FIRST TRUST EXCHANGE-TRADED FUND VIII - DMAY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 300,279 | 14,149 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 272,747 | 13,078 | 3.78% | 3.57% | 2 | -510 | -0.19% | Q3 2026 | Oct 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 198,006 | 9,330 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 141,549 | 6,787 | 0.01% | 0.01% | 4 | -2,304 | -1.6% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 141,451 | 6,782 | 0.02% | 0.02% | 5 | -7,867 | -5.27% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 141,336 | 6,777 | 0.01% | 0.01% | 6 | -30,284 | -17.65% | Q3 2026 | Nov 02, 2026 |
| REAP Financial Group, LLC | History | Reduced | 138,915 | 6,661 | 1.09% | 1.16% | 7 | -4,747 | -3.3% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 140,152 | 6,604 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 112,739 | 5,312 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 107,651 | 5,072 | 0.2% | 0.2% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 100,098 | 4,716 | 1.52% | 1.52% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 94,620 | 4,458 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 91,121 | 4,369 | 0.22% | 0.2% | 13 | +9,660 | 11.86% | Q3 2026 | Oct 28, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 92,652 | 4,365 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 89,563 | 4,220 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 81,461 | 3,838 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 68,288 | 3,217 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maia Wealth LLC | History | Reduced | 59,103 | 2,834 | 0.39% | 0.44% | 18 | -4,597 | -7.22% | Q3 2026 | Oct 19, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 55,128 | 2,643 | 0.13% | 0.13% | 19 | -803 | -1.44% | Q3 2026 | Oct 22, 2026 |
| 1ST SOURCE BANK | History | No change | 53,757 | 2,533 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Decker Wealth Management LLC | History | Reduced | 47,621 | 2,283 | 0.46% | 0.48% | 21 | -268 | -0.56% | Q3 2026 | Oct 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 47,670 | 2,245 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 46,326 | 2,182 | 0.33% | 0.33% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 33,338 | 1,570 | 0.37% | 0.37% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 32,998 | 1,554 | 0.39% | 0.39% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 32,298 | 1,548 | 0.28% | 0.2% | 26 | +4 | 0.01% | Q3 2026 | Oct 20, 2026 |
| Mutual Advisors, LLC | History | No change | 31,076 | 1,464 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 29,400 | 1,425 | 0.37% | 0.38% | 28 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 28,546 | 1,369 | 0.0% | — | 29 | +28,546 | New | Q3 2026 | Nov 02, 2026 |
| TopTier Wealth Management, LLC | History | No change | 27,691 | 1,327 | 0.78% | 0.79% | 30 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 25,174 | 1,186 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 24,014 | 1,151 | 0.37% | 0.38% | 32 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 21,105 | 1,012 | 0.15% | 0.13% | 33 | -1,000 | -4.52% | Q3 2026 | Oct 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 19,297 | 909 | 0.43% | 0.43% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 18,705 | 881 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 18,284 | 876 | 0.5% | 0.51% | 36 | -24 | -0.13% | Q3 2026 | Oct 28, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 18,229 | 874 | 0.5% | 0.53% | 37 | -1,232 | -6.33% | Q3 2026 | Oct 21, 2026 |
| Ignite Planners, LLC | History | Reduced | 18,014 | 863 | 0.11% | 0.16% | 38 | -7,130 | -28.36% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18,340 | 859 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 18,038 | 849 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,346 | 831 | 0.01% | 0.01% | 41 | -2,500 | -12.6% | Q3 2026 | Oct 20, 2026 |
| Santori & Peters, Inc. | History | No change | 17,012 | 815 | 0.22% | 0.23% | 42 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 16,532 | 792 | 0.05% | 0.05% | 43 | -13 | -0.08% | Q3 2026 | Oct 16, 2026 |
| StoneX Group Inc. | History | Reduced | 14,769 | 707 | 0.03% | 0.04% | 44 | -4,253 | -22.36% | Q3 2026 | Nov 03, 2026 |
| Nova Wealth Management, Inc. | History | No change | 15,019 | 707 | 0.39% | 0.39% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | No change | 14,964 | 705 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,548 | 685 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 14,431 | 679 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 14,051 | 673 | 0.23% | 0.24% | 49 | -513 | -3.52% | Q3 2026 | Oct 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 13,131 | 629 | 0.24% | 0.25% | 50 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RFG Advisory, LLC | History | Added to | 12,998 | 623 | 0.01% | 0.01% | 51 | +44 | 0.34% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,053 | 577 | 0.0% | 0.0% | 52 | +464 | 4.0% | Q3 2026 | Oct 08, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 11,140 | 534 | 0.07% | 0.08% | 53 | -120 | -1.07% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 10,740 | 515 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 10,717 | 504 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 10,600 | 499 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 10,522 | 495 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 9,659 | 463 | 0.31% | 0.36% | 58 | -1,646 | -14.56% | Q3 2026 | Oct 14, 2026 |
| Mission Financial Group, LLC | History | Added to | 9,651 | 462 | 0.37% | 0.38% | 59 | +17 | 0.18% | Q3 2026 | Oct 21, 2026 |
| Advance Capital Management, Inc. | History | No change | 9,752 | 459 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 9,226 | 434 | 0.36% | 0.36% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 8,885 | 426 | 0.04% | 0.05% | 62 | -1,120 | -11.19% | Q3 2026 | Oct 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,885 | 418 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 8,278 | 396 | 0.25% | 0.25% | 64 | -73 | -0.87% | Q3 2026 | Nov 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 8,274 | 396 | 0.01% | 0.01% | 65 | -55 | -0.66% | Q3 2026 | Oct 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,340 | 392 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVZ, Inc. | History | No change | 8,022 | 384 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,061 | 379 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrona Financial Services, LLC | History | No change | 7,852 | 376 | 0.06% | 0.07% | 69 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,116 | 335 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,042 | 331 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| First Heartland Consultants, Inc. | History | No change | 6,344 | 304 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 6,382 | 300 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Core Wealth Partners LLC | History | Reduced | 6,250 | 299 | 0.12% | 0.13% | 74 | -350 | -5.3% | Q3 2026 | Oct 30, 2026 |
| HighTower Advisors, LLC | History | No change | 5,062 | 238 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequent Planning LLC | History | No change | 5,011 | 236 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 4,714 | 221 | 0.22% | 0.22% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,513 | 218 | 0.0% | — | 78 | +4,513 | New | Q3 2026 | Oct 13, 2026 |
| BARCLAYS PLC | History | No change | 4,232 | 199 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,577 | 168 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,318 | 159 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Spire Wealth Management | History | Reduced | 3,100 | 148 | 0.0% | 0.01% | 82 | -1,000 | -24.39% | Q3 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 3,043 | 143 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,030 | 142 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,970 | 142 | 0.07% | 0.08% | 85 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 1,807 | 85 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,797 | 84 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,742 | 83 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,683 | 79 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 1,167 | 55 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 1,090 | 52 | 0.01% | 0.02% | 91 | -155 | -12.45% | Q3 2026 | Oct 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,060 | 50 | 0.0% | 0.0% | 92 | -113 | -9.63% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 35 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 665 | 31 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 466 | 22 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 368 | 17 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | No change | 339 | 16 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Added to | 325 | 15 | 0.0% | 0.0% | 98 | +207 | 175.42% | Q3 2026 | Oct 16, 2026 |
| BFC Planning, Inc. | History | No change | 173 | 8 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UBS Group AG | History | No change | 56 | 2 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,511 | -100.0% | Q3 2026 | Oct 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,289 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q3 2026 | Oct 29, 2026 |