FIRST TRUST EXCHANGE-TRADED FUND VIII - DJUN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Added to | 242,623 | 11,412 | 0.04% | 0.04% | 1 | +20,102 | 9.03% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 240,690 | 11,321 | 0.0% | 0.0% | 2 | +171,536 | 248.05% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 154,776 | 7,280 | 0.01% | 0.0% | 3 | +82,654 | 114.6% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 78,097 | 3,820 | 0.1% | 0.13% | 4 | +12,948 | 19.87% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 72,386 | 3,404 | 0.67% | 0.75% | 5 | -6,047 | -7.71% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 67,363 | 3,168 | 0.0% | 0.01% | 6 | -14,194 | -17.4% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 65,381 | 3,075 | 0.0% | 0.01% | 7 | -12,720 | -16.29% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 63,816 | 3,001 | 0.0% | 0.0% | 8 | +928 | 1.48% | Q1 2026 | May 06, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 53,007 | 2,493 | 0.69% | 0.7% | 9 | +165 | 0.31% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 51,269 | 2,411 | 0.01% | 0.01% | 10 | -19,317 | -27.37% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 49,570 | 2,331 | 0.4% | 0.41% | 11 | -2,490 | -4.78% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 46,118 | 2,169 | 0.0% | 0.0% | 12 | -2,818 | -5.76% | Q1 2026 | May 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 39,341 | 1,850 | 0.67% | 0.7% | 13 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,109 | 1,792 | 0.03% | 0.03% | 14 | +2,826 | 8.01% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | No change | 37,979 | 1,786 | 0.28% | 0.28% | 15 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 35,260 | 1,658 | 0.03% | 0.03% | 16 | -1,460 | -3.98% | Q1 2026 | May 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 27,717 | 1,304 | 0.0% | 0.0% | 17 | -744 | -2.61% | Q1 2026 | Apr 30, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 27,424 | 1,289 | 0.09% | 0.04% | 18 | +16,297 | 146.46% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 26,291 | 1,236 | 0.0% | 0.0% | 19 | +8,899 | 51.17% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 25,651 | 1,206 | 0.01% | 0.03% | 20 | -39,123 | -60.4% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | No change | 25,517 | 1,205 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 25,147 | 1,182 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 23,921 | 1,125 | 0.73% | 0.86% | 23 | -2,473 | -9.37% | Q1 2026 | Apr 14, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 19,955 | 938 | 0.07% | 0.07% | 24 | -21 | -0.11% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,487 | 869 | 0.02% | 0.01% | 25 | +12,360 | 201.73% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,173 | 854 | 0.0% | 0.0% | 26 | -842 | -4.43% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,001 | 827 | 0.01% | — | 27 | +17,001 | New | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,574 | 826 | 0.0% | — | 28 | +17,574 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 17,523 | 824 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | No change | 16,655 | 783 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,488 | 763 | 0.0% | 0.0% | 31 | +7,516 | 83.77% | Q1 2026 | May 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 15,407 | 724 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 15,229 | 716 | 0.36% | 0.55% | 33 | -7,619 | -33.35% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,960 | 703 | 0.0% | — | 34 | +14,960 | New | Q1 2026 | May 15, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 14,491 | 681 | 0.44% | 0.45% | 35 | -525 | -3.5% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Reduced | 13,636 | 641 | 0.03% | 0.04% | 36 | -6,738 | -33.07% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | New | 13,315 | 626 | 0.35% | — | 37 | +13,315 | New | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 13,222 | 621 | 0.01% | 0.01% | 38 | -623 | -4.5% | Q1 2026 | Apr 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 12,116 | 569 | 0.04% | 0.06% | 39 | -3,620 | -23.0% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | New | 12,076 | 568 | 0.02% | — | 40 | +12,076 | New | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 11,708 | 550 | 0.01% | 0.01% | 41 | -125 | -1.06% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | No change | 11,234 | 528 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,082 | 474 | 0.0% | 0.0% | 43 | -785 | -7.22% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 9,915 | 466 | 0.0% | 0.0% | 44 | -1,835 | -15.62% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,403 | 442 | 0.01% | 0.01% | 45 | +778 | 9.02% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 9,025 | 424 | 0.03% | 0.03% | 46 | -1,195 | -11.69% | Q1 2026 | May 15, 2026 |
| Santori & Peters, Inc. | History | Reduced | 8,951 | 421 | 0.13% | 0.15% | 47 | -354 | -3.8% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 8,771 | 412 | 0.08% | 0.09% | 48 | -2,751 | -23.88% | Q1 2026 | May 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 8,218 | 386 | 0.28% | 0.45% | 49 | -3,353 | -28.98% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,016 | 377 | 0.0% | — | 52 | +8,016 | New | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,031 | 377 | 0.02% | 0.03% | 50 | -3,341 | -29.38% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,018 | 377 | 0.01% | 0.01% | 51 | -46 | -0.57% | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 7,704 | 362 | 0.02% | — | 53 | +7,704 | New | Q1 2026 | Apr 09, 2026 |
| Sequent Planning LLC | History | Reduced | 7,676 | 361 | 0.09% | 0.1% | 54 | -691 | -8.26% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,598 | 357 | 0.0% | 0.0% | 55 | -20 | -0.26% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,250 | 341 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 7,239 | 340 | 0.03% | 0.03% | 57 | -371 | -4.88% | Q1 2026 | Apr 08, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 6,972 | 327 | 0.16% | 0.17% | 58 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | No change | 6,551 | 308 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 6,379 | 300 | 0.0% | — | 61 | +6,379 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 6,387 | 300 | 0.0% | 0.0% | 60 | -300 | -4.49% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 6,032 | 283 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | No change | 6,017 | 283 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,989 | 281 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,618 | 264 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,628 | 264 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,064 | 238 | 0.01% | 0.02% | 67 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 4,926 | 231 | 0.03% | 0.03% | 68 | -140 | -2.76% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | New | 4,842 | 227 | 0.0% | — | 69 | +4,842 | New | Q1 2026 | May 05, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,674 | 221 | 0.18% | 0.23% | 70 | -1,088 | -18.88% | Q1 2026 | Apr 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 4,700 | 221 | 0.02% | 0.02% | 71 | -150 | -3.09% | Q1 2026 | May 12, 2026 |
| Chris Bulman Inc | History | No change | 4,642 | 218 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | No change | 4,628 | 217 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Core Wealth Partners LLC | History | No change | 4,581 | 215 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Echo Wealth Management, LLC | History | No change | 4,542 | 213 | 0.12% | 0.13% | 75 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Talon Private Wealth, LLC | History | New | 4,494 | 211 | 0.03% | — | 76 | +4,494 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,443 | 208 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | No change | 4,387 | 206 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 4,313 | 202 | 0.0% | — | 79 | +4,313 | New | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Added to | 3,797 | 178 | 0.0% | 0.0% | 80 | +1,001 | 35.8% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,545 | 167 | 0.0% | 0.0% | 81 | -432 | -10.86% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,428 | 161 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | No change | 3,009 | 141 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,934 | 138 | 0.01% | 0.0% | 84 | +732 | 33.24% | Q1 2026 | May 18, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,560 | 120 | 0.01% | 0.01% | 85 | -600 | -18.99% | Q1 2026 | Apr 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,000 | 94 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 1,929 | 90 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,875 | 88 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,579 | 74 | 0.01% | 0.0% | 89 | +733 | 86.64% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,149 | 54 | 0.0% | 0.0% | 90 | -4 | -0.35% | Q1 2026 | Apr 07, 2026 |
| Archer Investment Corp | History | No change | 1,047 | 49 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Benson Wealth Management INC | History | No change | 960 | 45 | 0.06% | 0.05% | 93 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 736 | 34 | 0.01% | 0.01% | 94 | -23 | -3.03% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 643 | 29 | 0.0% | 0.0% | 95 | +497 | 340.41% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 491 | 23 | 0.0% | 0.0% | 96 | +415 | 546.05% | Q1 2026 | May 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 363 | 17 | 0.0% | 0.09% | 97 | -6,450 | -94.67% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 310 | 14 | 0.0% | 0.0% | 98 | -3 | -0.96% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 149 | 7 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 67 | 3 | 0.0% | 0.0% | 101 | -841 | -92.62% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,000 | -100.0% | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,629 | -100.0% | Q1 2026 | May 05, 2026 |
| Lunt Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -7,330 | -100.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,220 | -100.0% | Q1 2026 | May 13, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,617 | -100.0% | Q1 2026 | May 19, 2026 |