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 | Reduced | 388,033 | 18,643 | 0.2% | 0.2% | 1 | -12,844 | -3.2% | Q3 2026 | Oct 26, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 284,386 | 13,275 | 3.3% | 3.3% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 211,243 | 9,860 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 203,712 | 9,787 | 1.6% | 1.72% | 4 | -11,566 | -5.37% | Q3 2026 | Nov 02, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 176,850 | 8,255 | 1.95% | 1.95% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 143,115 | 6,680 | 0.63% | 0.63% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 138,512 | 6,465 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LCNB CORP | History | No change | 122,306 | 5,709 | 1.75% | 1.75% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 115,578 | 5,395 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 97,494 | 4,684 | 0.01% | 0.01% | 10 | -7,421 | -7.07% | Q3 2026 | Nov 02, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 96,052 | 4,614 | 3.05% | 3.48% | 11 | -13,546 | -12.36% | Q3 2026 | Oct 14, 2026 |
| LPL Financial LLC | History | No change | 97,756 | 4,563 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 96,432 | 4,501 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 96,080 | 4,484 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 92,740 | 4,455 | 0.22% | 0.2% | 15 | +9,062 | 10.83% | Q3 2026 | Oct 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 90,348 | 4,217 | 0.2% | 0.2% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 87,031 | 4,204 | 0.43% | 0.48% | 17 | -3,233 | -3.58% | Q3 2026 | Oct 19, 2026 |
| Cetera Investment Advisers | History | No change | 88,410 | 4,126 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 63,933 | 2,984 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMART Wealth LLC | History | Added to | 57,272 | 2,751 | 0.56% | 0.39% | 20 | +18,419 | 47.41% | Q3 2026 | Nov 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 56,263 | 2,703 | 0.0% | 0.0% | 21 | -9,801 | -14.84% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 54,888 | 2,562 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 52,196 | 2,436 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 46,496 | 2,233 | 0.4% | 0.29% | 24 | +96 | 0.21% | Q3 2026 | Oct 20, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 46,330 | 2,162 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 40,081 | 1,925 | 0.03% | 0.04% | 26 | -2,414 | -5.68% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 38,100 | 1,830 | 0.01% | 0.01% | 27 | -31,403 | -45.18% | Q3 2026 | Nov 02, 2026 |
| MGO ONE SEVEN LLC | History | No change | 36,779 | 1,767 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| StoneX Group Inc. | History | Reduced | 33,158 | 1,592 | 0.06% | 0.06% | 29 | -747 | -2.2% | Q3 2026 | Nov 03, 2026 |
| Castleview Partners, LLC | History | Added to | 32,358 | 1,554 | 0.68% | 0.66% | 30 | +68 | 0.21% | Q3 2026 | Oct 09, 2026 |
| Brookstone Capital Management | History | Reduced | 32,140 | 1,544 | 0.02% | 0.02% | 31 | -60 | -0.19% | Q3 2026 | Oct 22, 2026 |
| &PARTNERS | History | No change | 27,548 | 1,285 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 27,438 | 1,280 | 0.2% | 0.2% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 26,314 | 1,228 | 0.26% | 0.26% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 25,945 | 1,211 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 24,416 | 1,173 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| 1ST SOURCE BANK | History | No change | 24,343 | 1,136 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 23,165 | 1,081 | 0.16% | 0.16% | 38 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 20,826 | 1,000 | 0.13% | 0.13% | 39 | -1 | -0.0% | Q3 2026 | Oct 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 20,629 | 962 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 20,098 | 934 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 17,584 | 844 | 0.08% | 0.07% | 42 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Madrona Financial Services, LLC | History | No change | 17,238 | 828 | 0.13% | 0.15% | 43 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Integrity Financial Corp /WA | History | No change | 17,404 | 812 | 0.39% | 0.39% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 17,329 | 808 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 16,223 | 779 | 0.05% | 0.05% | 46 | -335 | -2.02% | Q3 2026 | Oct 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 15,552 | 747 | 0.43% | 0.44% | 47 | -336 | -2.11% | Q3 2026 | Oct 28, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 15,460 | 742 | 0.21% | 0.2% | 48 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 14,794 | 710 | 0.39% | 0.38% | 49 | -369 | -2.43% | Q3 2026 | Oct 22, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 13,447 | 646 | 0.28% | 0.36% | 50 | -4,510 | -25.12% | Q3 2026 | Nov 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 13,524 | 631 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 13,138 | 631 | 0.09% | 0.1% | 52 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RFG Advisory, LLC | History | Added to | 13,132 | 630 | 0.01% | 0.01% | 53 | +26 | 0.2% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 12,803 | 615 | 0.0% | — | 54 | +12,803 | New | Q3 2026 | Nov 02, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 12,538 | 602 | 0.17% | 0.22% | 55 | -5,339 | -29.87% | Q3 2026 | Oct 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 12,282 | 590 | 0.07% | 0.08% | 56 | -127 | -1.02% | Q3 2026 | Nov 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,019 | 577 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 12,246 | 571 | 0.18% | 0.18% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 11,681 | 561 | 0.05% | 0.06% | 59 | -10 | -0.09% | Q3 2026 | Oct 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 11,215 | 538 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q3 2026 | Oct 20, 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 | 10,246 | 492 | 0.02% | 0.03% | 62 | -386 | -3.63% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 10,352 | 483 | 0.05% | 0.05% | 63 | 0 | 0.0% | 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 | 9,812 | 471 | 0.08% | 0.09% | 65 | -125 | -1.26% | Q3 2026 | Nov 03, 2026 |
| 1776 Wealth LLC | History | No change | 8,920 | 416 | 0.15% | 0.15% | 66 | 0 | 0.0% | 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 |
| AlphaStar Capital Management, LLC | History | No change | 6,765 | 325 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,764 | 315 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,500 | 312 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,278 | 301 | 0.0% | 0.0% | 71 | -665 | -9.58% | Q3 2026 | Oct 08, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 6,140 | 286 | 0.28% | 0.28% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,721 | 267 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,287 | 254 | 0.0% | — | 74 | +5,287 | New | Q3 2026 | Oct 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,426 | 253 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,281 | 246 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 4,967 | 238 | 0.05% | 0.05% | 77 | -455 | -8.39% | Q3 2026 | Oct 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 4,948 | 237 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Nova Wealth Management, Inc. | History | No change | 4,735 | 221 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,512 | 210 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,490 | 209 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,317 | 207 | 0.02% | 0.02% | 82 | -771 | -15.15% | Q3 2026 | Oct 28, 2026 |
| Schulz Wealth, LTD. | History | New | 4,186 | 201 | 0.09% | — | 83 | +4,186 | New | Q3 2026 | Nov 03, 2026 |
| BARCLAYS PLC | History | No change | 4,195 | 195 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,912 | 187 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,837 | 179 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,574 | 166 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,399 | 163 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | No change | 3,036 | 145 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,885 | 138 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,852 | 133 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,769 | 129 | 0.0% | 0.0% | 92 | 0 | 0.0% | 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 | 120 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 2,158 | 100 | 0.0% | 0.0% | 95 | 0 | 0.0% | 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 | No change | 1,882 | 87 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MTM Investment Management, LLC | History | No change | 1,705 | 81 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,360 | 65 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,208 | 58 | 0.0% | 0.0% | 100 | -55 | -4.35% | Q3 2026 | Nov 04, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,147 | 53 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 1,141 | 53 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,091 | 52 | 0.0% | 0.0% | 103 | -120 | -9.91% | Q3 2026 | Oct 08, 2026 |
| Regatta Research & Money Management | History | No change | 788 | 36 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 389 | 18 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Benson Wealth Management INC | History | No change | 205 | 9 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 156 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 105 | 5 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Santori & Peters, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -8,263 | -100.0% | Q3 2026 | Oct 26, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,549 | -100.0% | Q3 2026 | Nov 04, 2026 |