FIRST TRUST EXCHANGE-TRADED FUND VIII - DJUN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Reduced | 222,521 | 10,534 | 0.04% | 0.05% | 1 | -5,772 | -2.53% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 81,557 | 3,861 | 0.01% | 0.01% | 2 | -17,975 | -18.06% | Q4 2025 | Feb 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 78,433 | 3,713 | 0.75% | 0.8% | 3 | -820 | -1.03% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 78,101 | 3,697 | 0.01% | 0.01% | 4 | -18,128 | -18.84% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 72,122 | 3,414 | 0.0% | 0.0% | 5 | +7,448 | 11.52% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 70,586 | 3,342 | 0.01% | 0.01% | 6 | -1,869 | -2.58% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 69,154 | 3,273 | 0.0% | 0.0% | 7 | +8,575 | 14.16% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | New | 65,149 | 3,084 | 0.13% | — | 8 | +65,149 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 64,774 | 3,066 | 0.03% | 0.05% | 9 | +3,756 | 6.16% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 62,888 | 2,977 | 0.0% | 0.0% | 10 | +1,627 | 2.66% | Q4 2025 | Feb 11, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 52,842 | 2,501 | 0.7% | 0.73% | 11 | -140 | -0.26% | Q4 2025 | Feb 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 52,060 | 2,464 | 0.41% | 0.61% | 12 | -22,539 | -30.21% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 48,936 | 2,316 | 0.0% | 0.0% | 13 | -68,530 | -58.34% | Q4 2025 | Feb 18, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 39,341 | 1,862 | 0.7% | 0.71% | 14 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ignite Planners, LLC | History | Reduced | 37,979 | 1,808 | 0.28% | 0.29% | 15 | -473 | -1.23% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 36,720 | 1,738 | 0.03% | 0.04% | 16 | -2,000 | -5.17% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 35,283 | 1,670 | 0.03% | 0.04% | 17 | -1,109 | -3.05% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,461 | 1,347 | 0.0% | 0.0% | 18 | -6,536 | -18.68% | Q4 2025 | Feb 05, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 26,394 | 1,249 | 0.86% | 1.02% | 19 | -4,671 | -15.04% | Q4 2025 | Jan 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 25,517 | 1,208 | 0.06% | 0.1% | 20 | +2,714 | 11.9% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 25,147 | 1,190 | 0.0% | 0.0% | 21 | -400 | -1.57% | Q4 2025 | Mar 16, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 22,848 | 1,081 | 0.55% | 0.6% | 22 | -4,074 | -15.13% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Added to | 20,374 | 964 | 0.04% | 0.04% | 23 | +1,002 | 5.17% | Q4 2025 | Feb 12, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 19,976 | 945 | 0.07% | 0.08% | 24 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,015 | 900 | 0.0% | 0.0% | 25 | -740 | -3.75% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | No change | 17,523 | 829 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,392 | 823 | 0.0% | 0.0% | 27 | +4,667 | 36.68% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 17,000 | 808 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | New | 16,655 | 788 | 0.0% | — | 29 | +16,655 | New | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,736 | 744 | 0.06% | 0.03% | 30 | +8,461 | 116.3% | Q4 2025 | Jan 23, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 15,407 | 729 | 0.09% | 0.1% | 31 | -54 | -0.35% | Q4 2025 | Feb 03, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 15,016 | 710 | 0.45% | 0.49% | 32 | -408 | -2.65% | Q4 2025 | Feb 02, 2026 |
| RFG Advisory, LLC | History | Added to | 13,845 | 655 | 0.01% | 0.01% | 33 | +212 | 1.56% | Q4 2025 | Feb 03, 2026 |
| IMC-Chicago, LLC | History | New | 13,629 | 645 | 0.0% | — | 34 | +13,629 | New | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Reduced | 11,833 | 560 | 0.01% | 0.01% | 35 | -261 | -2.16% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Reduced | 11,750 | 556 | 0.0% | 0.0% | 36 | -1,075 | -8.38% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 11,571 | 547 | 0.45% | 0.66% | 37 | -2,262 | -16.35% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 11,522 | 545 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,372 | 538 | 0.03% | 0.03% | 39 | -5,244 | -31.56% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,234 | 531 | 0.01% | 0.01% | 40 | -1,215 | -9.76% | Q4 2025 | Feb 02, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 11,127 | 526 | 0.04% | 0.03% | 41 | +4,494 | 67.75% | Q4 2025 | Jan 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,867 | 514 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10,220 | 483 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Santori & Peters, Inc. | History | Reduced | 9,305 | 440 | 0.15% | 0.61% | 44 | -27,249 | -74.54% | Q4 2025 | Jan 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,972 | 424 | 0.0% | 0.0% | 45 | -9,659 | -51.84% | Q4 2025 | Feb 11, 2026 |
| Sequent Planning LLC | History | Reduced | 8,367 | 396 | 0.1% | 0.11% | 46 | -56 | -0.66% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,064 | 381 | 0.01% | 0.06% | 47 | -11,009 | -57.72% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,618 | 360 | 0.0% | 0.01% | 49 | -6,638 | -46.56% | Q4 2025 | Jan 20, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 7,610 | 360 | 0.03% | 0.04% | 48 | -2,640 | -25.76% | Q4 2025 | Jan 09, 2026 |
| Lunt Capital Management, Inc. | History | No change | 7,330 | 347 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,250 | 343 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 7,220 | 341 | 0.0% | 0.0% | 52 | +139 | 1.96% | Q4 2025 | Feb 12, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 6,972 | 330 | 0.17% | 0.26% | 53 | -3,000 | -30.08% | Q4 2025 | Jan 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 6,813 | 322 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | New | 6,687 | 316 | 0.0% | — | 55 | +6,687 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,551 | 310 | 0.0% | 0.0% | 56 | -2,234 | -25.43% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,127 | 290 | 0.01% | 0.01% | 57 | -315 | -4.89% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 6,032 | 285 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LVZ, Inc. | History | Added to | 6,017 | 284 | 0.03% | 0.03% | 59 | +429 | 7.68% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,989 | 283 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,762 | 273 | 0.23% | 0.22% | 61 | -176 | -2.96% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,628 | 266 | 0.0% | 0.0% | 62 | -6 | -0.11% | Q4 2025 | Feb 18, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,618 | 265 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| OneAscent Financial Services LLC | History | New | 5,064 | 239 | 0.02% | — | 65 | +5,064 | New | Q4 2025 | Feb 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,066 | 239 | 0.03% | 0.03% | 64 | -5 | -0.1% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 4,850 | 229 | 0.02% | 0.02% | 66 | -500 | -9.35% | Q4 2025 | Feb 12, 2026 |
| BIP Wealth, LLC | History | New | 4,628 | 219 | 0.01% | — | 67 | +4,628 | New | Q4 2025 | Jan 21, 2026 |
| Chris Bulman Inc | History | No change | 4,642 | 219 | 0.1% | 0.11% | 68 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Core Wealth Partners LLC | History | No change | 4,581 | 216 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 4,542 | 215 | 0.13% | 0.14% | 70 | -616 | -11.94% | Q4 2025 | Jan 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,443 | 210 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | No change | 4,387 | 207 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,977 | 188 | 0.0% | 0.0% | 73 | -1,603 | -28.73% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,428 | 162 | 0.02% | 0.06% | 74 | -8,000 | -70.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,160 | 149 | 0.01% | 0.01% | 75 | -40 | -1.25% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | No change | 3,009 | 142 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | Reduced | 2,796 | 132 | 0.0% | 0.0% | 77 | -1,389 | -33.19% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 2,617 | 125 | 0.09% | 4.57% | 78 | -121,520 | -97.89% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,202 | 104 | 0.0% | 0.01% | 79 | -798 | -26.6% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,000 | 94 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,929 | 91 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,875 | 88 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,153 | 54 | 0.0% | 0.0% | 83 | -18 | -1.54% | Q4 2025 | Jan 13, 2026 |
| Archer Investment Corp | History | No change | 1,047 | 49 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Benson Wealth Management INC | History | New | 960 | 45 | 0.05% | — | 86 | +960 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 908 | 43 | 0.0% | — | 87 | +908 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 846 | 40 | 0.0% | 0.0% | 88 | +396 | 88.0% | Q4 2025 | Jan 21, 2026 |
| Anfield Capital Management, LLC | History | No change | 759 | 35 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| N.E.W. Advisory Services LLC | History | New | 300 | 14 | 0.0% | — | 91 | +300 | New | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | No change | 313 | 14 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 149 | 7 | 0.0% | 0.0% | 92 | -130 | -46.59% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 146 | 6 | 0.0% | — | 93 | +146 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 76 | 3 | 0.0% | 0.0% | 94 | -1,277 | -94.38% | Q4 2025 | Jan 29, 2026 |
| 1ST SOURCE BANK | History | Closed out | 0 | 0 | — | 0.22% | — | -90,357 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,166 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,709 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,133 | -100.0% | Q3 2025 | Oct 10, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,002 | -100.0% | Q3 2025 | Jan 26, 2026 |
| Sage Capital Advisors,llc | History | Closed out | 0 | 0 | — | 0.05% | — | -4,975 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 12, 2025 |