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 | 205,696 | 10,299 | 0.03% | 0.03% | 1 | +10,714 | 5.49% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 170,273 | 8,391 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 154,947 | 7,635 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 140,226 | 6,910 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 102,783 | 5,065 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 100,946 | 4,974 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 90,014 | 4,507 | 1.3% | 1.26% | 7 | -2,155 | -2.34% | Q3 2026 | Oct 19, 2026 |
| Sequent Planning LLC | History | No change | 89,956 | 4,433 | 0.95% | 0.95% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 86,826 | 4,347 | 0.21% | 0.2% | 9 | +9,250 | 11.92% | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 71,520 | 3,581 | 0.0% | 0.0% | 10 | -2,401 | -3.25% | Q3 2026 | Nov 02, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 69,460 | 3,422 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REAP Financial Group, LLC | History | Reduced | 50,824 | 2,544 | 0.42% | 0.5% | 12 | -8,999 | -15.04% | Q3 2026 | Nov 02, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 51,142 | 2,520 | 0.59% | 0.59% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 47,920 | 2,361 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 47,164 | 2,324 | 0.75% | 0.75% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 44,902 | 2,211 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ignite Planners, LLC | History | Added to | 38,189 | 1,912 | 0.25% | 0.26% | 17 | +275 | 0.73% | Q3 2026 | Oct 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 38,456 | 1,895 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 34,730 | 1,711 | 0.26% | 0.26% | 19 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 33,830 | 1,667 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 31,428 | 1,574 | 0.0% | — | 21 | +31,428 | New | Q3 2026 | Nov 02, 2026 |
| Santori & Peters, Inc. | History | Added to | 30,542 | 1,529 | 0.41% | 0.39% | 22 | +2,338 | 8.29% | Q3 2026 | Oct 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 26,325 | 1,297 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 25,147 | 1,239 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 24,307 | 1,197 | 0.66% | 0.66% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,949 | 1,149 | 0.0% | 0.0% | 26 | +1,532 | 7.15% | Q3 2026 | Oct 30, 2026 |
| Sowell Financial Services LLC | History | New | 22,944 | 1,148 | 0.04% | — | 28 | +22,944 | New | Q3 2026 | Oct 23, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 22,939 | 1,148 | 0.07% | 0.07% | 27 | -36 | -0.16% | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 23,046 | 1,135 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,402 | 1,005 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 17,001 | 856 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 17,001 | 856 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 16,650 | 833 | 0.01% | 0.01% | 33 | -514 | -2.99% | Q3 2026 | Oct 23, 2026 |
| &PARTNERS | History | No change | 16,655 | 820 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | Added to | 15,069 | 754 | 0.43% | 0.4% | 35 | +1,139 | 8.18% | Q3 2026 | Oct 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,041 | 703 | 0.01% | 0.03% | 36 | -46,140 | -76.67% | Q3 2026 | Oct 26, 2026 |
| RFG Advisory, LLC | History | Reduced | 13,966 | 699 | 0.01% | 0.01% | 37 | -272 | -1.91% | Q3 2026 | Nov 03, 2026 |
| Chris Bulman Inc | History | No change | 13,843 | 693 | 0.24% | 0.25% | 38 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Integrity Financial Corp /WA | History | No change | 14,030 | 691 | 0.33% | 0.33% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| StoneX Group Inc. | History | Reduced | 13,430 | 672 | 0.02% | 0.03% | 40 | -3,121 | -18.86% | Q3 2026 | Nov 03, 2026 |
| Brookstone Capital Management | History | Added to | 13,205 | 661 | 0.01% | 0.01% | 41 | +236 | 1.82% | Q3 2026 | Oct 22, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 12,715 | 636 | 0.06% | 0.07% | 42 | -1,410 | -9.98% | Q3 2026 | Oct 28, 2026 |
| Madrona Financial Services, LLC | History | No change | 12,568 | 629 | 0.1% | 0.11% | 43 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Mission Financial Group, LLC | History | No change | 12,512 | 626 | 0.49% | 0.51% | 44 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 11,235 | 562 | 0.07% | — | 45 | +11,235 | New | Q3 2026 | Nov 02, 2026 |
| Mutual Advisors, LLC | History | No change | 11,234 | 553 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,992 | 550 | 0.04% | 0.04% | 47 | -362 | -3.19% | Q3 2026 | Oct 28, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 10,945 | 548 | 0.02% | 0.03% | 48 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Maltin Wealth Management, Inc. | History | New | 10,447 | 523 | 0.17% | — | 49 | +10,447 | New | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 10,444 | 514 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,374 | 511 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 9,803 | 490 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| 1ST SOURCE BANK | History | No change | 9,653 | 475 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 9,559 | 471 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 9,393 | 470 | 0.27% | 0.24% | 55 | +1,180 | 14.37% | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 9,348 | 460 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,201 | 453 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,025 | 445 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 8,771 | 432 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 7,704 | 385 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| LVZ, Inc. | History | Added to | 7,518 | 376 | 0.04% | 0.03% | 61 | +1,501 | 24.95% | Q3 2026 | Oct 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,598 | 374 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 7,428 | 371 | 0.06% | — | 63 | +7,428 | New | Q3 2026 | Oct 21, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,144 | 357 | 0.02% | 0.02% | 64 | -887 | -11.04% | Q3 2026 | Oct 22, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 6,972 | 349 | 0.13% | 0.14% | 65 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,874 | 344 | 0.02% | 0.02% | 66 | -352 | -4.87% | Q3 2026 | Oct 08, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 6,860 | 343 | 0.09% | 0.09% | 67 | +99 | 1.46% | Q3 2026 | Oct 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,110 | 301 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 6,032 | 296 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 6,025 | 296 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,989 | 295 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 5,974 | 294 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,746 | 290 | 0.0% | — | 73 | +5,746 | New | Q3 2026 | Oct 13, 2026 |
| Waverly Advisors, LLC | History | No change | 5,807 | 286 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,688 | 284 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,628 | 277 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,618 | 276 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,480 | 270 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,291 | 260 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,917 | 246 | 0.01% | 0.09% | 80 | -60,967 | -92.54% | Q3 2026 | Oct 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 4,700 | 231 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Core Wealth Partners LLC | History | No change | 4,581 | 229 | 0.09% | 0.1% | 82 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Echo Wealth Management, LLC | History | No change | 4,542 | 227 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BIP Wealth, LLC | History | No change | 4,405 | 220 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Advisory Services Network, LLC | History | No change | 4,387 | 216 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Talon Private Wealth, LLC | History | No change | 4,392 | 216 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,303 | 215 | 0.0% | 0.0% | 87 | -5,241 | -54.91% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | Added to | 4,175 | 209 | 0.0% | 0.0% | 88 | +111 | 2.73% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,132 | 206 | 0.0% | 0.0% | 89 | -792 | -16.08% | Q3 2026 | Oct 08, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,127 | 203 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFC Planning Co LLC | History | New | 4,024 | 201 | 0.11% | — | 91 | +4,024 | New | Q3 2026 | Oct 28, 2026 |
| BARCLAYS PLC | History | No change | 4,071 | 200 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,061 | 200 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,928 | 196 | 0.02% | 0.02% | 94 | +500 | 14.59% | Q3 2026 | Oct 27, 2026 |
| Spire Wealth Management | History | No change | 3,009 | 150 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,028 | 149 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 2,861 | 140 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,000 | 98 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,875 | 93 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,718 | 86 | 0.01% | 0.01% | 100 | -774 | -31.06% | Q3 2026 | Oct 26, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 1,629 | 81 | 0.04% | 0.03% | 101 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,634 | 80 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 1,047 | 52 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,009 | 50 | 0.0% | 0.0% | 105 | -109 | -9.75% | Q3 2026 | Oct 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,004 | 50 | 0.0% | 0.0% | 104 | -34 | -3.28% | Q3 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 1,010 | 49 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,000 | 49 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 736 | 36 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 643 | 31 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 363 | 17 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Benson Wealth Management INC | History | No change | 224 | 11 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2026 | Oct 29, 2026 |