FIRST TRUST EXCHANGE-TRADED FUND VIII - DJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 619,238 | 28,943 | 7.93% | 8.32% | 1 | -16,476 | -2.59% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 240,772 | 11,253 | 0.0% | 0.0% | 2 | -471 | -0.2% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 216,928 | 10,139 | 0.0% | 0.0% | 3 | +22,533 | 11.59% | Q1 2026 | May 04, 2026 |
| Decker Wealth Management LLC | History | Reduced | 203,351 | 9,504 | 2.16% | 2.19% | 4 | -6,628 | -3.16% | Q1 2026 | May 06, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 150,483 | 7,033 | 1.11% | 1.16% | 5 | +2,869 | 1.94% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 147,121 | 6,876 | 0.01% | 0.01% | 6 | -5,617 | -3.68% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 142,611 | 6,665 | 1.03% | 1.05% | 7 | -250 | -0.17% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 137,691 | 6,617 | 0.37% | 0.32% | 8 | +22,474 | 19.51% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 140,458 | 6,565 | 0.01% | 0.01% | 9 | -1,256 | -0.89% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 125,315 | 5,857 | 0.02% | 0.02% | 10 | +31,147 | 33.08% | Q1 2026 | Apr 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 109,498 | 5,117 | 0.87% | 0.96% | 11 | -10,636 | -8.85% | Q1 2026 | May 06, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 107,967 | 5,046 | 3.89% | 4.12% | 12 | -8,236 | -7.09% | Q1 2026 | May 19, 2026 |
| REAP Financial Group, LLC | History | Reduced | 107,210 | 5,011 | 0.99% | 1.05% | 13 | -1,836 | -1.68% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 94,288 | 4,407 | 0.0% | 0.0% | 14 | +4,649 | 5.19% | Q1 2026 | May 13, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 87,640 | 4,371 | 0.51% | 0.84% | 15 | -26,214 | -23.02% | Q1 2026 | Jun 01, 2026 |
| CWM, LLC | History | Reduced | 89,543 | 4,185 | 0.01% | 0.01% | 16 | -5,315 | -5.6% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 74,263 | 3,471 | 0.01% | 0.01% | 17 | -6,080 | -7.57% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 73,660 | 3,442 | 0.0% | 0.0% | 18 | -2,627 | -3.44% | Q1 2026 | May 06, 2026 |
| LifeWealth Investments, LLC | History | Added to | 73,517 | 3,436 | 1.03% | 1.1% | 19 | +358 | 0.49% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 59,351 | 2,774 | 0.82% | 0.86% | 20 | -707 | -1.18% | Q1 2026 | May 08, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 56,388 | 2,635 | 1.72% | 2.03% | 21 | -5,893 | -9.46% | Q1 2026 | Apr 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 53,671 | 2,508 | 0.69% | 0.79% | 22 | -5,475 | -9.26% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 36,966 | 1,727 | 0.06% | 0.06% | 23 | -1,000 | -2.63% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,932 | 1,679 | 0.0% | 0.0% | 24 | -2,175 | -5.71% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 35,782 | 1,672 | 0.03% | 0.03% | 25 | +8,553 | 31.41% | Q1 2026 | May 15, 2026 |
| SMART Wealth LLC | History | Added to | 30,150 | 1,409 | 0.41% | 0.4% | 26 | +2,739 | 9.99% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 27,174 | 1,276 | 0.07% | 0.06% | 27 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ferguson Shapiro LLC | History | No change | 24,143 | 1,128 | 0.34% | 0.35% | 28 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 23,841 | 1,114 | 0.28% | 0.34% | 29 | -3,391 | -12.45% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 23,276 | 1,087 | 0.07% | 0.08% | 30 | -2,047 | -8.08% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 22,576 | 1,055 | 0.06% | 0.04% | 31 | +7,481 | 49.56% | Q1 2026 | Apr 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 22,523 | 1,052 | 0.0% | 0.0% | 32 | -451 | -1.96% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 22,177 | 1,036 | 0.0% | — | 33 | +22,177 | New | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 20,373 | 952 | 0.06% | 0.08% | 34 | -6 | -0.03% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 19,812 | 926 | 0.0% | 0.0% | 35 | +3,301 | 19.99% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 19,554 | 913 | 0.02% | 0.02% | 36 | -14 | -0.07% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 18,635 | 871 | 0.09% | 0.1% | 37 | -1,000 | -5.09% | Q1 2026 | May 11, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 18,564 | 867 | 0.64% | 0.67% | 38 | -52 | -0.28% | Q1 2026 | May 05, 2026 |
| Claro Advisors Inc. | History | Reduced | 18,083 | 845 | 0.1% | 0.12% | 39 | -175 | -0.96% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | No change | 17,552 | 820 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 17,482 | 817 | 0.02% | 0.02% | 41 | -148 | -0.84% | Q1 2026 | Apr 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,300 | 808 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 16,191 | 756 | 0.38% | 0.45% | 43 | -2,534 | -13.53% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 16,001 | 747 | 0.04% | 0.04% | 44 | -2,969 | -15.65% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 15,351 | 717 | 0.0% | 0.0% | 45 | -2,116 | -12.11% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,096 | 705 | 0.04% | 0.04% | 46 | +7,248 | 92.35% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 14,914 | 697 | 0.03% | 0.03% | 47 | -1,261 | -7.8% | Q1 2026 | May 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,048 | 609 | 0.22% | 0.23% | 48 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,576 | 587 | 0.0% | 0.0% | 49 | -2,169 | -14.71% | Q1 2026 | Jun 02, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 12,455 | 582 | 0.07% | 0.08% | 50 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | No change | 12,163 | 568 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Reduced | 11,598 | 542 | 0.0% | 0.0% | 52 | -3,823 | -24.79% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,357 | 531 | 0.0% | 0.0% | 53 | -2,370 | -17.27% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Added to | 11,267 | 526 | 0.01% | 0.01% | 54 | +245 | 2.22% | Q1 2026 | Apr 17, 2026 |
| Smart Money Group LLC | History | Reduced | 10,753 | 502 | 0.15% | 0.18% | 55 | -1,892 | -14.96% | Q1 2026 | May 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 10,602 | 495 | 0.36% | 0.44% | 56 | -684 | -6.06% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,300 | 481 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,039 | 472 | 0.0% | 0.0% | 58 | -1,750 | -14.84% | Q1 2026 | Apr 08, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 9,579 | 447 | 0.09% | 0.1% | 59 | -590 | -5.8% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,473 | 442 | 0.0% | 0.0% | 60 | +4,973 | 110.51% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,585 | 401 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 8,523 | 398 | 0.03% | 0.03% | 62 | -20 | -0.23% | Q1 2026 | May 05, 2026 |
| Bison Wealth, LLC | History | No change | 7,800 | 386 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 7,595 | 354 | 0.02% | 0.02% | 64 | -35 | -0.46% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,092 | 333 | 0.0% | 0.0% | 65 | -438 | -5.82% | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,025 | 328 | 0.02% | 0.02% | 66 | -665 | -8.65% | Q1 2026 | May 18, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,984 | 326 | 0.02% | 0.03% | 67 | -23 | -0.33% | Q1 2026 | Apr 08, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 6,790 | 322 | 0.26% | 0.28% | 68 | -220 | -3.14% | Q1 2026 | Apr 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 6,736 | 314 | 0.02% | — | 69 | +6,736 | New | Q1 2026 | Apr 30, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,610 | 308 | 0.02% | 0.03% | 70 | -1,200 | -15.36% | Q1 2026 | Apr 22, 2026 |
| Balentine LLC | History | No change | 6,550 | 306 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 6,432 | 301 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 6,357 | 297 | 0.13% | 0.13% | 73 | -235 | -3.56% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 6,234 | 291 | 0.0% | 0.0% | 74 | -50 | -0.8% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 6,131 | 286 | 0.14% | 0.15% | 75 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,068 | 283 | 0.0% | 0.0% | 76 | -1,549 | -20.34% | Q1 2026 | May 13, 2026 |
| MTM Investment Management, LLC | History | No change | 6,000 | 280 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,905 | 275 | 0.02% | 0.02% | 78 | -199 | -3.26% | Q1 2026 | Apr 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,885 | 275 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 5,845 | 273 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Five Pine Wealth Management | History | No change | 5,851 | 273 | 0.17% | 0.18% | 81 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Inspire Advisors, LLC | History | No change | 5,700 | 266 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 5,641 | 265 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Added to | 5,511 | 257 | 0.03% | 0.03% | 84 | +180 | 3.38% | Q1 2026 | Apr 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,345 | 249 | 0.03% | 0.03% | 85 | -144 | -2.62% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 5,157 | 241 | 0.0% | — | 86 | +5,157 | New | Q1 2026 | May 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 5,137 | 240 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 5,094 | 238 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sequent Planning LLC | History | Reduced | 5,006 | 233 | 0.06% | 0.06% | 89 | -215 | -4.12% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,705 | 219 | 0.0% | — | 90 | +4,705 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 4,659 | 217 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 4,553 | 212 | 0.02% | 0.03% | 92 | -228 | -4.77% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Added to | 3,980 | 186 | 0.0% | 0.0% | 93 | +336 | 9.22% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,858 | 183 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | New | 3,316 | 154 | 0.0% | — | 95 | +3,316 | New | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 2,595 | 121 | 0.02% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 1,658 | 77 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,145 | 53 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,123 | 52 | 0.0% | 0.0% | 99 | -75 | -6.26% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,110 | 51 | 0.0% | 0.0% | 101 | +193 | 21.05% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,100 | 51 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | No change | 752 | 35 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 707 | 33 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 700 | 32 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 675 | 31 | 0.0% | 0.0% | 105 | -75 | -10.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | No change | 630 | 29 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| N.E.W. Advisory Services LLC | History | New | 490 | 22 | 0.0% | — | 108 | +490 | New | Q1 2026 | May 04, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 198 | 9 | 0.0% | 0.01% | 110 | -1,225 | -86.09% | Q1 2026 | May 20, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 203 | 9 | 0.0% | — | 111 | +203 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 200 | 9 | 0.0% | 0.0% | 109 | -5 | -2.44% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 133 | 6 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 110 | 5 | 0.0% | 0.0% | 113 | -382 | -77.64% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 60 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| 1ST SOURCE BANK | History | Closed out | 0 | 0 | — | 0.05% | — | -19,735 | -100.0% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,082 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -11,021 | -100.0% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,517 | -100.0% | Q1 2026 | May 14, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -8,638 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lunt Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -7,481 | -100.0% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,550 | -100.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 15, 2026 |