -12.76% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 94,168 | 4,479 | 0.02% | 0.02% | 14 | -647 | -0.68% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 89,639 | 4,264 | 0.0% | 0.0% | 15 | +3,093 | 3.57% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 80,343 | 3,822 | 0.01% | 0.01% | 16 | -875 | -1.08% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 76,287 | 3,628 | 0.0% | 0.0% | 17 | +3,802 | 5.25% | Q4 2025 | Feb 11, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 73,159 | 3,480 | 1.1% | 1.18% | 18 | -3,748 | -4.87% | Q4 2025 | Jan 26, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 62,281 | 2,962 | 2.03% | 2.23% | 19 | -5,454 | -8.05% | Q4 2025 | Jan 14, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 60,058 | 2,856 | 0.86% | 0.91% | 20 | -2,626 | -4.19% | Q4 2025 | Jan 29, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 59,146 | 2,813 | 0.79% | 0.91% | 21 | -7,113 | -10.74% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 38,107 | 1,812 | 0.0% | 0.0% | 22 | -20,593 | -35.08% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 37,966 | 1,806 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SMART Wealth LLC | History | Reduced | 27,411 | 1,303 | 0.4% | 0.53% | 24 | -2,415 | -8.1% | Q4 2025 | Jan 26, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 27,232 | 1,295 | 0.34% | 0.62% | 26 | -22,534 | -45.28% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,229 | 1,295 | 0.03% | 0.03% | 25 | +952 | 3.62% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | Added to | 27,174 | 1,292 | 0.06% | 0.11% | 27 | +3,234 | 13.51% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 25,323 | 1,204 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 24,143 | 1,148 | 0.35% | 0.38% | 29 | -848 | -3.39% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 22,974 | 1,092 | 0.0% | 0.0% | 30 | -3,985 | -14.78% | Q4 2025 | Mar 16, 2026 |
| Falcon Wealth Planning | History | No change | 20,379 | 969 | 0.08% | 0.09% | 31 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 1ST SOURCE BANK | History | Reduced | 19,735 | 938 | 0.05% | 0.05% | 32 | -725 | -3.54% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 19,635 | 934 | 0.1% | 0.11% | 33 | -627 | -3.09% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 19,568 | 930 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,082 | 907 | 0.01% | 0.01% | 35 | +2,465 | 14.83% | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | Reduced | 18,970 | 902 | 0.04% | 0.04% | 36 | -1,181 | -5.86% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 18,725 | 890 | 0.45% | 0.47% | 37 | -2,534 | -11.92% | Q4 2025 | Feb 13, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 18,616 | 885 | 0.67% | — | 38 | +18,616 | New | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 18,258 | 868 | 0.12% | 0.13% | 39 | -435 | -2.33% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 17,630 | 838 | 0.02% | 0.02% | 40 | -195 | -1.09% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | No change | 17,552 | 834 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,300 | 822 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 17,467 | 801 | 0.0% | — | 43 | +17,467 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,511 | 785 | 0.0% | 0.0% | 44 | +4,418 | 36.53% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,175 | 769 | 0.03% | 0.12% | 45 | -22,766 | -58.46% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Reduced | 15,421 | 733 | 0.0% | 0.0% | 46 | -1,865 | -10.79% | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 15,095 | 718 | 0.04% | — | 47 | +15,095 | New | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,745 | 701 | 0.0% | 0.0% | 48 | -93 | -0.63% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,727 | 653 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 13,048 | 620 | 0.23% | 0.33% | 50 | -5,100 | -28.1% | Q4 2025 | Feb 06, 2026 |
| Smart Money Group LLC | History | Reduced | 12,645 | 601 | 0.18% | 0.19% | 51 | -1,241 | -8.94% | Q4 2025 | Jan 30, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 12,455 | 592 | 0.08% | 0.09% | 52 | -963 | -7.18% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | No change | 12,163 | 578 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 11,789 | 563 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 11,286 | 536 | 0.44% | 0.54% | 55 | -67 | -0.59% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 11,022 | 524 | 0.01% | 0.01% | 56 | +107 | 0.98% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,300 | 489 | 0.01% | 0.01% | 57 | -1,900 | -15.57% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 10,169 | 483 | 0.1% | 0.13% | 58 | -543 | -5.07% | Q4 2025 | Feb 02, 2026 |
| Certified Advisory Corp | History | No change | 10,000 | 475 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GTS SECURITIES LLC | History | New | 9,517 | 452 | 0.02% | — | 60 | +9,517 | New | Q4 2025 | Feb 13, 2026 |
| LVZ, Inc. | History | No change | 8,638 | 410 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,585 | 408 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,543 | 406 | 0.03% | 0.03% | 63 | +1,464 | 20.68% | Q4 2025 | Jan 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 7,848 | 373 | 0.04% | 0.05% | 64 | -1,333 | -14.52% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 7,810 | 371 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,690 | 366 | 0.02% | 0.02% | 66 | -8 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 7,800 | 364 | 0.04% | — | 67 | +7,800 | New | Q4 2025 | Mar 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,617 | 362 | 0.0% | 0.0% | 68 | -1,049 | -12.1% | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 7,630 | 362 | 0.02% | 0.02% | 69 | -87 | -1.13% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,530 | 358 | 0.0% | 0.01% | 70 | -1,673 | -18.18% | Q4 2025 | Jan 23, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 7,481 | 355 | 0.13% | 0.4% | 71 | -15,095 | -66.86% | Q4 2025 | Jan 23, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 7,010 | 334 | 0.28% | 0.27% | 72 | -188 | -2.61% | Q4 2025 | Jan 28, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 7,007 | 333 | 0.03% | 0.04% | 73 | -3,100 | -30.67% | Q4 2025 | Jan 09, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 6,592 | 313 | 0.13% | 0.14% | 74 | -225 | -3.3% | Q4 2025 | Jan 26, 2026 |
| Balentine LLC | History | No change | 6,550 | 311 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 6,432 | 306 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Waverly Advisors, LLC | History | New | 6,284 | 298 | 0.0% | — | 77 | +6,284 | New | Q4 2025 | Feb 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 6,131 | 291 | 0.15% | 0.16% | 78 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 6,104 | 290 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MTM Investment Management, LLC | History | No change | 6,000 | 285 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,885 | 279 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 5,845 | 278 | 0.09% | 0.1% | 82 | -125 | -2.09% | Q4 2025 | Jan 26, 2026 |
| Five Pine Wealth Management | History | Reduced | 5,851 | 278 | 0.18% | 0.19% | 83 | -20 | -0.34% | Q4 2025 | Jan 21, 2026 |
| Inspire Advisors, LLC | History | No change | 5,700 | 271 | 0.02% | 0.03% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 5,641 | 270 | 0.01% | — | 85 | +5,641 | New | Q4 2025 | Jan 21, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,489 | 261 | 0.03% | 0.03% | 86 | -13 | -0.24% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,331 | 253 | 0.03% | 0.04% | 87 | -562 | -9.54% | Q4 2025 | Jan 26, 2026 |
| Sequent Planning LLC | History | Reduced | 5,221 | 248 | 0.06% | 0.07% | 88 | -265 | -4.83% | Q4 2025 | Feb 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 5,137 | 244 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 5,094 | 242 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 4,781 | 227 | 0.03% | 0.05% | 91 | -1,501 | -23.89% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | No change | 4,659 | 221 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,550 | 216 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,500 | 214 | 0.0% | 0.0% | 94 | -4,973 | -52.5% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,858 | 183 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Reduced | 3,644 | 173 | 0.0% | 0.0% | 96 | -505 | -12.17% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 2,595 | 123 | 0.03% | — | 97 | +2,595 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 1,658 | 78 | 0.0% | — | 98 | +1,658 | New | Q4 2025 | Feb 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,423 | 67 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,198 | 56 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,145 | 54 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,100 | 52 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 917 | 43 | 0.0% | 0.0% | 103 | -43 | -4.48% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 750 | 35 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 752 | 35 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 707 | 33 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 700 | 33 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 630 | 29 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | New | 492 | 23 | 0.0% | — | 109 | +492 | New | Q4 2025 | Jan 29, 2026 |
| Topsail Wealth Management, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | No change | 205 | 9 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 140 | 7 | 0.0% | — | 112 | +140 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 133 | 6 | 0.0% | — | 113 | +133 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 60 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -42,684 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,841 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,641 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,126 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,316 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -972 | -100.0% | Q3 2025 | Nov 12, 2025 |