FIRST TRUST EXCHANGE-TRADED FUND VIII - FDEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | History | Reduced | 117,267 | 5,831 | 0.01% | 0.01% | 1 | -586 | -0.5% | Q1 2026 | Apr 22, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 90,718 | 4,510 | 3.37% | 3.81% | 2 | -12,173 | -11.83% | Q1 2026 | Apr 17, 2026 |
| Faithward Advisors, LLC | History | Added to | 85,610 | 4,256 | 0.61% | 0.45% | 3 | +25,078 | 41.43% | Q1 2026 | Apr 17, 2026 |
| NOVEM GROUP | History | Added to | 80,895 | 4,022 | 0.46% | 0.45% | 4 | +5,085 | 6.71% | Q1 2026 | Apr 10, 2026 |
| Ignite Planners, LLC | History | Reduced | 44,590 | 2,217 | 0.34% | 0.36% | 5 | -695 | -1.53% | Q1 2026 | Apr 17, 2026 |
| FWG Investments, LLC. | History | Added to | 35,431 | 1,761 | 1.12% | 1.09% | 6 | +1,967 | 5.88% | Q1 2026 | Apr 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 34,931 | 1,736 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 31,582 | 1,621 | 0.09% | 0.09% | 8 | +2,418 | 8.29% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | Added to | 26,629 | 1,323 | 0.02% | 0.02% | 9 | +3,555 | 15.41% | Q1 2026 | Apr 17, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 19,307 | 959 | 0.07% | 0.07% | 10 | +2,900 | 17.68% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,460 | 868 | 0.01% | 0.01% | 11 | -520 | -2.89% | Q1 2026 | Apr 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,034 | 797 | 0.26% | 0.28% | 12 | -222 | -1.37% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14,181 | 705 | 0.02% | 0.03% | 13 | -254 | -1.76% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Reduced | 13,593 | 675 | 0.01% | 0.01% | 14 | -443 | -3.16% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,207 | 606 | 0.01% | 0.01% | 15 | -479 | -3.78% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,508 | 522 | 0.0% | 0.0% | 16 | +1,140 | 12.17% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,118 | 503 | 0.01% | 0.01% | 17 | -508 | -4.78% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,883 | 494 | 0.0% | 0.0% | 18 | -16,320 | -62.28% | Q1 2026 | Apr 08, 2026 |
| TFB Advisors LLC | History | Reduced | 8,378 | 416 | 0.22% | 0.22% | 19 | -7,326 | -46.65% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,355 | 415 | 0.01% | 0.01% | 20 | +191 | 2.34% | Q1 2026 | Apr 21, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 8,145 | 404 | 0.37% | 0.37% | 21 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,902 | 392 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Chris Bulman Inc | History | Reduced | 7,509 | 373 | 0.16% | 0.18% | 23 | -459 | -5.76% | Q1 2026 | Apr 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,131 | 354 | 0.01% | 0.0% | 24 | +2,327 | 48.44% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,938 | 344 | 0.01% | 0.01% | 25 | -147 | -2.07% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,825 | 339 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,622 | 329 | 0.0% | 0.0% | 27 | +1,263 | 23.57% | Q1 2026 | Apr 20, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 5,530 | 277 | 0.02% | 0.02% | 28 | -103 | -1.83% | Q1 2026 | Apr 07, 2026 |
| Paragon Capital Management Ltd | History | No change | 4,481 | 222 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 4,437 | 220 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,399 | 218 | 0.0% | 0.0% | 31 | -387 | -8.09% | Q1 2026 | Apr 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 4,392 | 218 | 0.06% | 0.07% | 32 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,837 | 191 | 0.0% | 0.02% | 33 | -29,531 | -88.5% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,354 | 166 | 0.01% | 0.01% | 34 | -559 | -14.29% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,930 | 145 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 1,144 | 56 | 0.0% | — | 36 | +1,144 | New | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Reduced | 500 | 24 | 0.0% | 0.0% | 37 | -100 | -16.67% | Q1 2026 | Apr 22, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 500 | 24 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | New | 393 | 20 | 0.0% | — | 39 | +393 | New | Q1 2026 | Apr 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 193 | 9 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Griffith & Werner, Inc. | History | Closed out | 0 | 0 | — | 16.77% | — | -643,437 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -520,651 | -100.0% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -417,303 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.02% | — | -374,354 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -365,745 | -100.0% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -294,462 | -100.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -254,747 | -100.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -236,582 | -100.0% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -215,037 | -100.0% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -154,679 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -151,062 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Schulz Wealth, LTD. | History | Closed out | 0 | 0 | — | 4.86% | — | -148,314 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -129,414 | -100.0% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.08% | — | -123,589 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -100,706 | -100.0% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -99,933 | -100.0% | Q4 2025 | Feb 02, 2026 |
| NovaPoint Capital, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -87,980 | -100.0% | Q4 2025 | Jan 21, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -81,687 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -77,145 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Crusonia Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -73,688 | -100.0% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -72,983 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -64,988 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -58,564 | -100.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -41,831 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -40,876 | -100.0% | Q4 2025 | Mar 16, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,397 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,592 | -100.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,103 | -100.0% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,111 | -100.0% | Q4 2025 | Feb 18, 2026 |
| 1776 Wealth LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -31,969 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.82% | — | -31,573 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -29,171 | -100.0% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,467 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -27,372 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,323 | -100.0% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,811 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -26,692 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -24,320 | -100.0% | Q4 2025 | Mar 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,851 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,138 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -22,583 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -21,141 | -100.0% | Q4 2025 | Feb 02, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.58% | — | -20,374 | -100.0% | Q4 2025 | Feb 18, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,702 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,347 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Catalina Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -18,861 | -100.0% | Q4 2025 | Jan 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -18,219 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -17,658 | -100.0% | Q4 2025 | Feb 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,748 | -100.0% | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.26% | — | -15,897 | -100.0% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,769 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,600 | -100.0% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.19% | — | -13,267 | -100.0% | Q4 2025 | Jan 12, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,744 | -100.0% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,586 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,741 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Nicholson Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -10,609 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,351 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -9,734 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Pitti Group Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -9,720 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.41% | — | -9,602 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,601 | -100.0% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,048 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,701 | -100.0% | Q4 2025 | Feb 20, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -8,252 | -100.0% | Q4 2025 | Jan 30, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,188 | -100.0% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.07% | — | -8,071 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,808 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Share Andrew L. | History | Closed out | 0 | 0 | — | 0.2% | — | -7,650 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Skyview Financial Group LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -7,528 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Grant Street Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,216 | -100.0% | Q4 2025 | Jan 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -5,900 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,875 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,820 | -100.0% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -5,694 | -100.0% | Q4 2025 | Mar 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,565 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,250 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,188 | -100.0% | Q4 2025 | Feb 02, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,162 | -100.0% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,932 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Alpha Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,926 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,890 | -100.0% | Q4 2025 | Jan 20, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,565 | -100.0% | Q4 2025 | Jan 27, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,537 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Capasso Planning Partners LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,337 | -100.0% | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,244 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -4,041 | -100.0% | Q4 2025 | Jan 30, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,964 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,038 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,000 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,427 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,803 | -100.0% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,727 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,680 | -100.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -1,579 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -575 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q4 2025 | Jan 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -292 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q4 2025 | Feb 13, 2026 |