FIRST TRUST EXCHANGE-TRADED FUND VIII - GDEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,073,956 | 42,748 | 2.78% | 2.78% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 476,098 | 18,950 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 252,369 | 10,045 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 226,252 | 9,309 | 2.45% | 2.4% | 4 | +4,380 | 1.97% | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 174,568 | 6,948 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 170,204 | 6,774 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 129,957 | 5,301 | 0.04% | 0.03% | 7 | +19,192 | 17.33% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 128,058 | 5,097 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 121,051 | 4,938 | 0.01% | 0.01% | 9 | +22,645 | 23.01% | Q3 2026 | Nov 02, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 118,200 | 4,704 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 111,049 | 4,420 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 106,786 | 4,356 | 0.01% | 0.01% | 12 | -26,754 | -20.03% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 89,988 | 3,581 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 67,528 | 2,687 | 0.49% | 0.49% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | Reduced | 63,510 | 2,590 | 0.06% | 0.06% | 15 | -1,442 | -2.22% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | No change | 63,100 | 2,511 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 54,295 | 2,214 | 0.14% | 0.18% | 17 | -154 | -0.28% | Q3 2026 | Oct 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 49,167 | 2,005 | 0.1% | 0.1% | 18 | +315 | 0.64% | Q3 2026 | Oct 28, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 49,017 | 1,951 | 0.46% | 0.46% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 42,501 | 1,691 | 0.55% | 0.55% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 38,612 | 1,575 | 0.01% | 0.01% | 21 | -904 | -2.29% | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 39,283 | 1,563 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 36,081 | 1,436 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 30,354 | 1,238 | 0.0% | — | 24 | +30,354 | New | Q3 2026 | Nov 02, 2026 |
| MGO ONE SEVEN LLC | History | No change | 30,006 | 1,224 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 30,180 | 1,201 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 29,323 | 1,167 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 26,051 | 1,062 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 25,271 | 1,036 | 0.02% | 0.03% | 29 | -6,616 | -20.75% | Q3 2026 | Oct 09, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 24,986 | 1,019 | 0.5% | 0.49% | 31 | -300 | -1.19% | Q3 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | No change | 25,000 | 1,019 | 0.18% | 0.18% | 30 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 25,242 | 1,004 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 24,549 | 977 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,927 | 912 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 21,652 | 858 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 19,854 | 809 | 0.11% | 0.12% | 36 | +13 | 0.07% | Q3 2026 | Nov 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,170 | 782 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,532 | 777 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 18,498 | 754 | 0.52% | 0.54% | 39 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 18,116 | 721 | 0.2% | 0.2% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,600 | 700 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 17,052 | 695 | 0.07% | 0.06% | 42 | -209 | -1.21% | Q3 2026 | Oct 14, 2026 |
| Sequent Planning LLC | History | No change | 16,920 | 673 | 0.14% | 0.14% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 16,182 | 660 | 0.11% | 0.11% | 44 | -270 | -1.64% | Q3 2026 | Nov 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 15,830 | 645 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LVZ, Inc. | History | No change | 14,608 | 595 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Madrona Financial Services, LLC | History | No change | 14,515 | 592 | 0.09% | 0.11% | 47 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,624 | 555 | 0.0% | 0.0% | 48 | +769 | 5.98% | Q3 2026 | Oct 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13,823 | 550 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 12,752 | 507 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 11,583 | 472 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,933 | 446 | 0.01% | 0.01% | 52 | +876 | 8.71% | Q3 2026 | Oct 08, 2026 |
| Brookstone Capital Management | History | Added to | 10,780 | 439 | 0.0% | 0.0% | 53 | +2,266 | 26.61% | Q3 2026 | Oct 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 10,126 | 403 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 8,849 | 360 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 8,763 | 348 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 8,456 | 336 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 8,154 | 332 | 0.18% | 0.2% | 58 | -150 | -1.81% | Q3 2026 | Nov 04, 2026 |
| Mutual Advisors, LLC | History | No change | 8,076 | 321 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, LLC | History | No change | 7,834 | 311 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 7,766 | 309 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diligent Investors, LLC | History | No change | 7,500 | 305 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Chris Bulman Inc | History | No change | 7,432 | 303 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,457 | 296 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Archer Investment Corp | History | Reduced | 6,870 | 280 | 0.05% | 2.55% | 65 | -319,360 | -97.89% | Q3 2026 | Nov 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,918 | 275 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6,782 | 269 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpha Financial Partners LLC | History | No change | 6,645 | 264 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 6,616 | 263 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 6,616 | 263 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,351 | 252 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 6,311 | 251 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,151 | 250 | 0.01% | 0.01% | 74 | -850 | -12.14% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,279 | 250 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 6,272 | 249 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 6,053 | 246 | 0.14% | 0.15% | 76 | -424 | -6.55% | Q3 2026 | Oct 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 6,132 | 244 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integras Partners LLC | History | No change | 6,000 | 244 | 0.14% | 0.13% | 78 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,995 | 238 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 5,781 | 235 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,983 | 234 | 0.0% | 0.0% | 81 | -3,864 | -11.09% | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,842 | 232 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 5,534 | 220 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capasso Planning Partners LLC | History | No change | 5,303 | 211 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,249 | 208 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 4,258 | 169 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,500 | 139 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 3,042 | 124 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,800 | 111 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 2,500 | 101 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 2,445 | 99 | 0.01% | 0.02% | 91 | -1,534 | -38.55% | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,987 | 81 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Noble Wealth Management PBC | History | No change | 1,900 | 77 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| BARCLAYS PLC | History | No change | 1,740 | 69 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,478 | 58 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 977 | 39 | 0.0% | 0.0% | 96 | -1,223 | -55.59% | Q3 2026 | Nov 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 935 | 38 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 800 | 31 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 595 | 24 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 600 | 24 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 531 | 21 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MORGAN STANLEY | History | No change | 471 | 18 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 400 | 15 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 250 | 9 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 159 | 6 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 100 | 3 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 40 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 11.2% | — | -1,032,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,487 | -100.0% | Q3 2026 | Oct 28, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,525 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |