FIRST TRUST EXCHANGE-TRADED FUND VIII - DOCT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 396,336 | 17,553 | 0.25% | 0.01% | 1 | +376,336 | 1881.68% | Q4 2025 | Feb 02, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 301,238 | 13,341 | 3.67% | 3.75% | 2 | -2,286 | -0.75% | Q4 2025 | Jan 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 262,835 | 11,640 | 2.36% | 2.83% | 3 | -38,742 | -12.85% | Q4 2025 | Feb 10, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 259,898 | 11,510 | 3.23% | 3.47% | 4 | -12,575 | -4.62% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 156,080 | 6,912 | 0.01% | 0.01% | 5 | +51,608 | 49.4% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 147,228 | 6,520 | 0.14% | 0.14% | 6 | -2,985 | -1.99% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 135,513 | 6,001 | 0.0% | 0.0% | 7 | +8,190 | 6.43% | Q4 2025 | Feb 18, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 133,894 | 5,930 | 0.67% | 0.71% | 8 | -3,754 | -2.73% | Q4 2025 | Feb 17, 2026 |
| LCNB CORP | History | Added to | 124,262 | 5,503 | 1.84% | 1.88% | 9 | +54 | 0.04% | Q4 2025 | Feb 10, 2026 |
| WINNOW WEALTH LLC | History | Added to | 121,993 | 5,489 | 4.05% | 0.09% | 10 | +119,465 | 4725.67% | Q4 2025 | Feb 11, 2026 |
| Sequent Planning LLC | History | Added to | 122,211 | 5,412 | 1.38% | 1.49% | 11 | +262 | 0.21% | Q4 2025 | Feb 05, 2026 |
| Foguth Wealth Management, LLC. | History | New | 117,397 | 5,197 | 0.81% | — | 12 | +117,397 | New | Q4 2025 | Jan 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 114,338 | 5,064 | 0.0% | 0.0% | 13 | +36,482 | 46.86% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 112,975 | 5,003 | 0.01% | 0.01% | 14 | +277 | 0.25% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 86,240 | 3,819 | 0.01% | 0.01% | 15 | +12,460 | 16.89% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 85,330 | 3,779 | 0.02% | 0.01% | 16 | +20,799 | 32.23% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 72,544 | 3,642 | 0.77% | 0.07% | 17 | +65,213 | 889.55% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 71,017 | 3,145 | 0.01% | 0.0% | 18 | +40,843 | 135.36% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 68,594 | 3,038 | 0.0% | 0.0% | 19 | +15,374 | 28.89% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 63,656 | 2,819 | 0.0% | 0.0% | 20 | +13,385 | 26.63% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 62,286 | 2,758 | 0.16% | 0.17% | 21 | +5,318 | 9.34% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 52,196 | 2,311 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 51,780 | 2,293 | 0.38% | — | 23 | +51,780 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 51,427 | 2,277 | 0.0% | 0.0% | 24 | +18,058 | 54.12% | Q4 2025 | Feb 11, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 50,326 | 2,228 | 0.37% | 0.37% | 25 | +131 | 0.26% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,641 | 2,198 | 0.04% | 0.04% | 26 | +5,330 | 12.03% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 41,074 | 1,819 | 0.04% | 0.01% | 27 | +29,244 | 247.2% | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Added to | 37,250 | 1,649 | 0.07% | 0.06% | 28 | +3,467 | 10.26% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 36,779 | 1,628 | 0.03% | 0.01% | 29 | +23,280 | 172.46% | Q4 2025 | Feb 03, 2026 |
| 1ST SOURCE BANK | History | New | 33,562 | 1,486 | 0.08% | — | 30 | +33,562 | New | Q4 2025 | Feb 05, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 33,241 | 1,472 | 0.06% | 0.06% | 31 | -680 | -2.0% | Q4 2025 | Jan 06, 2026 |
| Castleview Partners, LLC | History | Added to | 33,041 | 1,463 | 0.72% | 0.7% | 32 | +3,222 | 10.81% | Q4 2025 | Jan 12, 2026 |
| Brookstone Capital Management | History | Added to | 32,200 | 1,426 | 0.02% | 0.02% | 33 | +2,190 | 7.3% | Q4 2025 | Jan 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 29,823 | 1,320 | 0.03% | 0.03% | 34 | -4,650 | -13.49% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 29,759 | 1,318 | 0.25% | 0.26% | 35 | -642 | -2.11% | Q4 2025 | Feb 17, 2026 |
| SMART Wealth LLC | History | Reduced | 29,350 | 1,299 | 0.4% | 0.52% | 36 | -2,593 | -8.12% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | New | 27,548 | 1,220 | 0.01% | — | 37 | +27,548 | New | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 26,675 | 1,181 | 0.05% | 0.03% | 38 | +20,136 | 307.94% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 24,416 | 1,081 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | New | 22,577 | 999 | 0.0% | — | 40 | +22,577 | New | Q4 2025 | Feb 11, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 21,861 | 968 | 0.14% | — | 41 | +21,861 | New | Q4 2025 | Feb 03, 2026 |
| Ignite Planners, LLC | History | Reduced | 21,341 | 951 | 0.15% | 0.16% | 42 | -1,125 | -5.01% | Q4 2025 | Feb 06, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 20,645 | 914 | 0.06% | 0.06% | 43 | -40 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 20,068 | 888 | 0.45% | 0.33% | 44 | +4,064 | 25.39% | Q4 2025 | Feb 13, 2026 |
| LifeWealth Investments, LLC | History | Added to | 18,525 | 820 | 0.26% | 0.25% | 45 | +955 | 5.44% | Q4 2025 | Jan 26, 2026 |
| BEACON FINANCIAL GROUP | History | New | 17,584 | 778 | 0.08% | — | 46 | +17,584 | New | Q4 2025 | Apr 01, 2026 |
| IHT Wealth Management, LLC | History | New | 17,329 | 767 | 0.02% | — | 47 | +17,329 | New | Q4 2025 | Feb 17, 2026 |
| Madrona Financial Services, LLC | History | New | 17,238 | 763 | 0.16% | — | 48 | +17,238 | New | Q4 2025 | Jan 22, 2026 |
| First Heartland Consultants, Inc. | History | New | 16,558 | 733 | 0.06% | — | 49 | +16,558 | New | Q4 2025 | Jan 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 15,972 | 707 | 0.58% | 0.71% | 50 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 15,460 | 684 | 0.23% | 0.08% | 51 | +10,360 | 203.14% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,119 | 669 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,788 | 655 | 0.0% | 0.0% | 53 | +2,956 | 24.98% | Q4 2025 | Feb 05, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 13,940 | 617 | 0.13% | 0.13% | 54 | +2,163 | 18.37% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | New | 13,524 | 598 | 0.0% | — | 55 | +13,524 | New | Q4 2025 | Jan 29, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 12,742 | 564 | 0.39% | 0.38% | 56 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,485 | 552 | 0.0% | 0.0% | 57 | +3,350 | 36.67% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 12,427 | 550 | 0.21% | 0.13% | 58 | +4,897 | 65.03% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 11,847 | 524 | 0.01% | 0.01% | 59 | +18 | 0.15% | Q4 2025 | Feb 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 11,700 | 518 | 0.03% | — | 60 | +11,700 | New | Q4 2025 | Feb 04, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 11,691 | 517 | 0.07% | 0.07% | 61 | -547 | -4.47% | Q4 2025 | Feb 03, 2026 |
| Capasso Planning Partners LLC | History | New | 11,369 | 503 | 0.28% | — | 62 | +11,369 | New | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 11,318 | 501 | 0.04% | 0.05% | 63 | -446 | -3.79% | Q4 2025 | Jan 13, 2026 |
| 1776 Wealth LLC | History | No change | 10,658 | 472 | 0.18% | 0.18% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 10,292 | 455 | 0.01% | — | 65 | +10,292 | New | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 9,933 | 439 | 0.04% | 0.04% | 66 | -575 | -5.47% | Q4 2025 | Jan 23, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 8,853 | 392 | 0.33% | 0.34% | 67 | -958 | -9.76% | Q4 2025 | Jan 28, 2026 |
| Marshall Financial Group, LLC | History | No change | 8,824 | 390 | 0.08% | 0.07% | 68 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 8,486 | 375 | 0.0% | — | 69 | +8,486 | New | Q4 2025 | Jan 21, 2026 |
| Santori & Peters, Inc. | History | New | 8,263 | 365 | 0.12% | — | 70 | +8,263 | New | Q4 2025 | Jan 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,067 | 357 | 0.0% | 0.0% | 71 | +2,697 | 50.22% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | New | 6,766 | 299 | 0.01% | — | 74 | +6,766 | New | Q4 2025 | Jan 22, 2026 |
| AlphaStar Capital Management, LLC | History | New | 6,765 | 299 | 0.02% | — | 73 | +6,765 | New | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | New | 6,764 | 299 | 0.0% | — | 72 | +6,764 | New | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 6,500 | 287 | 0.03% | — | 75 | +6,500 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,189 | 274 | 0.0% | 0.0% | 76 | -241 | -3.75% | Q4 2025 | Feb 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 5,687 | 251 | 0.17% | — | 77 | +5,687 | New | Q4 2025 | Jan 22, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 5,624 | 249 | 0.03% | 0.04% | 78 | -269 | -4.56% | Q4 2025 | Feb 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 5,549 | 245 | 0.13% | — | 79 | +5,549 | New | Q4 2025 | Jan 29, 2026 |
| Sage Capital Advisors,llc | History | New | 5,454 | 241 | 0.06% | — | 80 | +5,454 | New | Q4 2025 | Jan 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,426 | 240 | 0.0% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,383 | 238 | 0.01% | 0.01% | 82 | -901 | -14.34% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 5,364 | 237 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 5,201 | 230 | 0.05% | — | 84 | +5,201 | New | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,160 | 228 | 0.0% | 0.0% | 85 | -2,397 | -31.72% | Q4 2025 | Jan 23, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 4,871 | 215 | 0.15% | 0.15% | 86 | -87 | -1.75% | Q4 2025 | Jan 14, 2026 |
| Cottage Street Advisors LLC | History | New | 4,835 | 214 | 0.09% | — | 87 | +4,835 | New | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | No change | 4,835 | 214 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,676 | 207 | 0.0% | 0.0% | 89 | -4 | -0.09% | Q4 2025 | Mar 16, 2026 |
| CRUX WEALTH ADVISORS | History | New | 4,570 | 202 | 0.08% | — | 90 | +4,570 | New | Q4 2025 | Jan 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 4,178 | 185 | 0.03% | 0.03% | 91 | -439 | -9.51% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,906 | 172 | 0.01% | 0.01% | 92 | +1,456 | 59.43% | Q4 2025 | Jan 21, 2026 |
| Balentine LLC | History | No change | 3,875 | 171 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,837 | 169 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,274 | 145 | 0.01% | 0.01% | 95 | +63 | 1.96% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | No change | 3,036 | 134 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,325 | 103 | 0.0% | — | 97 | +2,325 | New | Q4 2025 | Feb 13, 2026 |
| MTM Investment Management, LLC | History | No change | 2,120 | 93 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | No change | 2,005 | 88 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | No change | 1,939 | 86 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,610 | 71 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,530 | 67 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,501 | 66 | 0.0% | — | 103 | +1,501 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,263 | 55 | 0.0% | 0.0% | 104 | -30 | -2.32% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,262 | 55 | 0.0% | 0.0% | 105 | -17 | -1.33% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 800 | 35 | 0.0% | — | 106 | +800 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 599 | 26 | 0.0% | 0.02% | 107 | -14,227 | -95.96% | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | Reduced | 360 | 15 | 0.0% | 0.0% | 108 | -511 | -58.67% | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | New | 205 | 9 | 0.01% | — | 110 | +205 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 225 | 9 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | New | 156 | 6 | 0.0% | — | 112 | +156 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 144 | 6 | 0.0% | — | 111 | +144 | New | Q4 2025 | Jan 21, 2026 |
| Schulz Wealth, LTD. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,991 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,960 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,205 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,033 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BANK OF AMERICA CORP /DE/ | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 17, 2026 |