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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DWM Financial Group, Inc. | History | Reduced | 669,961 | 30,630 | 23.98% | 26.07% | 1 | -32,368 | -4.61% | Q3 2026 | Oct 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 352,821 | 15,782 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 245,860 | 11,240 | 3.25% | 3.07% | 3 | -1,120 | -0.45% | Q3 2026 | Oct 19, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 166,166 | 7,597 | 0.02% | 0.03% | 4 | -19,774 | -10.63% | Q3 2026 | Nov 02, 2026 |
| Decker Wealth Management LLC | History | Reduced | 165,731 | 7,577 | 1.54% | 1.81% | 5 | -24,746 | -12.99% | Q3 2026 | Oct 09, 2026 |
| Cetera Investment Advisers | History | No change | 166,564 | 7,450 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 151,814 | 6,791 | 1.6% | 1.6% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 106,098 | 4,745 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 99,706 | 4,558 | 0.01% | 0.01% | 9 | -2,842 | -2.77% | Q3 2026 | Nov 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 96,627 | 4,417 | 0.22% | 0.2% | 10 | +9,868 | 11.37% | Q3 2026 | Oct 28, 2026 |
| LPL Financial LLC | History | No change | 92,420 | 4,134 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 84,201 | 3,766 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Added to | 73,477 | 3,359 | 0.04% | 0.01% | 13 | +59,238 | 416.03% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 69,724 | 3,118 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 53,068 | 2,373 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REAP Financial Group, LLC | History | Added to | 47,990 | 2,194 | 0.36% | 0.29% | 16 | +9,930 | 26.09% | Q3 2026 | Nov 02, 2026 |
| Ignite Planners, LLC | History | No change | 40,554 | 1,854 | 0.24% | 0.25% | 17 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 33,580 | 1,535 | 0.21% | 0.24% | 18 | -297 | -0.88% | Q3 2026 | Nov 04, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 32,378 | 1,482 | 0.15% | 0.17% | 19 | -1,602 | -4.71% | Q3 2026 | Oct 19, 2026 |
| Mutual Advisors, LLC | History | No change | 33,041 | 1,478 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 32,873 | 1,470 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 31,478 | 1,439 | 0.5% | 0.51% | 22 | -1,305 | -3.98% | Q3 2026 | Oct 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 30,430 | 1,360 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrity Financial Corp /WA | History | No change | 26,825 | 1,199 | 0.57% | 0.57% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 25,582 | 1,170 | 0.0% | — | 25 | +25,582 | New | Q3 2026 | Nov 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 25,660 | 1,147 | 0.14% | 0.14% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,933 | 1,070 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 23,204 | 1,060 | 0.02% | 0.02% | 28 | -18 | -0.08% | Q3 2026 | Oct 22, 2026 |
| 1ST SOURCE BANK | History | No change | 22,230 | 994 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,780 | 929 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,151 | 921 | 0.04% | 0.04% | 31 | +2,451 | 13.85% | Q3 2026 | Oct 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 18,869 | 862 | 0.07% | 0.05% | 33 | +1,210 | 6.85% | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 19,320 | 862 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 18,680 | 835 | 0.17% | 0.17% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 17,299 | 773 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,607 | 713 | 0.0% | 0.0% | 36 | +438 | 2.89% | Q3 2026 | Oct 30, 2026 |
| OPPENHEIMER & CO INC | History | No change | 15,261 | 697 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| RFG Advisory, LLC | History | Added to | 14,891 | 680 | 0.01% | 0.01% | 38 | +38 | 0.26% | Q3 2026 | Nov 03, 2026 |
| Mission Financial Group, LLC | History | No change | 13,844 | 632 | 0.5% | 0.51% | 39 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 13,431 | 614 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Schulz Wealth, LTD. | History | No change | 13,413 | 613 | 0.29% | 0.31% | 41 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,184 | 545 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 12,105 | 541 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,866 | 530 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 11,500 | 525 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Atria Investments, Inc | History | Added to | 10,899 | 498 | 0.0% | 0.0% | 46 | +2,358 | 27.61% | Q3 2026 | Oct 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 10,018 | 458 | 0.18% | 0.18% | 47 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,217 | 457 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grantvest Financial Group LLC | History | No change | 9,992 | 456 | 0.26% | 0.26% | 49 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 9,794 | 438 | 0.37% | 0.37% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,620 | 430 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 9,450 | 422 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 8,334 | 372 | 0.21% | 0.21% | 53 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,851 | 351 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,652 | 342 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,657 | 342 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | Reduced | 7,320 | 334 | 0.01% | 0.02% | 57 | -3,420 | -31.84% | Q3 2026 | Nov 03, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 7,039 | 314 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,640 | 303 | 0.0% | 0.0% | 59 | -1,328 | -16.67% | Q3 2026 | Oct 08, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 6,500 | 297 | 0.2% | 0.2% | 60 | -32 | -0.49% | Q3 2026 | Oct 14, 2026 |
| BostonPremier Wealth LLC | History | No change | 6,478 | 296 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 6,255 | 285 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 5,527 | 252 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Capasso Planning Partners LLC | History | No change | 5,616 | 251 | 0.13% | 0.13% | 64 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,353 | 244 | 0.02% | 0.01% | 65 | +672 | 14.36% | Q3 2026 | Oct 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,300 | 237 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,290 | 236 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1776 Wealth LLC | History | No change | 5,219 | 233 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,081 | 232 | 0.01% | 0.01% | 69 | -628 | -11.0% | Q3 2026 | Oct 27, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 4,989 | 228 | 0.11% | 0.11% | 70 | -6 | -0.12% | Q3 2026 | Oct 15, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 4,878 | 223 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BAM Wealth Management, LLC | History | New | 4,682 | 214 | 0.12% | — | 73 | +4,682 | New | Q3 2026 | Oct 15, 2026 |
| Spire Wealth Management | History | No change | 4,699 | 214 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4,725 | 211 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,718 | 211 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,674 | 209 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 4,455 | 203 | 0.01% | — | 77 | +4,455 | New | Q3 2026 | Oct 13, 2026 |
| Brookstone Capital Management | History | New | 4,407 | 201 | 0.0% | — | 80 | +4,407 | New | Q3 2026 | Oct 22, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 4,512 | 201 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Partners LLC | History | No change | 4,501 | 201 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,797 | 125 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,698 | 77 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | No change | 1,553 | 71 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BARCLAYS PLC | History | No change | 1,544 | 69 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,509 | 68 | 0.01% | 0.01% | 85 | -291 | -16.17% | Q3 2026 | Oct 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,130 | 51 | 0.0% | 0.0% | 86 | -125 | -9.96% | Q3 2026 | Oct 08, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,010 | 45 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 587 | 26 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 566 | 25 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 525 | 24 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ASSETMARK, INC | History | No change | 504 | 23 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Triumph Capital Management | History | No change | 345 | 15 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 330 | 14 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 293 | 13 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 288 | 12 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 2.88% | — | -236,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,509 | -100.0% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |