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 | 368,468 | 17,480 | 0.0% | 0.0% | 1 | +69,765 | 23.36% | Q2 2026 | Aug 03, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 254,816 | 12,088 | 3.35% | 3.57% | 2 | -554 | -0.22% | Q2 2026 | Jul 31, 2026 |
| REAP Financial Group, LLC | History | Reduced | 222,958 | 10,577 | 1.81% | 1.98% | 3 | -5,027 | -2.2% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | Added to | 134,433 | 6,377 | 0.01% | 0.01% | 4 | +7,606 | 6.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 126,233 | 5,988 | 0.02% | 0.03% | 5 | -50,719 | -28.66% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 125,930 | 5,536 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 116,561 | 5,529 | 0.01% | 0.01% | 7 | +25,536 | 28.05% | Q2 2026 | Aug 07, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 109,924 | 5,214 | 3.55% | 3.85% | 8 | -3,719 | -3.27% | Q2 2026 | Jul 21, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 88,810 | 4,213 | 0.99% | 1.16% | 9 | -6,943 | -7.25% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 87,804 | 4,165 | 0.01% | 0.01% | 10 | -660 | -0.75% | Q2 2026 | Jul 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 82,148 | 3,897 | 0.2% | 0.19% | 11 | +9,178 | 12.58% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 81,306 | 3,857 | 0.0% | 0.01% | 12 | +2,440 | 3.09% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 77,466 | 3,674 | 0.0% | 0.0% | 13 | +9,920 | 14.69% | Q2 2026 | Aug 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 74,812 | 3,549 | 0.88% | 0.9% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 73,913 | 3,506 | 0.0% | 0.0% | 15 | -13,088 | -15.04% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 71,876 | 3,409 | 0.25% | 0.32% | 16 | -8,937 | -11.06% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | Reduced | 62,732 | 2,976 | 0.44% | 0.48% | 17 | -1,746 | -2.71% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 59,115 | 2,804 | 0.0% | 0.0% | 18 | -494 | -0.83% | Q2 2026 | Jul 28, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 55,849 | 2,649 | 0.71% | 0.74% | 19 | -596 | -1.06% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 54,102 | 2,566 | 0.03% | 0.04% | 20 | -1,134 | -2.05% | Q2 2026 | Aug 12, 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 | 42,426 | 2,012 | 1.64% | 1.87% | 22 | -3,120 | -6.85% | Q2 2026 | Aug 03, 2026 |
| Ignite Planners, LLC | History | No change | 38,301 | 1,817 | 0.25% | 0.26% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 30,073 | 1,422 | 0.0% | 0.0% | 24 | +17,343 | 136.24% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 27,189 | 1,289 | 0.02% | 0.02% | 25 | -210 | -0.77% | Q2 2026 | Jul 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 25,672 | 1,218 | 0.06% | 0.06% | 26 | +278 | 1.09% | Q2 2026 | Jul 28, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 25,440 | 1,206 | 0.06% | 0.08% | 27 | -1,017 | -3.84% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 25,354 | 1,202 | 0.03% | 0.03% | 28 | -3,757 | -12.91% | Q2 2026 | Jul 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 24,897 | 1,181 | 0.51% | — | 29 | +24,897 | New | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,985 | 1,137 | 0.02% | 0.02% | 30 | -485 | -1.98% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 23,192 | 1,100 | 0.0% | 0.0% | 31 | -3,935 | -14.51% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 23,060 | 1,093 | 0.02% | — | 32 | +23,060 | New | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 18,917 | 897 | 0.02% | 0.01% | 33 | +12,149 | 179.51% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,852 | 894 | 0.0% | 0.0% | 34 | +11,306 | 149.83% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 18,461 | 875 | 0.42% | 0.41% | 35 | -227 | -1.21% | Q2 2026 | Jul 31, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 17,244 | 818 | 0.45% | 0.5% | 36 | -117 | -0.67% | Q2 2026 | Jul 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 16,934 | 803 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 16,022 | 760 | 0.01% | 0.02% | 38 | -8,111 | -33.61% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 15,455 | 733 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 15,012 | 712 | 0.06% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 14,814 | 702 | 0.12% | 0.13% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bluespring Wealth Management, LLC | History | New | 14,700 | 697 | 0.01% | — | 42 | +14,700 | New | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | No change | 13,417 | 636 | 0.04% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RFG Advisory, LLC | History | Added to | 12,834 | 608 | 0.01% | 0.01% | 44 | +1,041 | 8.83% | Q2 2026 | Jul 15, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,596 | 597 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | Reduced | 12,356 | 586 | 0.0% | 0.0% | 46 | -2,681 | -17.83% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,789 | 563 | 0.0% | 0.0% | 47 | -50 | -0.42% | Q2 2026 | Jul 15, 2026 |
| Inspire Advisors, LLC | History | No change | 11,265 | 534 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,238 | 533 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 11,140 | 528 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | Reduced | 11,118 | 527 | 0.12% | 0.14% | 51 | -691 | -5.85% | Q2 2026 | Jul 10, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 11,089 | 526 | 0.43% | 0.45% | 52 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Wealth Group Ltd | History | Reduced | 10,954 | 519 | 0.1% | 0.12% | 53 | -800 | -6.81% | Q2 2026 | Jul 10, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 9,991 | 475 | 0.05% | 0.06% | 54 | -12 | -0.12% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,980 | 473 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,900 | 469 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | No change | 9,900 | 469 | 0.18% | 0.17% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 9,845 | 467 | 0.02% | 0.02% | 58 | -927 | -8.61% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 9,602 | 455 | 0.02% | 0.02% | 59 | -474 | -4.7% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,377 | 444 | 0.0% | 0.0% | 60 | -1 | -0.01% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,250 | 438 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,151 | 434 | 0.01% | 0.01% | 62 | -584 | -6.0% | Q2 2026 | Jul 22, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 8,988 | 426 | 0.24% | 0.26% | 63 | -153 | -1.67% | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,971 | 425 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 8,377 | 397 | 0.25% | 0.27% | 65 | -54 | -0.64% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 8,174 | 387 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 7,366 | 349 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 7,350 | 348 | 0.05% | 0.06% | 68 | -75 | -1.01% | Q2 2026 | Jul 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,986 | 331 | 0.02% | 0.03% | 69 | -1,825 | -20.71% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 6,713 | 318 | 0.0% | 0.01% | 70 | -3,336 | -33.2% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | New | 6,665 | 316 | 0.0% | — | 71 | +6,665 | New | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 6,340 | 300 | 0.18% | 0.21% | 72 | -299 | -4.5% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,234 | 295 | 0.0% | 0.0% | 73 | +2,551 | 69.26% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 6,212 | 294 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 6,191 | 293 | 0.29% | 0.31% | 75 | -2,345 | -27.47% | Q2 2026 | Aug 06, 2026 |
| DWM Financial Group, Inc. | History | New | 6,268 | 281 | 0.25% | — | 76 | +6,268 | New | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 5,878 | 278 | 0.09% | 0.1% | 77 | -110 | -1.84% | Q2 2026 | Jul 17, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 5,783 | 274 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 5,666 | 268 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 5,988 | 263 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,536 | 262 | 0.02% | 0.03% | 81 | -6 | -0.11% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,430 | 258 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,337 | 253 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 5,139 | 243 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sequent Planning LLC | History | Reduced | 4,925 | 233 | 0.05% | 0.06% | 85 | -828 | -14.39% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,903 | 232 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,788 | 227 | 0.0% | 0.0% | 87 | -31,699 | -86.88% | Q2 2026 | Aug 05, 2026 |
| Mission Financial Group, LLC | History | New | 4,778 | 226 | 0.19% | — | 88 | +4,778 | New | Q2 2026 | Aug 12, 2026 |
| Ferguson Shapiro LLC | History | New | 4,506 | 213 | 0.06% | — | 89 | +4,506 | New | Q2 2026 | Jul 09, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,395 | 208 | 0.01% | 0.01% | 90 | -860 | -16.37% | Q2 2026 | Aug 05, 2026 |
| Grantvest Financial Group LLC | History | New | 4,372 | 207 | 0.12% | — | 91 | +4,372 | New | Q2 2026 | Aug 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 4,300 | 203 | 0.01% | — | 92 | +4,300 | New | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Added to | 4,227 | 200 | 0.0% | 0.0% | 93 | +1,591 | 60.36% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 4,194 | 198 | 0.02% | — | 94 | +4,194 | New | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,510 | 119 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,381 | 112 | 0.0% | 0.0% | 96 | -300 | -11.19% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,347 | 103 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | No change | 1,962 | 93 | 0.09% | 0.12% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,899 | 90 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakmont Advisory Group, LLC | History | New | 1,832 | 86 | 0.07% | — | 100 | +1,832 | New | Q2 2026 | Aug 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,690 | 80 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,648 | 78 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,530 | 72 | 0.0% | 0.0% | 103 | +7 | 0.46% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,500 | 71 | 0.0% | — | 104 | +1,500 | New | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,179 | 55 | 0.0% | 0.0% | 105 | -34 | -2.8% | Q2 2026 | Jul 06, 2026 |
| MORGAN STANLEY | History | No change | 1,080 | 51 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 894 | 42 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 606 | 28 | 0.0% | 0.01% | 108 | -1,343 | -68.91% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 400 | 18 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreFirst Bank & Trust | History | No change | 110 | 5 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -37,786 | -100.0% | Q2 2026 | Jul 27, 2026 |
| 1ST SOURCE BANK | History | Closed out | 0 | 0 | — | 0.07% | — | -29,472 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,051 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Maltin Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -6,831 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Cottage Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,705 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,566 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q2 2026 | Aug 04, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |