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 | No change | 589,876 | 29,579 | 7.34% | 7.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 273,960 | 13,737 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 237,543 | 11,911 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 203,612 | 10,210 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 191,138 | 9,784 | 0.01% | 0.0% | 5 | +156,368 | 449.72% | Q3 2026 | Nov 02, 2026 |
| Decker Wealth Management LLC | History | Added to | 171,604 | 8,784 | 1.78% | 1.75% | 6 | +7,632 | 4.65% | Q3 2026 | Oct 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 134,108 | 6,864 | 0.01% | 0.01% | 7 | +132 | 0.1% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 134,564 | 6,748 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 124,874 | 6,392 | 0.83% | 0.97% | 9 | -16,233 | -11.5% | Q3 2026 | Oct 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 104,256 | 5,336 | 0.02% | 0.01% | 10 | +22,233 | 27.11% | Q3 2026 | Nov 02, 2026 |
| REAP Financial Group, LLC | History | Added to | 101,284 | 5,184 | 0.85% | 0.83% | 11 | +4,795 | 4.97% | Q3 2026 | Nov 02, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 101,806 | 5,105 | 0.78% | 0.78% | 12 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OPPENHEIMER & CO INC | History | New | 97,607 | 4,996 | 0.05% | — | 13 | +97,607 | New | Q3 2026 | Oct 26, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 92,281 | 4,723 | 3.12% | 3.56% | 14 | -12,168 | -11.65% | Q3 2026 | Oct 14, 2026 |
| LPL Financial LLC | History | No change | 89,771 | 4,501 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 86,304 | 4,417 | 0.22% | 0.2% | 16 | +8,831 | 11.4% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 84,669 | 4,245 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 82,494 | 4,230 | 0.43% | 0.49% | 18 | -3,663 | -4.25% | Q3 2026 | Oct 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 79,798 | 4,085 | 0.01% | — | 19 | +79,798 | New | Q3 2026 | Nov 02, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 68,576 | 3,510 | 0.98% | 0.98% | 20 | -4,554 | -6.23% | Q3 2026 | Oct 21, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 58,803 | 3,010 | 0.81% | 0.78% | 21 | +166 | 0.28% | Q3 2026 | Oct 15, 2026 |
| SMART Wealth LLC | History | Added to | 53,237 | 2,725 | 0.55% | 0.39% | 22 | +17,185 | 47.67% | Q3 2026 | Nov 04, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 53,580 | 2,686 | 0.63% | 0.63% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 52,997 | 2,657 | 1.47% | 1.47% | 24 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 46,717 | 2,391 | 0.43% | 0.97% | 25 | -97,916 | -67.7% | Q3 2026 | Oct 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 37,261 | 1,868 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 36,996 | 1,855 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 31,564 | 1,615 | 0.02% | 0.02% | 28 | +12,023 | 61.53% | Q3 2026 | Oct 22, 2026 |
| Spire Wealth Management | History | No change | 29,040 | 1,486 | 0.05% | 0.04% | 29 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 27,620 | 1,385 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mission Financial Group, LLC | History | Added to | 26,735 | 1,368 | 1.08% | 1.07% | 31 | +1,055 | 4.11% | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,706 | 1,238 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 23,332 | 1,194 | 0.27% | 0.26% | 33 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,397 | 1,173 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 22,576 | 1,155 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 22,952 | 1,150 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Falcon Wealth Planning | History | No change | 20,373 | 1,021 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| StoneX Group Inc. | History | Added to | 19,431 | 994 | 0.04% | 0.03% | 38 | +4,544 | 30.52% | Q3 2026 | Nov 03, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 18,878 | 967 | 0.03% | 0.01% | 39 | +12,880 | 214.74% | Q3 2026 | Oct 30, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 17,994 | 921 | 0.51% | 0.54% | 40 | +310 | 1.75% | Q3 2026 | Oct 29, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 17,755 | 908 | 0.26% | 0.08% | 41 | +11,910 | 203.76% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 17,552 | 880 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,304 | 866 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 16,856 | 862 | 0.01% | 0.02% | 44 | -260 | -1.52% | Q3 2026 | Oct 16, 2026 |
| CreativeOne Wealth, LLC | History | No change | 16,581 | 831 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 16,147 | 826 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Integrity Financial Corp /WA | History | No change | 16,143 | 809 | 0.39% | 0.39% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Claro Advisors Inc. | History | Reduced | 15,489 | 792 | 0.08% | 0.09% | 48 | -1,718 | -9.98% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 15,351 | 769 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 14,304 | 732 | 0.21% | 0.3% | 50 | -6,437 | -31.04% | Q3 2026 | Oct 16, 2026 |
| Santori & Peters, Inc. | History | New | 13,939 | 713 | 0.19% | — | 51 | +13,939 | New | Q3 2026 | Oct 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,398 | 691 | 0.0% | 0.0% | 52 | +3,359 | 33.46% | Q3 2026 | Oct 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,048 | 654 | 0.21% | 0.21% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Added to | 12,277 | 628 | 0.01% | 0.01% | 54 | +34 | 0.28% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,341 | 618 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 11,750 | 589 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 11,385 | 582 | 0.06% | 0.06% | 57 | -130 | -1.13% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,357 | 569 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madrona Financial Services, LLC | History | New | 11,082 | 567 | 0.09% | — | 59 | +11,082 | New | Q3 2026 | Oct 23, 2026 |
| Smart Money Group LLC | History | No change | 10,753 | 539 | 0.14% | 0.14% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 10,377 | 531 | 0.31% | 0.31% | 61 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,300 | 516 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,706 | 496 | 0.0% | 0.0% | 63 | -733 | -7.02% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,473 | 475 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 9,019 | 461 | 0.06% | 0.07% | 65 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 8,923 | 447 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,585 | 430 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bison Wealth, LLC | History | No change | 7,800 | 403 | 0.03% | 0.04% | 68 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,595 | 380 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 7,403 | 378 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,068 | 361 | 0.02% | 0.02% | 71 | +115 | 1.65% | Q3 2026 | Oct 08, 2026 |
| HRT FINANCIAL LP | History | No change | 7,200 | 361 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 6,891 | 346 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,673 | 342 | 0.0% | 0.0% | 74 | +44 | 0.66% | Q3 2026 | Oct 26, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,736 | 337 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balentine LLC | History | No change | 6,550 | 335 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 6,131 | 313 | 0.12% | 0.12% | 77 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Waverly Advisors, LLC | History | No change | 6,234 | 312 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cottage Street Advisors LLC | History | Added to | 6,069 | 310 | 0.12% | 0.1% | 79 | +930 | 18.1% | Q3 2026 | Oct 16, 2026 |
| MTM Investment Management, LLC | History | No change | 6,000 | 307 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,885 | 295 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | No change | 5,641 | 291 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,656 | 289 | 0.02% | 0.02% | 83 | -249 | -4.22% | Q3 2026 | Oct 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,576 | 285 | 0.0% | 0.0% | 84 | +419 | 8.12% | Q3 2026 | Oct 20, 2026 |
| Inspire Advisors, LLC | History | No change | 5,700 | 285 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 5,340 | 267 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 5,156 | 264 | 0.05% | 0.04% | 87 | +997 | 23.97% | Q3 2026 | Nov 03, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 5,137 | 262 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 5,094 | 260 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,876 | 249 | 0.02% | 0.03% | 90 | -150 | -2.98% | Q3 2026 | Nov 02, 2026 |
| Grantvest Financial Group LLC | History | New | 4,745 | 242 | 0.14% | — | 91 | +4,745 | New | Q3 2026 | Oct 21, 2026 |
| AE Wealth Management LLC | History | No change | 4,791 | 240 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,594 | 230 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,553 | 228 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 4,508 | 226 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,234 | 216 | 0.02% | 0.02% | 96 | -2,374 | -35.93% | Q3 2026 | Oct 28, 2026 |
| Five Pine Wealth Management | History | Reduced | 4,051 | 207 | 0.12% | 0.16% | 97 | -1,456 | -26.44% | Q3 2026 | Oct 19, 2026 |
| BARCLAYS PLC | History | No change | 4,009 | 201 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,858 | 193 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,200 | 110 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 1,762 | 88 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 1,658 | 83 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 1,500 | 76 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,146 | 58 | 0.0% | 0.0% | 104 | +585 | 104.28% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,145 | 58 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,123 | 56 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 974 | 49 | 0.0% | 0.0% | 107 | -111 | -10.23% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | No change | 752 | 37 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 750 | 37 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 700 | 35 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 630 | 32 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 638 | 31 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 500 | 25 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 265 | 13 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 203 | 10 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 198 | 9 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 166 | 8 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 133 | 6 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 60 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,786 | -100.0% | Q3 2026 | Oct 21, 2026 |