FIRST TRUST EXCHANGE-TRADED FUND VIII - FHDG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investors Portfolio Services LLC | History | No change | 559,359 | 20,271 | 15.47% | 15.47% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 339,548 | 12,305 | 8.96% | 8.96% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 261,261 | 9,723 | 0.14% | 0.15% | 3 | +4,175 | 1.62% | Q3 2026 | Nov 03, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 232,668 | 8,659 | 4.27% | 2.79% | 4 | +76,275 | 48.77% | Q3 2026 | Oct 29, 2026 |
| Sage Capital Advisors,llc | History | Added to | 71,226 | 2,650 | 0.53% | 0.53% | 5 | +890 | 1.27% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,052 | 1,862 | 0.01% | 0.01% | 6 | +6,450 | 14.79% | Q3 2026 | Nov 02, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 31,451 | 1,176 | 0.02% | 0.02% | 7 | +1,300 | 4.31% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 31,451 | 1,176 | 0.02% | 0.02% | 8 | +1,300 | 4.31% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,620 | 1,000 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Added to | 19,349 | 720 | 0.07% | 0.07% | 10 | +558 | 2.97% | Q3 2026 | Oct 19, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,189 | 369 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 9,730 | 362 | 0.25% | 0.23% | 12 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,338 | 265 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | Added to | 6,867 | 255 | 0.04% | 0.04% | 14 | +193 | 2.89% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,003 | 223 | 0.0% | 0.0% | 15 | -1,105 | -15.55% | Q3 2026 | Nov 02, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 5,889 | 219 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 5,820 | 216 | 0.0% | 0.0% | 17 | -2,226 | -27.67% | Q3 2026 | Oct 20, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 5,641 | 204 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,558 | 200 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 3,236 | 117 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 2,546 | 92 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,479 | 89 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,451 | 88 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,739 | 63 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caitlin John, LLC | History | No change | 1,478 | 53 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,033 | 37 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,000 | 36 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 600 | 22 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -35,639 | -100.0% | Q3 2026 | Oct 19, 2026 |