FIRST TRUST EXCHANGE-TRADED FUND VIII - FEBM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Encompass More Asset Management | History | Reduced | 105,602 | 3,207 | 0.59% | 0.6% | 1 | -28 | -0.03% | Q4 2025 | Feb 03, 2026 |
| Cooper Capital Advisors LLC | History | Reduced | 103,629 | 3,147 | 1.98% | 2.01% | 2 | -375 | -0.36% | Q4 2025 | Feb 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 94,006 | 2,855 | 0.6% | 0.63% | 3 | -1,206 | -1.27% | Q4 2025 | Jan 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 66,380 | 2,016 | 0.05% | 0.04% | 4 | +10,565 | 18.93% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 53,792 | 1,634 | 0.0% | 0.01% | 5 | -15,900 | -22.81% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 49,203 | 1,494 | 0.0% | 0.0% | 6 | -4,534 | -8.44% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,512 | 1,048 | 0.0% | 0.0% | 7 | -5,694 | -14.16% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 31,510 | 957 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Foguth Wealth Management, LLC. | History | New | 28,302 | 860 | 0.13% | — | 9 | +28,302 | New | Q4 2025 | Jan 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 27,615 | 838 | 0.02% | 0.03% | 10 | -17,481 | -38.76% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 27,319 | 829 | 0.0% | 0.0% | 11 | -4,196 | -13.31% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Reduced | 26,069 | 791 | 0.22% | 0.24% | 12 | -1,624 | -5.86% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 25,075 | 761 | 0.0% | 0.01% | 13 | -28,046 | -52.8% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 19,377 | 588 | 0.01% | 0.0% | 14 | +9,083 | 88.24% | Q4 2025 | Feb 10, 2026 |
| Ignite Planners, LLC | History | No change | 17,735 | 541 | 0.08% | 0.09% | 15 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IMC-Chicago, LLC | History | New | 17,566 | 533 | 0.0% | — | 16 | +17,566 | New | Q4 2025 | Jan 29, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 17,052 | 517 | 0.11% | — | 17 | +17,052 | New | Q4 2025 | Feb 18, 2026 |
| Americana Partners, LLC | History | Reduced | 13,888 | 421 | 0.01% | 0.01% | 18 | -860 | -5.83% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 13,659 | 414 | 0.01% | 0.01% | 19 | -1,000 | -6.82% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,991 | 364 | 0.0% | 0.0% | 20 | -5,021 | -29.51% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,257 | 341 | 0.0% | 0.0% | 21 | -13,517 | -54.56% | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 10,643 | 323 | 0.07% | 0.08% | 22 | -1,630 | -13.28% | Q4 2025 | Jan 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,181 | 309 | 0.01% | 0.02% | 23 | -23,290 | -69.58% | Q4 2025 | Feb 17, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 9,790 | 297 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 9,596 | 291 | 0.0% | 0.0% | 25 | +2,104 | 28.08% | Q4 2025 | Feb 18, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 9,225 | 280 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 8,833 | 268 | 0.14% | 0.13% | 27 | -25 | -0.28% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 8,665 | 263 | 0.0% | 0.0% | 28 | -452 | -4.96% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,517 | 258 | 0.01% | 0.02% | 29 | +1,500 | 21.38% | Q4 2025 | Feb 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 8,058 | 244 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 7,450 | 227 | 0.15% | 0.16% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 7,329 | 222 | 0.0% | — | 32 | +7,329 | New | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Reduced | 6,595 | 200 | 0.0% | 0.0% | 33 | -1,126 | -14.58% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | No change | 6,244 | 189 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | Added to | 4,884 | 148 | 0.0% | 0.0% | 35 | +343 | 7.55% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 4,750 | 144 | 0.0% | 0.0% | 36 | -434 | -8.37% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,750 | 53 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CX Institutional | History | New | 1,525 | 46 | 0.0% | — | 39 | +1,525 | New | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | No change | 1,529 | 46 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 1,041 | 31 | 0.01% | — | 40 | +1,041 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 859 | 26 | 0.0% | — | 41 | +859 | New | Q4 2025 | Jan 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -77,491 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,012 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,876 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,560 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 13, 2025 |