FIRST TRUST EXCHANGE-TRADED FUND VIII - FBDC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 168,292 | 2,851 | 0.0% | 0.0% | 1 | -19,237 | -10.26% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 83,787 | 1,419 | 0.0% | 0.0% | 2 | +378 | 0.45% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 59,516 | 1,008 | 0.0% | 0.0% | 3 | -53,124 | -47.16% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 28,562 | 483 | 0.0% | 0.0% | 4 | -4,594 | -13.86% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,296 | 462 | 0.0% | 0.0% | 5 | -675 | -2.41% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,363 | 395 | 0.0% | 0.0% | 6 | -7,418 | -24.1% | Q2 2026 | Sep 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 15,218 | 257 | 0.0% | — | 7 | +15,218 | New | Q2 2026 | Aug 07, 2026 |
| SYM FINANCIAL Corp | History | No change | 12,069 | 204 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 10,899 | 184 | 0.01% | 0.01% | 9 | +321 | 3.03% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 4,353 | 73 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,460 | 58 | 0.0% | 0.0% | 11 | +237 | 7.35% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,658 | 28 | 0.0% | 0.0% | 12 | +24 | 1.47% | Q2 2026 | Jul 21, 2026 |
| SHP Wealth Management | History | New | 200 | 3 | 0.0% | — | 13 | +200 | New | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,486 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -935 | -100.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | New | 53 | 0 | — | — | — | +53 | New | Q2 2026 | Aug 13, 2026 |