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 | 589,876 | 29,579 | 7.34% | 7.93% | 1 | -29,362 | -4.74% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 273,960 | 13,737 | 0.0% | 0.0% | 2 | +57,032 | 26.29% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 237,543 | 11,911 | 0.0% | 0.0% | 3 | -3,229 | -1.34% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 203,612 | 10,210 | 0.2% | — | 4 | +203,612 | New | Q2 2026 | Aug 11, 2026 |
| Decker Wealth Management LLC | History | Reduced | 163,972 | 8,222 | 1.75% | 2.16% | 5 | -39,379 | -19.37% | Q2 2026 | Jul 30, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 144,633 | 7,252 | 0.97% | 1.11% | 6 | -5,850 | -3.89% | Q2 2026 | Jul 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 141,107 | 7,075 | 0.97% | 1.03% | 7 | -1,504 | -1.05% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 134,564 | 6,748 | 0.01% | 0.01% | 8 | -12,557 | -8.54% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 133,976 | 6,718 | 0.01% | 0.01% | 9 | -6,482 | -4.61% | Q2 2026 | Jul 28, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 104,449 | 5,237 | 3.56% | 3.89% | 10 | -3,518 | -3.26% | Q2 2026 | Jul 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 101,806 | 5,105 | 0.78% | 0.87% | 11 | -7,692 | -7.02% | Q2 2026 | Jul 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 96,489 | 4,838 | 0.83% | 0.99% | 12 | -10,721 | -10.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 89,771 | 4,501 | 0.0% | 0.0% | 13 | +16,111 | 21.87% | Q2 2026 | Aug 07, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 86,157 | 4,333 | 0.49% | 0.51% | 14 | -1,483 | -1.69% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 84,669 | 4,245 | 0.0% | 0.0% | 15 | -9,619 | -10.2% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 89,543 | 4,185 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 82,023 | 4,113 | 0.01% | 0.02% | 17 | -43,292 | -34.55% | Q2 2026 | Jul 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 77,473 | 3,884 | 0.2% | 0.37% | 18 | -60,218 | -43.73% | Q2 2026 | Jul 31, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 73,130 | 3,667 | 0.98% | 1.03% | 19 | -387 | -0.53% | Q2 2026 | Jul 16, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 58,637 | 2,940 | 0.78% | 0.82% | 20 | -714 | -1.2% | Q2 2026 | Jul 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 53,580 | 2,686 | 0.63% | 0.69% | 21 | -91 | -0.17% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 52,997 | 2,657 | 1.47% | 1.72% | 22 | -3,391 | -6.01% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 37,261 | 1,868 | 0.04% | 0.03% | 23 | +22,347 | 149.84% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,996 | 1,855 | 0.02% | 0.03% | 24 | +1,214 | 3.39% | Q2 2026 | Aug 12, 2026 |
| SMART Wealth LLC | History | Added to | 36,052 | 1,807 | 0.39% | 0.41% | 25 | +5,902 | 19.58% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,770 | 1,743 | 0.0% | 0.0% | 26 | -1,162 | -3.23% | Q2 2026 | Jul 29, 2026 |
| Spire Wealth Management | History | Reduced | 29,040 | 1,456 | 0.04% | 0.06% | 27 | -7,926 | -21.44% | Q2 2026 | Jul 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 27,620 | 1,385 | 0.07% | 0.07% | 28 | +446 | 1.64% | Q2 2026 | Jul 28, 2026 |
| Mission Financial Group, LLC | History | New | 25,680 | 1,287 | 1.07% | — | 29 | +25,680 | New | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,706 | 1,238 | 0.0% | 0.0% | 30 | +2,529 | 11.4% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,397 | 1,173 | 0.0% | 0.0% | 31 | +3,585 | 18.1% | Q2 2026 | Aug 07, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 23,332 | 1,169 | 0.26% | 0.28% | 32 | -509 | -2.13% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 22,952 | 1,150 | 0.0% | 0.0% | 33 | +429 | 1.9% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 22,576 | 1,132 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 23,276 | 1,087 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 20,741 | 1,040 | 0.3% | 0.34% | 36 | -3,402 | -14.09% | Q2 2026 | Jul 09, 2026 |
| Falcon Wealth Planning | History | No change | 20,373 | 1,021 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 19,541 | 979 | 0.02% | 0.02% | 38 | -13 | -0.07% | Q2 2026 | Aug 03, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 17,684 | 886 | 0.54% | 0.64% | 39 | -880 | -4.74% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 17,552 | 880 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | New | 17,304 | 866 | 0.0% | — | 41 | +17,304 | New | Q2 2026 | Aug 12, 2026 |
| Claro Advisors Inc. | History | Reduced | 17,207 | 862 | 0.09% | 0.1% | 42 | -876 | -4.84% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 17,116 | 858 | 0.02% | 0.02% | 43 | -366 | -2.09% | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,581 | 831 | 0.02% | 0.02% | 44 | -719 | -4.16% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 16,147 | 809 | 0.08% | 0.09% | 45 | -2,488 | -13.35% | Q2 2026 | Aug 07, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 16,143 | 809 | 0.39% | 0.38% | 46 | -48 | -0.3% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 15,351 | 769 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Reduced | 14,887 | 746 | 0.03% | 0.04% | 48 | -1,114 | -6.96% | Q2 2026 | Aug 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,048 | 654 | 0.21% | 0.22% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,341 | 618 | 0.0% | 0.0% | 50 | -235 | -1.87% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 12,243 | 613 | 0.01% | 0.01% | 51 | +976 | 8.66% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,750 | 589 | 0.01% | 0.01% | 52 | -413 | -3.4% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 11,515 | 577 | 0.06% | 0.07% | 53 | -940 | -7.55% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,357 | 569 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smart Money Group LLC | History | No change | 10,753 | 539 | 0.14% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,439 | 523 | 0.0% | 0.0% | 56 | +3,347 | 47.19% | Q2 2026 | Jul 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 10,377 | 520 | 0.31% | 0.36% | 57 | -225 | -2.12% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,300 | 516 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,039 | 505 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,473 | 475 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 9,019 | 452 | 0.07% | 0.09% | 61 | -560 | -5.85% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 8,923 | 447 | 0.0% | 0.0% | 62 | -2,675 | -23.06% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,585 | 430 | 0.0% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bison Wealth, LLC | History | No change | 7,800 | 391 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,595 | 380 | 0.01% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 7,403 | 371 | 0.02% | 0.03% | 66 | -1,120 | -13.14% | Q2 2026 | Jul 23, 2026 |
| HRT FINANCIAL LP | History | New | 7,200 | 361 | 0.0% | — | 67 | +7,200 | New | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,953 | 348 | 0.02% | 0.02% | 68 | -31 | -0.44% | Q2 2026 | Jul 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,891 | 346 | 0.01% | 0.02% | 69 | -134 | -1.91% | Q2 2026 | Aug 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,736 | 337 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,629 | 332 | 0.0% | 0.0% | 71 | +197 | 3.06% | Q2 2026 | Jul 20, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,608 | 331 | 0.02% | 0.02% | 72 | -2 | -0.03% | Q2 2026 | Jul 27, 2026 |
| Balentine LLC | History | No change | 6,550 | 328 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 6,234 | 312 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 6,131 | 307 | 0.12% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | New | 5,998 | 300 | 0.01% | — | 77 | +5,998 | New | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | No change | 6,000 | 300 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 5,905 | 296 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,885 | 295 | 0.01% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 5,845 | 293 | 0.08% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Inspire Advisors, LLC | History | No change | 5,700 | 285 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 5,641 | 282 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Five Pine Wealth Management | History | Reduced | 5,507 | 276 | 0.16% | 0.17% | 83 | -344 | -5.88% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,340 | 267 | 0.03% | 0.03% | 84 | -5 | -0.09% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,157 | 258 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 5,139 | 257 | 0.1% | 0.13% | 86 | -1,218 | -19.16% | Q2 2026 | Jul 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 5,137 | 257 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 5,094 | 255 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,026 | 252 | 0.03% | 0.03% | 89 | -485 | -8.8% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 4,791 | 240 | 0.0% | 0.0% | 90 | +132 | 2.83% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,786 | 239 | 0.0% | — | 91 | +4,786 | New | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,594 | 230 | 0.0% | — | 92 | +4,594 | New | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,553 | 228 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | Reduced | 4,508 | 226 | 0.05% | 0.06% | 94 | -498 | -9.95% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | New | 4,159 | 208 | 0.04% | — | 95 | +4,159 | New | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | Added to | 4,009 | 201 | 0.0% | 0.0% | 96 | +29 | 0.73% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 3,858 | 193 | 0.0% | — | 97 | +3,858 | New | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,200 | 110 | 0.0% | 0.0% | 98 | +1,100 | 100.0% | Q2 2026 | Aug 06, 2026 |
| Oakmont Advisory Group, LLC | History | New | 1,762 | 88 | 0.07% | — | 99 | +1,762 | New | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 1,658 | 83 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | Reduced | 1,500 | 75 | 0.01% | 0.02% | 101 | -1,095 | -42.2% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,145 | 57 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,123 | 56 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,085 | 54 | 0.0% | 0.0% | 104 | -25 | -2.25% | Q2 2026 | Jul 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 750 | 37 | 0.0% | — | 106 | +750 | New | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 752 | 37 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 700 | 35 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 638 | 31 | 0.0% | 0.0% | 108 | -37 | -5.48% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 630 | 31 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 561 | 28 | 0.0% | 0.0% | 110 | -146 | -20.65% | Q2 2026 | Jul 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 500 | 25 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 265 | 13 | 0.0% | 0.0% | 112 | +65 | 32.5% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 203 | 10 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 198 | 9 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | New | 166 | 8 | 0.0% | — | 115 | +166 | New | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 133 | 6 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 91 | 4 | 0.0% | — | 117 | +91 | New | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 60 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HHM Wealth Advisors, LLC | History | New | 46 | 2 | 0.0% | — | 119 | +46 | New | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -74,263 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,096 | -100.0% | Q2 2026 | Jul 16, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.26% | — | -6,790 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,068 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,705 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,316 | -100.0% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -490 | -100.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q2 2026 | Aug 13, 2026 |