FIRST TRUST EXCHANGE-TRADED FUND VIII - DSEP
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 | 298,703 | 13,131 | 0.0% | 0.0% | 1 | +23,874 | 8.69% | Q1 2026 | May 04, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 255,370 | 11,226 | 3.57% | 3.89% | 2 | -4,319 | -1.66% | Q1 2026 | Apr 21, 2026 |
| REAP Financial Group, LLC | History | Reduced | 227,985 | 10,022 | 1.98% | 2.2% | 3 | -13,577 | -5.62% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 176,952 | 7,779 | 0.03% | 0.03% | 4 | -2,143 | -1.2% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 126,827 | 5,575 | 0.01% | 0.01% | 5 | +9,913 | 8.48% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 125,930 | 5,536 | 0.01% | 0.02% | 6 | -61,192 | -32.7% | Q1 2026 | May 14, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 113,643 | 4,995 | 3.85% | 4.07% | 7 | -8,872 | -7.24% | Q1 2026 | May 19, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 95,753 | 4,209 | 1.16% | 1.27% | 8 | -4,965 | -4.93% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 91,025 | 4,001 | 0.01% | 0.01% | 9 | -22,197 | -19.6% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 88,464 | 3,889 | 0.01% | 0.01% | 10 | -22,098 | -19.99% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 87,001 | 3,824 | 0.0% | 0.0% | 11 | -401 | -0.46% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 80,813 | 3,552 | 0.32% | 0.48% | 12 | -10,878 | -11.86% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 78,866 | 3,466 | 0.01% | 0.01% | 13 | -20,660 | -20.76% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 72,970 | 3,292 | 0.19% | 0.16% | 14 | +12,272 | 20.22% | Q1 2026 | Apr 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 74,812 | 3,288 | 0.9% | 0.96% | 15 | -3,292 | -4.21% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 67,546 | 2,969 | 0.0% | 0.0% | 16 | -1,411 | -2.05% | Q1 2026 | May 06, 2026 |
| Maia Wealth LLC | History | Reduced | 64,478 | 2,834 | 0.48% | 0.51% | 17 | -2,263 | -3.39% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 59,609 | 2,620 | 0.0% | 0.0% | 18 | +1,751 | 3.03% | Q1 2026 | Apr 27, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 56,445 | 2,481 | 0.74% | 0.8% | 19 | -103 | -0.18% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 55,236 | 2,428 | 0.04% | 0.03% | 20 | +20,844 | 60.61% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 53,770 | 2,363 | 0.14% | 0.14% | 21 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 45,546 | 2,002 | 1.87% | 1.86% | 22 | -143 | -0.31% | Q1 2026 | May 08, 2026 |
| Ignite Planners, LLC | History | No change | 38,301 | 1,683 | 0.26% | 0.27% | 23 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 37,786 | 1,661 | 0.0% | 0.0% | 24 | +3,053 | 8.79% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,487 | 1,604 | 0.0% | 0.0% | 25 | +986 | 2.78% | Q1 2026 | Apr 22, 2026 |
| 1ST SOURCE BANK | History | No change | 29,472 | 1,295 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 29,111 | 1,279 | 0.03% | 0.03% | 27 | +1,508 | 5.46% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 27,399 | 1,204 | 0.02% | 0.02% | 28 | +984 | 3.73% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 27,127 | 1,192 | 0.0% | 0.0% | 29 | -1,426 | -4.99% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 26,457 | 1,163 | 0.08% | 0.1% | 30 | -516 | -1.91% | Q1 2026 | Apr 17, 2026 |
| Kovack Advisors, Inc. | History | No change | 25,394 | 1,122 | 0.06% | 0.05% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 24,470 | 1,075 | 0.02% | 0.02% | 32 | -400 | -1.61% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 24,133 | 1,060 | 0.02% | 0.03% | 33 | -6,005 | -19.93% | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 18,688 | 821 | 0.41% | 0.43% | 34 | -185 | -0.98% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 17,361 | 763 | 0.5% | 0.54% | 35 | -242 | -1.37% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,051 | 749 | 0.0% | — | 36 | +17,051 | New | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 16,934 | 744 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 15,455 | 679 | 0.04% | 0.08% | 38 | -15,177 | -49.55% | Q1 2026 | Apr 09, 2026 |
| &PARTNERS | History | Added to | 15,037 | 661 | 0.0% | 0.0% | 39 | +500 | 3.44% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 15,012 | 659 | 0.07% | 0.07% | 40 | -44 | -0.29% | Q1 2026 | Apr 22, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 14,814 | 651 | 0.13% | 0.16% | 41 | -1,757 | -10.6% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 13,417 | 589 | 0.05% | 0.05% | 42 | -28 | -0.21% | Q1 2026 | Apr 08, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,596 | 553 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 12,730 | 551 | 0.0% | — | 44 | +12,730 | New | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 11,839 | 523 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Accel Wealth Management | History | Reduced | 11,809 | 519 | 0.14% | 0.17% | 46 | -1,673 | -12.41% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Added to | 11,793 | 518 | 0.01% | 0.01% | 47 | +241 | 2.09% | Q1 2026 | Apr 17, 2026 |
| Wealth Group Ltd | History | Reduced | 11,754 | 516 | 0.12% | 0.12% | 48 | -236 | -1.97% | Q1 2026 | Apr 10, 2026 |
| Inspire Advisors, LLC | History | Reduced | 11,265 | 495 | 0.04% | 0.05% | 49 | -300 | -2.59% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,238 | 494 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 11,140 | 489 | 0.07% | 0.06% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 11,089 | 487 | 0.45% | 0.44% | 52 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Advance Capital Management, Inc. | History | Added to | 10,772 | 473 | 0.02% | 0.02% | 53 | +2,051 | 23.52% | Q1 2026 | Apr 29, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 10,003 | 473 | 0.06% | 0.07% | 54 | -422 | -4.05% | Q1 2026 | Jun 01, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 10,076 | 442 | 0.02% | 0.02% | 55 | -621 | -5.81% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 10,049 | 441 | 0.01% | — | 56 | +10,049 | New | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,980 | 438 | 0.0% | 0.01% | 57 | -25 | -0.25% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,900 | 435 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | No change | 9,900 | 435 | 0.17% | 0.18% | 59 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,735 | 427 | 0.01% | 0.01% | 60 | -220 | -2.21% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,378 | 412 | 0.0% | 0.0% | 61 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,250 | 406 | 0.0% | 0.0% | 62 | -2,547 | -21.59% | Q1 2026 | May 05, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 9,141 | 401 | 0.26% | 0.78% | 63 | -16,842 | -64.82% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,971 | 394 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 8,811 | 387 | 0.03% | 0.05% | 65 | -3,625 | -29.15% | Q1 2026 | Apr 22, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 8,536 | 381 | 0.31% | 0.35% | 66 | -780 | -8.37% | Q1 2026 | Apr 30, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 8,431 | 370 | 0.27% | 0.23% | 67 | +540 | 6.84% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,174 | 359 | 0.01% | 0.01% | 68 | -575 | -6.57% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,546 | 331 | 0.0% | 0.0% | 69 | -328 | -4.17% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 7,425 | 326 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 7,366 | 323 | 0.07% | 0.07% | 71 | -334 | -4.34% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 6,831 | 300 | 0.11% | 0.12% | 72 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,768 | 297 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 6,639 | 291 | 0.21% | 0.25% | 74 | -6 | -0.09% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | No change | 6,212 | 273 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 5,988 | 263 | 0.1% | — | 77 | +5,988 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 5,988 | 263 | 0.1% | 0.12% | 76 | -1,008 | -14.41% | Q1 2026 | Apr 23, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 5,783 | 254 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sequent Planning LLC | History | Reduced | 5,753 | 252 | 0.06% | 0.07% | 79 | -61 | -1.05% | Q1 2026 | Apr 21, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 5,666 | 249 | 0.08% | 0.09% | 80 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,542 | 243 | 0.03% | 0.03% | 81 | -137 | -2.41% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,430 | 239 | 0.01% | 0.01% | 82 | +777 | 16.7% | Q1 2026 | May 18, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,337 | 234 | 0.07% | 0.08% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,255 | 231 | 0.01% | 0.01% | 84 | -310 | -5.57% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,139 | 225 | 0.0% | 0.0% | 85 | -10 | -0.19% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,903 | 215 | 0.0% | — | 86 | +4,903 | New | Q1 2026 | May 15, 2026 |
| Cottage Street Advisors LLC | History | No change | 4,705 | 206 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,683 | 162 | 0.0% | 0.0% | 88 | -506 | -12.08% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 3,566 | 156 | 0.0% | — | 89 | +3,566 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,681 | 117 | 0.0% | 0.0% | 90 | -25 | -0.92% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Added to | 2,636 | 115 | 0.0% | 0.0% | 91 | +580 | 28.21% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,510 | 110 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,347 | 103 | 0.01% | 0.01% | 93 | -2,511 | -51.69% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | Reduced | 1,962 | 86 | 0.12% | 0.1% | 94 | -48 | -2.39% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,949 | 85 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,899 | 83 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,690 | 74 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 1,648 | 72 | 0.01% | 0.01% | 98 | -2 | -0.12% | Q1 2026 | Apr 21, 2026 |
| Rossby Financial, LCC | History | New | 1,500 | 66 | 0.01% | — | 100 | +1,500 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,523 | 66 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,213 | 53 | 0.0% | 0.0% | 101 | -3 | -0.25% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 1,127 | 49 | 0.0% | — | 102 | +1,127 | New | Q1 2026 | May 19, 2026 |
| MORGAN STANLEY | History | No change | 1,080 | 47 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 894 | 39 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 400 | 17 | 0.0% | — | 105 | +400 | New | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | New | 230 | 10 | 0.0% | — | 106 | +230 | New | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 153 | 6 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreFirst Bank & Trust | History | No change | 110 | 4 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| SageView Advisory Group, LLC | History | No change | 94 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 78 | 3 | 0.0% | — | 110 | +78 | New | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -23,060 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,694 | -100.0% | Q1 2026 | Apr 29, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,192 | -100.0% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,741 | -100.0% | Q1 2026 | May 15, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -11,619 | -100.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,967 | -100.0% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,085 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,506 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -563 | -100.0% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |