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 | Added to | 220,384 | 9,901 | 0.0% | 0.0% | 1 | +26,513 | 13.68% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 212,578 | 9,550 | 0.04% | 0.04% | 2 | +1,239 | 0.59% | Q1 2026 | Apr 30, 2026 |
| REAP Financial Group, LLC | History | Reduced | 150,530 | 6,763 | 1.33% | 1.45% | 3 | -6,976 | -4.43% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Added to | 141,778 | 6,370 | 0.07% | 0.03% | 4 | +81,663 | 135.84% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 136,303 | 6,123 | 0.01% | 0.01% | 5 | -3,293 | -2.36% | Q1 2026 | Apr 27, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 134,686 | 6,051 | 1.92% | 2.04% | 6 | -828 | -0.61% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 132,963 | 5,974 | 0.01% | 0.01% | 7 | +1,910 | 1.46% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 120,382 | 5,408 | 0.0% | 0.0% | 8 | -22,965 | -16.02% | Q1 2026 | May 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 101,178 | 4,545 | 1.64% | 1.78% | 9 | -3,593 | -3.43% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 88,631 | 3,982 | 0.0% | 0.0% | 10 | -7,272 | -7.58% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 72,155 | 3,319 | 0.19% | 0.16% | 11 | +11,858 | 19.67% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Reduced | 73,175 | 3,287 | 0.01% | 0.01% | 12 | -5,922 | -7.49% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 66,965 | 3,008 | 0.0% | 0.01% | 13 | -23,451 | -25.94% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 65,046 | 2,922 | 0.05% | 0.05% | 14 | +15,549 | 31.41% | Q1 2026 | May 15, 2026 |
| Decker Wealth Management LLC | History | Reduced | 46,506 | 2,089 | 0.47% | 0.48% | 15 | -1,807 | -3.74% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 44,447 | 1,996 | 0.0% | 0.0% | 16 | +434 | 0.99% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 42,820 | 1,923 | 0.0% | 0.0% | 17 | -23,138 | -35.08% | Q1 2026 | May 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 33,443 | 1,502 | 0.42% | 0.45% | 18 | -1,658 | -4.72% | Q1 2026 | May 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 32,998 | 1,482 | 0.41% | 0.47% | 19 | -4,796 | -12.69% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 31,695 | 1,423 | 0.03% | 0.03% | 20 | -800 | -2.46% | Q1 2026 | May 01, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 28,701 | 1,289 | 0.22% | 0.22% | 21 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TopTier Wealth Management, LLC | History | No change | 27,691 | 1,244 | 0.76% | 0.85% | 22 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 25,897 | 1,169 | 0.06% | 0.05% | 23 | +275 | 1.07% | Q1 2026 | May 12, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 22,105 | 993 | 0.14% | 0.12% | 24 | -475 | -2.1% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,393 | 961 | 0.0% | 0.0% | 25 | +1,448 | 7.26% | Q1 2026 | Apr 30, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 19,836 | 891 | 0.44% | 0.55% | 26 | -4,158 | -17.33% | Q1 2026 | May 14, 2026 |
| Grantvest Financial Group LLC | History | Added to | 19,626 | 881 | 0.57% | 0.57% | 27 | +66 | 0.34% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 18,705 | 840 | 0.0% | 0.01% | 28 | -6,502 | -25.79% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 18,313 | 822 | 0.6% | 0.69% | 29 | -5 | -0.03% | Q1 2026 | Apr 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 18,038 | 810 | 0.04% | 0.05% | 30 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ignite Planners, LLC | History | Reduced | 18,014 | 809 | 0.12% | 0.13% | 31 | -354 | -1.93% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,457 | 694 | 0.0% | 0.0% | 32 | +4,589 | 42.22% | Q1 2026 | May 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 15,208 | 683 | 0.27% | 0.28% | 33 | -52 | -0.34% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 15,114 | 679 | 0.01% | 0.01% | 34 | -1,030 | -6.38% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 15,048 | 676 | 0.05% | 0.05% | 35 | -450 | -2.9% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 13,822 | 620 | 0.04% | 0.04% | 36 | -396 | -2.79% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 13,131 | 589 | 0.29% | 0.31% | 37 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 12,961 | 582 | 0.0% | 0.0% | 38 | -1,443 | -10.02% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 12,338 | 554 | 0.02% | — | 39 | +12,338 | New | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 11,851 | 532 | 0.01% | 0.01% | 40 | +212 | 1.82% | Q1 2026 | Apr 17, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 11,377 | 511 | 0.39% | 0.39% | 41 | -122 | -1.06% | Q1 2026 | May 19, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 10,731 | 482 | 0.04% | 0.03% | 42 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,155 | 458 | 0.0% | 0.01% | 43 | -4,383 | -30.15% | Q1 2026 | Apr 07, 2026 |
| StoneX Group Inc. | History | Reduced | 9,130 | 410 | 0.02% | 0.06% | 44 | -19,722 | -68.36% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,137 | 410 | 0.0% | 0.0% | 45 | -2,559 | -21.88% | Q1 2026 | May 05, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 9,060 | 407 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advance Capital Management, Inc. | History | No change | 8,911 | 400 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 8,414 | 378 | 0.25% | 0.27% | 48 | -264 | -3.04% | Q1 2026 | Apr 14, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 8,358 | 375 | 0.27% | 0.23% | 49 | +457 | 5.78% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,271 | 371 | 0.0% | 0.0% | 50 | -6,223 | -42.94% | Q1 2026 | May 15, 2026 |
| Santori & Peters, Inc. | History | Reduced | 8,090 | 363 | 0.11% | 0.23% | 51 | -6,586 | -44.88% | Q1 2026 | May 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,116 | 321 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,042 | 316 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | No change | 6,600 | 296 | 0.14% | 0.13% | 54 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,410 | 287 | 0.01% | 0.01% | 55 | -647 | -9.17% | Q1 2026 | May 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 5,940 | 266 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,590 | 253 | 0.21% | 0.26% | 57 | -1,306 | -18.94% | Q1 2026 | Apr 30, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,280 | 237 | 0.03% | 0.03% | 58 | -132 | -2.44% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | No change | 4,373 | 196 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BARCLAYS PLC | History | Reduced | 3,668 | 164 | 0.0% | 0.0% | 60 | -329 | -8.23% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,577 | 160 | 0.0% | 0.0% | 61 | -7 | -0.2% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 3,043 | 136 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 3,000 | 134 | 0.03% | 0.04% | 63 | -2,362 | -44.05% | Q1 2026 | May 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,654 | 119 | 0.0% | — | 64 | +2,654 | New | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,853 | 83 | 0.0% | 0.0% | 65 | -24 | -1.28% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,797 | 80 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,742 | 79 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,683 | 75 | 0.0% | 0.0% | 68 | -635 | -27.39% | Q1 2026 | Jun 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,245 | 55 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,212 | 54 | 0.0% | 0.0% | 70 | -9 | -0.74% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 33 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | No change | 665 | 29 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | No change | 642 | 28 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 368 | 16 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 339 | 15 | 0.0% | 0.0% | 75 | -339 | -50.0% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 167 | 7 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 153 | 6 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 119 | 5 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 62 | 2 | 0.0% | — | 79 | +62 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 43 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -113,880 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -31,304 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,458 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sequent Planning LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,446 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,307 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,070 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Foguth Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,619 | -100.0% | Q1 2026 | Jun 01, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,910 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -678 | -100.0% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 15, 2026 |