FIRST TRUST EXCHANGE-TRADED FUND VIII - DMAR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 248,216 | 10,524 | 3.34% | 3.26% | 1 | +13,453 | 5.73% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 237,265 | 10,060 | 0.04% | 0.04% | 2 | +15,778 | 7.12% | Q1 2026 | Apr 30, 2026 |
| First International Bank of Israel Ltd. | History | New | 236,000 | 10,006 | 2.94% | — | 3 | +236,000 | New | Q1 2026 | May 14, 2026 |
| Decker Wealth Management LLC | History | Added to | 196,714 | 8,340 | 1.89% | 1.62% | 4 | +18,856 | 10.6% | Q1 2026 | May 06, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 156,653 | 6,642 | 1.84% | 1.84% | 5 | -822 | -0.52% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 147,661 | 6,260 | 0.0% | 0.0% | 6 | -94,674 | -39.07% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 105,787 | 4,485 | 0.01% | 0.01% | 7 | -38,259 | -26.56% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 101,410 | 4,299 | 0.01% | 0.01% | 8 | +4,700 | 4.86% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 87,561 | 3,712 | 0.0% | 0.01% | 9 | -106,327 | -54.84% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 83,953 | 3,559 | 0.05% | 0.03% | 10 | +51,751 | 160.71% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 77,176 | 3,336 | 0.19% | 0.16% | 11 | +12,162 | 18.71% | Q1 2026 | Apr 17, 2026 |
| LPL Financial LLC | History | Added to | 78,177 | 3,314 | 0.0% | 0.0% | 12 | +23,840 | 43.87% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 65,664 | 2,784 | 0.0% | 0.0% | 13 | +11,927 | 22.2% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 63,631 | 2,697 | 0.01% | 0.01% | 14 | -25,816 | -28.86% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 42,131 | 1,786 | 0.37% | 0.37% | 15 | +208 | 0.5% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 41,137 | 1,744 | 0.0% | — | 16 | +41,137 | New | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | No change | 40,554 | 1,719 | 0.27% | 0.26% | 17 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| REAP Financial Group, LLC | History | Added to | 37,610 | 1,594 | 0.31% | 0.22% | 18 | +11,087 | 41.8% | Q1 2026 | May 11, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 34,061 | 1,522 | 0.18% | 0.25% | 19 | -4,719 | -12.17% | Q1 2026 | Jun 01, 2026 |
| Mutual Advisors, LLC | History | Reduced | 35,530 | 1,506 | 0.03% | 0.03% | 20 | -582 | -1.61% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 34,651 | 1,469 | 0.0% | 0.0% | 21 | -1,388 | -3.85% | Q1 2026 | May 04, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 34,537 | 1,464 | 0.29% | 0.32% | 22 | -1,629 | -4.5% | Q1 2026 | May 01, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 33,666 | 1,427 | 0.57% | 0.58% | 23 | -668 | -1.95% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | No change | 32,873 | 1,393 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 31,761 | 1,350 | 0.07% | 0.03% | 25 | +17,412 | 121.35% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 26,597 | 1,127 | 0.56% | 0.62% | 26 | -2,816 | -9.57% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 25,660 | 1,087 | 0.15% | 0.14% | 27 | +100 | 0.39% | Q1 2026 | May 15, 2026 |
| 1ST SOURCE BANK | History | New | 23,780 | 1,008 | 0.05% | — | 28 | +23,780 | New | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 23,222 | 984 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,795 | 924 | 0.0% | 0.0% | 30 | -2,935 | -11.87% | Q1 2026 | Apr 30, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 18,730 | 794 | 0.05% | 0.04% | 31 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Uniting Wealth Partners, LLC | History | New | 18,680 | 792 | 0.17% | — | 32 | +18,680 | New | Q1 2026 | Apr 22, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 18,161 | 770 | 0.24% | 0.24% | 33 | -4 | -0.02% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 17,829 | 755 | 0.05% | 0.04% | 34 | +2,005 | 12.67% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,280 | 647 | 0.01% | 0.01% | 35 | +802 | 5.54% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,230 | 645 | 0.0% | 0.0% | 36 | +387 | 2.61% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 14,611 | 619 | 0.02% | 0.02% | 37 | +236 | 1.64% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 13,915 | 589 | 0.01% | 0.01% | 38 | +215 | 1.57% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Reduced | 13,682 | 580 | 0.0% | 0.0% | 39 | -581 | -4.07% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 13,431 | 569 | 0.07% | 0.07% | 40 | -41 | -0.3% | Q1 2026 | May 08, 2026 |
| Schulz Wealth, LTD. | History | No change | 13,417 | 558 | 0.36% | 0.36% | 41 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 12,219 | 518 | 0.04% | 0.09% | 42 | -13,615 | -52.7% | Q1 2026 | Apr 22, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,184 | 516 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 10,765 | 456 | 0.01% | — | 44 | +10,765 | New | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 10,500 | 445 | 0.02% | 0.06% | 45 | -20,640 | -66.28% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,501 | 445 | 0.0% | 0.0% | 46 | -3,687 | -25.99% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 10,018 | 424 | 0.21% | 0.22% | 47 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,620 | 408 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,945 | 379 | 0.0% | 0.0% | 49 | -120 | -1.32% | Q1 2026 | Jun 02, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 8,403 | 356 | 0.23% | 0.17% | 50 | +2,557 | 43.74% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,911 | 335 | 0.0% | 0.0% | 51 | -74 | -0.93% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,652 | 324 | 0.02% | 0.02% | 52 | -556 | -6.77% | Q1 2026 | May 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,657 | 324 | 0.0% | 0.0% | 53 | -25 | -0.33% | Q1 2026 | Apr 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 7,044 | 298 | 0.03% | 0.03% | 54 | +737 | 11.69% | Q1 2026 | May 11, 2026 |
| Grantvest Financial Group LLC | History | No change | 6,623 | 280 | 0.18% | 0.18% | 55 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 6,552 | 277 | 0.21% | 0.2% | 56 | -61 | -0.92% | Q1 2026 | May 19, 2026 |
| BostonPremier Wealth LLC | History | No change | 6,478 | 274 | 0.14% | 0.14% | 57 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 6,255 | 265 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capasso Planning Partners LLC | History | New | 5,630 | 238 | 0.13% | — | 59 | +5,630 | New | Q1 2026 | May 27, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 5,527 | 234 | 0.02% | 0.02% | 60 | +282 | 5.38% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,483 | 232 | 0.01% | 0.01% | 61 | -215 | -3.77% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Reduced | 5,390 | 228 | 0.01% | 0.01% | 62 | -278 | -4.9% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,333 | 226 | 0.0% | 0.0% | 63 | -1,066 | -16.66% | Q1 2026 | Apr 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,081 | 225 | 0.01% | 0.01% | 64 | -175 | -3.33% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,300 | 224 | 0.0% | — | 65 | +5,300 | New | Q1 2026 | May 15, 2026 |
| 1776 Wealth LLC | History | No change | 5,219 | 221 | 0.09% | 0.08% | 66 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,005 | 214 | 0.17% | 0.22% | 67 | -1,268 | -20.21% | Q1 2026 | Apr 30, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 4,995 | 211 | 0.12% | 0.15% | 68 | -1,000 | -16.68% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,926 | 208 | 0.02% | 0.01% | 69 | +28 | 0.57% | Q1 2026 | May 05, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 4,878 | 206 | 0.08% | 0.33% | 70 | -15,314 | -75.84% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 4,725 | 200 | 0.03% | 0.0% | 71 | +4,540 | 2454.05% | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 1,800 | 76 | 0.01% | — | 72 | +1,800 | New | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,698 | 71 | 0.02% | 0.01% | 73 | +825 | 94.5% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,553 | 65 | 0.0% | 0.02% | 74 | -16,778 | -91.53% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,289 | 54 | 0.0% | 0.0% | 75 | -6 | -0.46% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,250 | 53 | 0.0% | — | 76 | +1,250 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,056 | 44 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,010 | 42 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 596 | 25 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 587 | 24 | 0.0% | 0.0% | 80 | -358 | -37.88% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 566 | 23 | 0.0% | 0.0% | 81 | -80 | -12.38% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 345 | 14 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 330 | 13 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 293 | 12 | 0.01% | 0.08% | 85 | -1,904 | -86.66% | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 288 | 12 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| BARCLAYS PLC | History | Added to | 227 | 9 | 0.0% | — | 86 | +226 | 22600.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -24,379 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,334 | -100.0% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,047 | -100.0% | Q1 2026 | Apr 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.12% | — | -10,546 | -100.0% | Q1 2026 | May 11, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.24% | — | -10,279 | -100.0% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,925 | -100.0% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,522 | -100.0% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,132 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,152 | -100.0% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |