FIRST TRUST EXCHANGE-TRADED FUND VIII - DOCT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | History | Added to | 400,877 | 18,712 | 0.2% | 0.21% | 1 | +2,617 | 0.66% | Q2 2026 | Aug 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 284,386 | 13,275 | 3.3% | 3.41% | 2 | -1,790 | -0.63% | Q2 2026 | Aug 07, 2026 |
| REAP Financial Group, LLC | History | Reduced | 215,278 | 10,049 | 1.72% | 1.89% | 3 | -5,219 | -2.37% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 211,243 | 9,860 | 0.0% | 0.0% | 4 | +61,484 | 41.06% | Q2 2026 | Aug 03, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 176,850 | 8,255 | 1.95% | 2.86% | 5 | -61,636 | -25.84% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 143,115 | 6,680 | 0.63% | 0.65% | 6 | +6,984 | 5.13% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 138,512 | 6,465 | 0.12% | 0.13% | 7 | -5,831 | -4.04% | Q2 2026 | Aug 14, 2026 |
| LCNB CORP | History | Reduced | 122,306 | 5,709 | 1.75% | 1.86% | 8 | -4,834 | -3.8% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 115,578 | 5,395 | 0.0% | — | 9 | +115,578 | New | Q2 2026 | Aug 14, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 109,598 | 5,116 | 3.48% | 3.79% | 10 | -3,662 | -3.23% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 104,915 | 4,897 | 0.01% | 0.01% | 11 | -4,561 | -4.17% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 97,756 | 4,563 | 0.0% | 0.0% | 12 | +46,502 | 90.73% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 96,432 | 4,501 | 0.01% | 0.01% | 13 | +9,387 | 10.78% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 96,080 | 4,484 | 0.01% | 0.01% | 14 | -27,505 | -22.26% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 90,264 | 4,219 | 0.48% | 0.5% | 15 | -1,145 | -1.25% | Q2 2026 | Jul 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 90,348 | 4,217 | 0.2% | 0.21% | 16 | +2,537 | 2.89% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | Added to | 88,410 | 4,126 | 0.0% | 0.0% | 17 | +9,765 | 12.42% | Q2 2026 | Aug 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 83,678 | 3,906 | 0.2% | 0.19% | 18 | +9,294 | 12.49% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 69,503 | 3,244 | 0.01% | 0.01% | 19 | -8,493 | -10.89% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 66,064 | 3,083 | 0.0% | 0.0% | 20 | -6,813 | -9.35% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 63,933 | 2,984 | 0.04% | 0.05% | 21 | -5,354 | -7.73% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 54,888 | 2,562 | 0.0% | 0.0% | 22 | -38,521 | -41.24% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 52,196 | 2,436 | 0.02% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 52,637 | 2,285 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 46,400 | 2,165 | 0.29% | 0.37% | 25 | -6,954 | -13.03% | Q2 2026 | Jul 15, 2026 |
| Bluespring Wealth Management, LLC | History | New | 46,330 | 2,162 | 0.04% | — | 26 | +46,330 | New | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 42,495 | 1,983 | 0.04% | 0.04% | 27 | -2,567 | -5.7% | Q2 2026 | Jul 20, 2026 |
| SMART Wealth LLC | History | Added to | 38,853 | 1,813 | 0.39% | 0.41% | 28 | +6,478 | 20.01% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 36,779 | 1,716 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| StoneX Group Inc. | History | Added to | 33,905 | 1,582 | 0.06% | 0.08% | 30 | +642 | 1.93% | Q2 2026 | Aug 12, 2026 |
| Castleview Partners, LLC | History | Reduced | 32,290 | 1,507 | 0.66% | 0.73% | 31 | -558 | -1.7% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | No change | 32,200 | 1,503 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 27,548 | 1,285 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 27,438 | 1,280 | 0.2% | 0.22% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | Reduced | 26,314 | 1,228 | 0.26% | 1.23% | 35 | -90,658 | -77.5% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 25,945 | 1,211 | 0.06% | 0.06% | 36 | -730 | -2.74% | Q2 2026 | Jul 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 24,416 | 1,139 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 1ST SOURCE BANK | History | Reduced | 24,343 | 1,136 | 0.05% | 0.08% | 38 | -9,219 | -27.47% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 23,165 | 1,081 | 0.16% | 0.38% | 39 | -28,100 | -54.81% | Q2 2026 | Jul 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 20,827 | 972 | 0.13% | 0.14% | 40 | -2 | -0.01% | Q2 2026 | Jul 23, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 20,629 | 962 | 0.06% | 0.06% | 41 | -4 | -0.02% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 20,098 | 934 | 0.0% | 0.0% | 42 | +4,483 | 28.71% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 17,957 | 838 | 0.36% | — | 43 | +17,957 | New | Q2 2026 | Aug 07, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 17,877 | 834 | 0.22% | 0.24% | 44 | -399 | -2.18% | Q2 2026 | Jul 16, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 17,584 | 820 | 0.07% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 17,404 | 812 | 0.39% | 0.42% | 46 | -2,219 | -11.31% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 17,329 | 808 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrona Financial Services, LLC | History | No change | 17,238 | 804 | 0.15% | 0.16% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| First Heartland Consultants, Inc. | History | No change | 16,558 | 772 | 0.05% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 15,888 | 741 | 0.44% | 0.51% | 50 | -84 | -0.53% | Q2 2026 | Jul 21, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 15,460 | 721 | 0.2% | 0.21% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 15,163 | 707 | 0.38% | 0.39% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 13,524 | 631 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 13,138 | 613 | 0.1% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Added to | 13,106 | 611 | 0.01% | 0.01% | 55 | +1,039 | 8.61% | Q2 2026 | Jul 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 12,409 | 579 | 0.08% | 0.12% | 56 | -7,146 | -36.54% | Q2 2026 | Jul 20, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 12,246 | 571 | 0.18% | 0.19% | 57 | -181 | -1.46% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,019 | 561 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 11,691 | 545 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 11,215 | 523 | 0.01% | 0.01% | 60 | -1,078 | -8.77% | Q2 2026 | Aug 05, 2026 |
| Capasso Planning Partners LLC | History | No change | 11,189 | 522 | 0.26% | 0.26% | 61 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 10,632 | 496 | 0.03% | 0.03% | 62 | -303 | -2.77% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 10,352 | 483 | 0.05% | — | 63 | +10,352 | New | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,292 | 480 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 9,937 | 463 | 0.09% | 0.09% | 65 | -154 | -1.53% | Q2 2026 | Aug 05, 2026 |
| 1776 Wealth LLC | History | Reduced | 8,920 | 416 | 0.15% | 0.18% | 66 | -1,738 | -16.31% | Q2 2026 | Aug 10, 2026 |
| Marshall Financial Group, LLC | History | No change | 8,795 | 410 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Santori & Peters, Inc. | History | No change | 8,263 | 385 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,943 | 324 | 0.0% | 0.0% | 69 | +2,327 | 50.41% | Q2 2026 | Jul 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,764 | 315 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 6,765 | 315 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,500 | 303 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 6,140 | 286 | 0.28% | 0.29% | 73 | -2,024 | -24.79% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,721 | 267 | 0.01% | — | 74 | +5,721 | New | Q2 2026 | Aug 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 5,549 | 259 | 0.1% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 5,422 | 253 | 0.05% | 0.05% | 76 | -30 | -0.55% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,426 | 253 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,281 | 246 | 0.01% | 0.01% | 78 | -74 | -1.38% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,088 | 237 | 0.02% | 0.02% | 79 | -970 | -16.01% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | No change | 4,948 | 230 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 4,735 | 221 | 0.12% | 0.13% | 81 | -34 | -0.71% | Q2 2026 | Jul 13, 2026 |
| Savvy Advisors, Inc. | History | New | 4,512 | 210 | 0.0% | — | 82 | +4,512 | New | Q2 2026 | Aug 03, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,490 | 209 | 0.02% | — | 83 | +4,490 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 4,195 | 195 | 0.0% | 0.0% | 84 | -99 | -2.31% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,912 | 182 | 0.01% | 0.01% | 85 | +6 | 0.15% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,837 | 179 | 0.0% | 0.0% | 86 | -32 | -0.83% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 3,574 | 166 | 0.01% | — | 87 | +3,574 | New | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,399 | 158 | 0.02% | 0.02% | 88 | -61 | -1.76% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 3,036 | 141 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,885 | 134 | 0.01% | 0.01% | 90 | -223 | -7.18% | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,852 | 133 | 0.01% | — | 91 | +2,852 | New | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,769 | 129 | 0.0% | 0.0% | 92 | -1,476 | -34.77% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,640 | 123 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,500 | 116 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 2,158 | 100 | 0.0% | 0.0% | 95 | +153 | 7.63% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | No change | 1,939 | 91 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakmont Advisory Group, LLC | History | New | 1,882 | 87 | 0.07% | — | 97 | +1,882 | New | Q2 2026 | Aug 03, 2026 |
| MTM Investment Management, LLC | History | Reduced | 1,705 | 79 | 0.02% | 0.03% | 98 | -415 | -19.58% | Q2 2026 | Aug 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,530 | 66 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 1,360 | 63 | 0.02% | 0.02% | 100 | -250 | -15.53% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,263 | 58 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,211 | 56 | 0.0% | 0.0% | 102 | -39 | -3.12% | Q2 2026 | Jul 06, 2026 |
| Regatta Research & Money Management | History | New | 788 | 36 | 0.03% | — | 103 | +788 | New | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Reduced | 389 | 18 | 0.0% | 0.0% | 104 | -210 | -35.06% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 225 | 10 | 0.0% | — | 105 | +225 | New | Q2 2026 | Aug 06, 2026 |
| Benson Wealth Management INC | History | No change | 205 | 9 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 156 | 7 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 105 | 5 | 0.0% | 0.0% | 108 | +75 | 250.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -29,686 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,546 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,702 | -100.0% | Q2 2026 | Sep 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,032 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,892 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,766 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,944 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cottage Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,835 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,416 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,205 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,627 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,377 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q2 2026 | Jul 20, 2026 |