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 | 398,260 | 17,295 | 0.21% | 0.25% | 1 | +1,924 | 0.49% | Q1 2026 | Apr 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 286,176 | 12,428 | 3.41% | 3.67% | 2 | -15,062 | -5.0% | Q1 2026 | May 11, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 238,486 | 10,356 | 2.86% | 3.23% | 3 | -21,412 | -8.24% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 220,497 | 9,575 | 1.89% | 2.36% | 4 | -42,338 | -16.11% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 149,759 | 6,503 | 0.0% | 0.0% | 5 | +35,421 | 30.98% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 144,343 | 6,268 | 0.13% | 0.14% | 6 | -2,885 | -1.96% | Q1 2026 | May 01, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 136,131 | 5,911 | 0.65% | 0.67% | 7 | +2,237 | 1.67% | Q1 2026 | May 11, 2026 |
| LCNB CORP | History | Added to | 127,140 | 5,521 | 1.86% | 1.84% | 8 | +2,878 | 2.32% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 123,585 | 5,367 | 0.01% | 0.01% | 9 | -32,495 | -20.82% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Reduced | 116,972 | 5,079 | 1.23% | 1.38% | 10 | -5,239 | -4.29% | Q1 2026 | Apr 21, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 113,260 | 4,918 | 3.79% | 4.05% | 11 | -8,733 | -7.16% | Q1 2026 | May 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 109,476 | 4,754 | 0.01% | 0.01% | 12 | -3,499 | -3.1% | Q1 2026 | Apr 27, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 91,409 | 4,258 | 0.5% | 0.81% | 13 | -25,988 | -22.14% | Q1 2026 | Jun 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 93,409 | 4,056 | 0.0% | 0.0% | 14 | -42,104 | -31.07% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 87,811 | 3,813 | 0.21% | 0.03% | 15 | +76,111 | 650.52% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 87,045 | 3,780 | 0.01% | 0.01% | 16 | +805 | 0.93% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 78,645 | 3,415 | 0.0% | 0.0% | 17 | +10,051 | 14.65% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 77,996 | 3,387 | 0.01% | 0.02% | 18 | -7,334 | -8.59% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 74,384 | 3,311 | 0.19% | 0.16% | 19 | +12,098 | 19.42% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 72,877 | 3,164 | 0.0% | 0.0% | 20 | +9,221 | 14.49% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 69,287 | 3,009 | 0.05% | 0.04% | 21 | +19,646 | 39.58% | Q1 2026 | May 15, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 53,354 | 2,317 | 0.37% | 0.37% | 22 | +3,028 | 6.02% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 52,637 | 2,285 | 0.01% | 0.01% | 23 | -18,380 | -25.88% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 52,196 | 2,266 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 51,265 | 2,226 | 0.38% | 0.38% | 25 | -515 | -0.99% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Reduced | 51,254 | 2,225 | 0.0% | 0.0% | 26 | -173 | -0.34% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 45,062 | 1,956 | 0.04% | 0.04% | 27 | +3,988 | 9.71% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 36,779 | 1,597 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 1ST SOURCE BANK | History | No change | 33,562 | 1,457 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Reduced | 33,263 | 1,444 | 0.08% | 0.07% | 30 | -3,987 | -10.7% | Q1 2026 | May 14, 2026 |
| Castleview Partners, LLC | History | Reduced | 32,848 | 1,426 | 0.73% | 0.72% | 31 | -193 | -0.58% | Q1 2026 | May 01, 2026 |
| SMART Wealth LLC | History | Added to | 32,375 | 1,405 | 0.41% | 0.4% | 32 | +3,025 | 10.31% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | No change | 32,200 | 1,398 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 29,686 | 1,289 | 0.05% | 0.06% | 34 | -3,555 | -10.69% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | No change | 27,548 | 1,196 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 27,438 | 1,191 | 0.22% | 0.25% | 36 | -2,321 | -7.8% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 26,675 | 1,164 | 0.06% | 0.05% | 37 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 24,416 | 1,060 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 20,633 | 938 | 0.06% | 0.06% | 39 | -12 | -0.06% | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | Reduced | 20,829 | 904 | 0.14% | 0.15% | 40 | -512 | -2.4% | Q1 2026 | Apr 17, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 19,623 | 852 | 0.42% | 0.45% | 41 | -445 | -2.22% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 19,555 | 849 | 0.12% | 0.14% | 42 | -2,306 | -10.55% | Q1 2026 | Apr 24, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 18,276 | 793 | 0.24% | 0.26% | 43 | -249 | -1.34% | Q1 2026 | Apr 20, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 17,584 | 763 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | No change | 17,329 | 752 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Madrona Financial Services, LLC | History | No change | 17,238 | 748 | 0.16% | 0.16% | 46 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | No change | 16,558 | 719 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 15,972 | 693 | 0.51% | 0.58% | 48 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 15,460 | 671 | 0.21% | 0.23% | 49 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15,615 | 668 | 0.0% | 0.0% | 50 | -6,962 | -30.84% | Q1 2026 | May 13, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 15,163 | 658 | 0.39% | 0.39% | 51 | +2,421 | 19.0% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,546 | 632 | 0.0% | 0.0% | 52 | -242 | -1.64% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,702 | 595 | 0.0% | — | 53 | +13,702 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 13,524 | 587 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 13,138 | 570 | 0.11% | 0.13% | 55 | -802 | -5.75% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,032 | 565 | 0.01% | 0.03% | 56 | -16,791 | -56.3% | Q1 2026 | May 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 12,427 | 539 | 0.19% | 0.21% | 57 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,293 | 533 | 0.01% | 0.0% | 58 | +3,807 | 44.86% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 12,067 | 524 | 0.01% | 0.01% | 59 | +220 | 1.86% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 12,019 | 521 | 0.01% | 0.01% | 60 | -3,100 | -20.5% | Q1 2026 | Apr 20, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 11,691 | 507 | 0.06% | 0.07% | 61 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 11,189 | 485 | 0.26% | 0.28% | 62 | -180 | -1.58% | Q1 2026 | May 27, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 10,935 | 474 | 0.03% | 0.04% | 63 | -383 | -3.38% | Q1 2026 | Apr 17, 2026 |
| 1776 Wealth LLC | History | No change | 10,658 | 462 | 0.18% | 0.18% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,292 | 446 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 10,091 | 438 | 0.09% | 0.77% | 66 | -62,453 | -86.09% | Q1 2026 | May 13, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 8,795 | 381 | 0.06% | 0.08% | 67 | -29 | -0.33% | Q1 2026 | Apr 10, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 8,164 | 359 | 0.29% | 0.33% | 68 | -689 | -7.78% | Q1 2026 | Apr 30, 2026 |
| Santori & Peters, Inc. | History | No change | 8,263 | 358 | 0.11% | 0.12% | 69 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,892 | 342 | 0.0% | 0.0% | 70 | -175 | -2.17% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,764 | 293 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 6,765 | 293 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,766 | 293 | 0.0% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,500 | 282 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,058 | 263 | 0.02% | 0.04% | 75 | -3,875 | -39.01% | Q1 2026 | Apr 22, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 5,549 | 240 | 0.12% | 0.13% | 76 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 5,452 | 236 | 0.05% | 0.06% | 77 | -2 | -0.04% | Q1 2026 | Apr 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,426 | 235 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,355 | 232 | 0.01% | 0.01% | 79 | -28 | -0.52% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,944 | 214 | 0.0% | 0.0% | 80 | -1,245 | -20.12% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 4,948 | 214 | 0.01% | 0.01% | 81 | +113 | 2.34% | Q1 2026 | Apr 30, 2026 |
| Cottage Street Advisors LLC | History | No change | 4,835 | 209 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 4,769 | 207 | 0.13% | 0.15% | 83 | -102 | -2.09% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,616 | 201 | 0.0% | 0.0% | 84 | -544 | -10.54% | Q1 2026 | Apr 07, 2026 |
| BARCLAYS PLC | History | Added to | 4,294 | 186 | 0.0% | 0.0% | 85 | +3,934 | 1092.78% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,245 | 184 | 0.0% | 0.0% | 86 | -431 | -9.22% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,906 | 169 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,869 | 168 | 0.0% | 0.0% | 88 | +32 | 0.83% | Q1 2026 | May 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,460 | 150 | 0.02% | 0.03% | 89 | -718 | -17.19% | Q1 2026 | May 11, 2026 |
| Balentine LLC | History | Reduced | 3,416 | 148 | 0.01% | 0.01% | 90 | -459 | -11.85% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,108 | 134 | 0.01% | 0.01% | 91 | -166 | -5.07% | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | No change | 3,036 | 131 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 2,640 | 114 | 0.02% | 0.04% | 93 | -2,724 | -50.78% | Q1 2026 | May 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,500 | 108 | 0.0% | — | 94 | +2,500 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 2,205 | 95 | 0.0% | — | 95 | +2,205 | New | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 2,120 | 92 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | No change | 2,005 | 87 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,939 | 84 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,627 | 70 | 0.02% | — | 99 | +1,627 | New | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,610 | 69 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,530 | 66 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,500 | 64 | 0.0% | — | 102 | +1,500 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,377 | 59 | 0.0% | — | 103 | +1,377 | New | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,250 | 54 | 0.0% | 0.0% | 105 | -12 | -0.95% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,263 | 54 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | No change | 599 | 26 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 225 | 9 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Benson Wealth Management INC | History | No change | 205 | 8 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 147 | 6 | 0.0% | — | 111 | +147 | New | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | No change | 144 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 156 | 6 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 30 | 1 | 0.0% | 0.0% | 112 | -1,471 | -98.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,485 | -100.0% | Q1 2026 | May 15, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -11,816 | -100.0% | Q1 2026 | May 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -5,687 | -100.0% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,624 | -100.0% | Q1 2026 | May 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,201 | -100.0% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.08% | — | -4,570 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,325 | -100.0% | Q1 2026 | May 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |