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 | No change | 368,468 | 17,480 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 266,981 | 13,047 | 3.77% | 3.35% | 2 | +12,165 | 4.77% | Q3 2026 | Oct 19, 2026 |
| REAP Financial Group, LLC | History | Added to | 223,113 | 10,903 | 1.79% | 1.81% | 3 | +155 | 0.07% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 137,890 | 6,738 | 0.01% | 0.01% | 4 | +50,086 | 57.04% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 134,433 | 6,377 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 122,190 | 5,971 | 0.02% | 0.02% | 6 | -4,043 | -3.2% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 116,561 | 5,529 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 97,157 | 4,748 | 3.14% | 3.55% | 8 | -12,767 | -11.61% | Q3 2026 | Oct 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 91,002 | 4,447 | 0.22% | 0.2% | 9 | +8,854 | 10.78% | Q3 2026 | Oct 28, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 88,810 | 4,213 | 0.99% | 0.99% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 81,306 | 3,857 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 77,466 | 3,674 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 74,812 | 3,549 | 0.88% | 0.88% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 73,913 | 3,506 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 71,876 | 3,409 | 0.25% | 0.25% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 58,042 | 2,836 | 0.0% | 0.0% | 16 | -1,073 | -1.82% | Q3 2026 | Oct 30, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 53,000 | 2,590 | 0.72% | 0.71% | 17 | -2,849 | -5.1% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 54,102 | 2,566 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 41,519 | 2,029 | 0.0% | — | 19 | +41,519 | New | Q3 2026 | Nov 02, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 41,041 | 2,005 | 1.65% | 1.64% | 20 | -1,385 | -3.26% | Q3 2026 | Oct 20, 2026 |
| Ignite Planners, LLC | History | No change | 38,301 | 1,871 | 0.24% | 0.25% | 21 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 38,005 | 1,802 | 0.1% | 0.1% | 22 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 30,073 | 1,422 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 25,672 | 1,218 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 24,799 | 1,211 | 0.05% | 0.06% | 25 | -641 | -2.52% | Q3 2026 | Oct 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 25,354 | 1,202 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | No change | 23,985 | 1,137 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 22,960 | 1,122 | 0.49% | 0.51% | 28 | -1,937 | -7.78% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,192 | 1,100 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 23,060 | 1,093 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Santori & Peters, Inc. | History | New | 22,192 | 1,084 | 0.29% | — | 31 | +22,192 | New | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,917 | 897 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,852 | 894 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 18,461 | 875 | 0.42% | 0.42% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,412 | 857 | 0.0% | 0.0% | 35 | +5,623 | 47.7% | Q3 2026 | Oct 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 16,934 | 827 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Nova Wealth Management, Inc. | History | No change | 17,244 | 818 | 0.45% | 0.45% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 16,022 | 760 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 15,455 | 755 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 14,700 | 697 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,946 | 681 | 0.06% | 0.06% | 41 | -1,066 | -7.1% | Q3 2026 | Oct 16, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 13,450 | 657 | 0.04% | 0.04% | 42 | +33 | 0.25% | Q3 2026 | Oct 08, 2026 |
| Sovran Advisors, LLC | History | New | 13,324 | 655 | 0.05% | — | 43 | +13,324 | New | Q3 2026 | Oct 30, 2026 |
| RFG Advisory, LLC | History | Added to | 12,858 | 628 | 0.01% | 0.01% | 44 | +24 | 0.19% | Q3 2026 | Nov 03, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,596 | 615 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 12,244 | 598 | 0.06% | 0.05% | 46 | +2,253 | 22.55% | Q3 2026 | Oct 19, 2026 |
| &PARTNERS | History | No change | 12,356 | 586 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,238 | 549 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,209 | 547 | 0.01% | 0.01% | 49 | +2,058 | 22.49% | Q3 2026 | Oct 23, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 11,089 | 541 | 0.41% | 0.43% | 50 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Inspire Advisors, LLC | History | No change | 11,265 | 534 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 10,810 | 528 | 0.08% | 0.07% | 52 | -330 | -2.96% | Q3 2026 | Oct 14, 2026 |
| Wealth Group Ltd | History | Reduced | 10,554 | 518 | 0.1% | 0.1% | 53 | -400 | -3.65% | Q3 2026 | Oct 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 10,407 | 508 | 0.29% | 0.18% | 54 | +4,067 | 64.15% | Q3 2026 | Oct 28, 2026 |
| Accel Wealth Management | History | Reduced | 10,350 | 505 | 0.11% | 0.12% | 55 | -768 | -6.91% | Q3 2026 | Oct 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 9,900 | 483 | 0.17% | 0.18% | 56 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,980 | 473 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,900 | 469 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advance Capital Management, Inc. | History | No change | 9,845 | 467 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 9,482 | 463 | 0.07% | 0.12% | 60 | -5,332 | -35.99% | Q3 2026 | Oct 21, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 9,602 | 455 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 9,377 | 444 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,971 | 438 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,250 | 438 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schwallier Wealth Management LLC | History | No change | 8,377 | 397 | 0.25% | 0.25% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 7,366 | 359 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 7,350 | 348 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,759 | 330 | 0.02% | 0.02% | 68 | -227 | -3.25% | Q3 2026 | Oct 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 6,713 | 328 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 6,661 | 325 | 0.18% | 0.24% | 70 | -2,327 | -25.89% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 6,665 | 316 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DWM Financial Group, Inc. | History | No change | 6,268 | 306 | 0.24% | 0.25% | 72 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Waverly Advisors, LLC | History | No change | 6,212 | 294 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 6,191 | 293 | 0.29% | 0.29% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 5,876 | 287 | 0.1% | 0.09% | 75 | -2 | -0.03% | Q3 2026 | Oct 20, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 5,773 | 282 | 0.03% | 0.03% | 76 | -10 | -0.17% | Q3 2026 | Oct 28, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 5,666 | 276 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,486 | 267 | 0.0% | 0.02% | 78 | -21,703 | -79.82% | Q3 2026 | Nov 04, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 5,536 | 262 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,350 | 261 | 0.0% | 0.0% | 80 | -884 | -14.18% | Q3 2026 | Oct 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,430 | 258 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,337 | 253 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 5,139 | 243 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 4,879 | 238 | 0.09% | — | 85 | +4,879 | New | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,888 | 238 | 0.0% | 0.01% | 84 | -3,286 | -40.2% | Q3 2026 | Oct 16, 2026 |
| Mission Financial Group, LLC | History | Added to | 4,855 | 237 | 0.19% | 0.19% | 86 | +77 | 1.61% | Q3 2026 | Oct 21, 2026 |
| Sequent Planning LLC | History | No change | 4,925 | 233 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,903 | 232 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,788 | 227 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ferguson Shapiro LLC | History | No change | 4,506 | 220 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,395 | 214 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 4,300 | 210 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Capital Investment Advisors, LLC | History | New | 4,267 | 208 | 0.0% | — | 93 | +4,267 | New | Q3 2026 | Oct 22, 2026 |
| Keystone Wealth Services, LLC | History | New | 4,260 | 208 | 0.04% | — | 94 | +4,260 | New | Q3 2026 | Nov 03, 2026 |
| UPTICK PARTNERS, LLC | History | New | 4,230 | 206 | 0.03% | — | 95 | +4,230 | New | Q3 2026 | Nov 04, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 4,265 | 202 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 4,265 | 202 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 4,117 | 201 | 0.12% | 0.12% | 98 | -255 | -5.83% | Q3 2026 | Oct 21, 2026 |
| BARCLAYS PLC | History | No change | 4,227 | 200 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,194 | 198 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,510 | 119 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,330 | 113 | 0.01% | 0.0% | 102 | +800 | 52.29% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,381 | 112 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benson Wealth Management INC | History | No change | 1,962 | 93 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,899 | 90 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 1,832 | 86 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,690 | 82 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,648 | 78 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,500 | 71 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,064 | 51 | 0.0% | 0.0% | 111 | -115 | -9.75% | Q3 2026 | Oct 08, 2026 |
| MORGAN STANLEY | History | No change | 1,080 | 51 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 894 | 43 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 500 | 24 | 0.0% | — | 113 | +500 | New | Q3 2026 | Oct 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 400 | 18 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | New | 300 | 14 | 0.0% | — | 115 | +300 | New | Q3 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 270 | 13 | 0.0% | 0.0% | 116 | -336 | -55.45% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreFirst Bank & Trust | History | No change | 110 | 5 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -62,732 | -100.0% | Q3 2026 | Oct 19, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |