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 | 3,286 | 1.34% | 1.4% | 1 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Madrona Financial Services, LLC | History | No change | 71,785 | 2,276 | 0.35% | 0.41% | 2 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 42,130 | 1,315 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 41,141 | 1,284 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 38,667 | 1,207 | 0.02% | 0.02% | 5 | 0 | 0.0% | 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 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,543 | 971 | 0.0% | 0.0% | 7 | +12,918 | 73.29% | Q3 2026 | Oct 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 27,752 | 881 | 0.09% | 0.1% | 8 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,582 | 716 | 0.0% | 0.0% | 9 | -4,120 | -15.43% | Q3 2026 | Nov 02, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 19,905 | 621 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 17,735 | 562 | 0.07% | 0.08% | 11 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Advisory Services Network, LLC | History | No change | 17,598 | 549 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 17,052 | 540 | 0.08% | 0.09% | 13 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,530 | 524 | 0.0% | 0.0% | 14 | -176 | -1.05% | Q3 2026 | Nov 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 14,893 | 464 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,052 | 438 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Capasso Planning Partners LLC | History | No change | 13,215 | 412 | 0.21% | 0.21% | 17 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 12,590 | 399 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Americana Partners, LLC | History | Reduced | 12,214 | 387 | 0.01% | 0.01% | 19 | -196 | -1.58% | Q3 2026 | Oct 28, 2026 |
| LPL Financial LLC | History | No change | 11,517 | 359 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 10,643 | 337 | 0.07% | 0.06% | 21 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,789 | 336 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 10,391 | 329 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| LVZ, Inc. | History | No change | 9,511 | 301 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 9,081 | 287 | 0.05% | 0.05% | 25 | -755 | -7.68% | Q3 2026 | Oct 15, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,517 | 265 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | No change | 7,914 | 250 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 7,975 | 248 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequent Planning LLC | History | No change | 7,956 | 248 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 7,450 | 232 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | New | 7,313 | 231 | 0.0% | — | 31 | +7,313 | New | Q3 2026 | Oct 22, 2026 |
| Integrity Financial Corp /WA | History | No change | 7,098 | 221 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FWG Investments, LLC. | History | No change | 6,921 | 219 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 6,881 | 214 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,416 | 200 | 0.0% | 0.0% | 35 | 0 | 0.0% | 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 |
| CX Institutional | History | No change | 1,381 | 44 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CoreCap Advisors, LLC | History | New | 981 | 31 | 0.0% | — | 39 | +981 | New | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | Reduced | 985 | 31 | 0.0% | 0.0% | 38 | -348 | -26.11% | Q3 2026 | Oct 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 420 | 13 | 0.0% | 0.0% | 40 | -372 | -46.97% | Q3 2026 | Nov 02, 2026 |
| WealthCare Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,598 | -100.0% | Q3 2026 | Oct 26, 2026 |