FIRST TRUST EXCHANGE-TRADED FUND VIII - FEBM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cooper Capital Advisors LLC | History | No change | 103,629 | 3,235 | 1.4% | 2.2% | 1 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Madrona Financial Services, LLC | History | Added to | 71,785 | 2,241 | 0.41% | 0.45% | 2 | +4,105 | 6.07% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,130 | 1,315 | 0.0% | 0.0% | 3 | +25,982 | 160.9% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 41,141 | 1,284 | 0.0% | 0.0% | 4 | -12,561 | -23.39% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,667 | 1,207 | 0.02% | 0.02% | 5 | +6,596 | 20.57% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 31,510 | 983 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 27,752 | 868 | 0.1% | 0.1% | 7 | -255 | -0.91% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,702 | 833 | 0.0% | 0.0% | 8 | -17,687 | -39.85% | Q2 2026 | Jul 29, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 19,905 | 621 | 0.02% | 0.02% | 9 | +980 | 5.18% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 17,735 | 553 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,625 | 552 | 0.0% | 0.0% | 11 | -7,384 | -29.53% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 17,598 | 549 | 0.01% | 0.01% | 12 | -2,165 | -10.95% | Q2 2026 | Aug 12, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 17,052 | 532 | 0.09% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,706 | 521 | 0.0% | 0.0% | 14 | -197 | -1.17% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 14,893 | 464 | 0.01% | 0.01% | 15 | +5,604 | 60.33% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,052 | 438 | 0.0% | 0.0% | 16 | +529 | 3.91% | Q2 2026 | Aug 03, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 13,215 | 412 | 0.21% | 0.22% | 17 | -474 | -3.46% | Q2 2026 | Aug 18, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 12,590 | 393 | 0.04% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Americana Partners, LLC | History | Reduced | 12,410 | 387 | 0.01% | 0.01% | 19 | -1,374 | -9.97% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 11,517 | 359 | 0.0% | 0.0% | 20 | +1,526 | 15.27% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,789 | 336 | 0.0% | 0.0% | 21 | -784 | -6.77% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 10,643 | 332 | 0.06% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCare Asset Management, LLC | History | New | 10,598 | 330 | 0.14% | — | 23 | +10,598 | New | Q2 2026 | Jul 30, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 10,391 | 324 | 0.05% | — | 24 | +10,391 | New | Q2 2026 | Jul 21, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 9,836 | 307 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LVZ, Inc. | History | New | 9,511 | 296 | 0.03% | — | 26 | +9,511 | New | Q2 2026 | Jul 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,517 | 265 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 7,975 | 248 | 0.07% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequent Planning LLC | History | No change | 7,956 | 248 | 0.05% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 7,914 | 247 | 0.04% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 7,450 | 232 | 0.13% | 0.15% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 7,098 | 221 | 0.11% | 0.14% | 32 | -1,997 | -21.96% | Q2 2026 | Jul 31, 2026 |
| FWG Investments, LLC. | History | New | 6,921 | 216 | 0.11% | — | 33 | +6,921 | New | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 6,881 | 214 | 0.0% | 0.0% | 34 | -71 | -1.02% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,416 | 200 | 0.0% | 0.0% | 35 | -6,136 | -48.88% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 4,880 | 152 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 4,750 | 144 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | No change | 1,381 | 43 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| ASSETMARK, INC | History | Reduced | 1,333 | 41 | 0.0% | 0.0% | 39 | -196 | -12.82% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 792 | 24 | 0.0% | 0.0% | 40 | -1,112 | -58.4% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38,822 | -100.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,063 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -859 | -100.0% | Q2 2026 | Jul 20, 2026 |