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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 255,370 | 11,226 | 3.57% | 3.89% | 1 | -4,319 | -1.66% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 72,970 | 3,292 | 0.19% | 0.16% | 2 | +12,272 | 20.22% | Q1 2026 | Apr 17, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 56,445 | 2,481 | 0.74% | 0.8% | 3 | -103 | -0.18% | Q1 2026 | Apr 20, 2026 |
| Ignite Planners, LLC | History | No change | 38,301 | 1,683 | 0.26% | 0.27% | 4 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,487 | 1,604 | 0.0% | 0.0% | 5 | +986 | 2.78% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 27,399 | 1,204 | 0.02% | 0.02% | 6 | +984 | 3.73% | Q1 2026 | Apr 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 26,457 | 1,163 | 0.08% | 0.1% | 7 | -516 | -1.91% | Q1 2026 | Apr 17, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 17,361 | 763 | 0.5% | 0.54% | 8 | -242 | -1.37% | Q1 2026 | Apr 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 16,934 | 744 | 0.04% | 0.04% | 9 | 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% | 10 | -15,177 | -49.55% | Q1 2026 | Apr 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 15,012 | 659 | 0.07% | 0.07% | 11 | -44 | -0.29% | Q1 2026 | Apr 22, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 14,814 | 651 | 0.13% | 0.16% | 12 | -1,757 | -10.6% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 13,417 | 589 | 0.05% | 0.05% | 13 | -28 | -0.21% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 11,839 | 523 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Accel Wealth Management | History | Reduced | 11,809 | 519 | 0.14% | 0.17% | 15 | -1,673 | -12.41% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Added to | 11,793 | 518 | 0.01% | 0.01% | 16 | +241 | 2.09% | Q1 2026 | Apr 17, 2026 |
| Wealth Group Ltd | History | Reduced | 11,754 | 516 | 0.12% | 0.12% | 17 | -236 | -1.97% | Q1 2026 | Apr 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,238 | 494 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 11,089 | 487 | 0.45% | 0.44% | 19 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Financial Guidance Group, Inc. | History | No change | 9,900 | 435 | 0.17% | 0.18% | 20 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,735 | 427 | 0.01% | 0.01% | 21 | -220 | -2.21% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,971 | 394 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 8,811 | 387 | 0.03% | 0.05% | 23 | -3,625 | -29.15% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,174 | 359 | 0.01% | 0.01% | 24 | -575 | -6.57% | Q1 2026 | Apr 13, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 6,831 | 300 | 0.11% | 0.12% | 25 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 5,988 | 263 | 0.1% | 0.12% | 26 | -1,008 | -14.41% | Q1 2026 | Apr 23, 2026 |
| Sequent Planning LLC | History | Reduced | 5,753 | 252 | 0.06% | 0.07% | 27 | -61 | -1.05% | Q1 2026 | Apr 21, 2026 |
| Cottage Street Advisors LLC | History | No change | 4,705 | 206 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,683 | 162 | 0.0% | 0.0% | 29 | -506 | -12.08% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,949 | 85 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,690 | 74 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 1,648 | 72 | 0.01% | 0.01% | 32 | -2 | -0.12% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,213 | 53 | 0.0% | 0.0% | 33 | -3 | -0.25% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 894 | 39 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| First Pacific Financial | History | New | 230 | 10 | 0.0% | — | 35 | +230 | New | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -274,829 | -100.0% | Q4 2025 | Feb 10, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 2.2% | — | -241,562 | -100.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -187,122 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -179,095 | -100.0% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 4.07% | — | -122,515 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.01% | — | -116,914 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -113,222 | -100.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -110,562 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Wood Tarver Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -100,718 | -100.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -99,526 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -91,691 | -100.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -87,402 | -100.0% | Q4 2025 | Feb 18, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.96% | — | -78,104 | -100.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68,957 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -66,741 | -100.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -57,858 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -53,770 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Hardworking Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 1.86% | — | -45,689 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,733 | -100.0% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -34,392 | -100.0% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,138 | -100.0% | Q4 2025 | Feb 17, 2026 |
| 1ST SOURCE BANK | History | Closed out | 0 | 0 | — | 0.07% | — | -29,472 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,553 | -100.0% | Q4 2025 | Mar 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,603 | -100.0% | Q4 2025 | Feb 09, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.78% | — | -25,983 | -100.0% | Q4 2025 | Jan 22, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -25,394 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,870 | -100.0% | Q4 2025 | Feb 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -23,060 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.43% | — | -18,873 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,694 | -100.0% | Q4 2025 | Jan 30, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,192 | -100.0% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,537 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,741 | -100.0% | Q4 2025 | Mar 25, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,596 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,797 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,565 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Sloy Dahl & Holst, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,140 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,697 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,425 | -100.0% | Q4 2025 | Jan 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,005 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,900 | -100.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,377 | -100.0% | Q4 2025 | Feb 06, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.35% | — | -9,316 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Advance Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,721 | -100.0% | Q4 2025 | Jan 06, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,967 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Schwallier Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,891 | -100.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,874 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,700 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.06% | — | -7,425 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,768 | -100.0% | Q4 2025 | Feb 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.25% | — | -6,645 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,212 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,783 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,679 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,666 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,565 | -100.0% | Q4 2025 | Feb 04, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,337 | -100.0% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,149 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,085 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,858 | -100.0% | Q4 2025 | Feb 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,653 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,506 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,706 | -100.0% | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,510 | -100.0% | Q4 2025 | Jan 20, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,056 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,010 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,899 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,523 | -100.0% | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -1,080 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -563 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q4 2025 | Jan 23, 2026 |