FIRST TRUST EXCHANGE-TRADED FUND VIII - GJAN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | Reduced | 2,652 | 61,981 | 1.11% | 0.37% | 1 | -59,329 | -95.72% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 481,783 | 20,615 | 4.19% | 4.67% | 2 | -34,025 | -6.6% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 392,179 | 16,781 | 0.01% | 0.01% | 3 | -139,703 | -26.27% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 340,012 | 14,548 | 0.02% | 0.02% | 4 | -41,999 | -10.99% | Q4 2025 | Feb 17, 2026 |
| Range Financial Group LLC | History | Reduced | 310,256 | 13,275 | 4.59% | 5.01% | 5 | -23,073 | -6.92% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 228,997 | 9,798 | 0.01% | 0.01% | 6 | -4,850 | -2.07% | Q4 2025 | Feb 17, 2026 |
| First International Bank of Israel Ltd. | History | No change | 205,000 | 8,771 | 4.19% | 4.85% | 7 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 149,566 | 6,399 | 0.0% | 0.0% | 8 | -3,989 | -2.6% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 137,855 | 5,899 | 0.01% | 0.03% | 9 | -128,058 | -48.16% | Q4 2025 | Feb 11, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 129,031 | 5,521 | 3.54% | 3.71% | 10 | -5,552 | -4.13% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 113,465 | 4,855 | 0.01% | 0.01% | 11 | -28,369 | -20.0% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 109,839 | 4,700 | 0.01% | 0.01% | 12 | +1,399 | 1.29% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 108,809 | 4,656 | 0.01% | 0.01% | 13 | +8,052 | 7.99% | Q4 2025 | Feb 05, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 105,145 | 4,499 | 0.74% | 0.76% | 14 | -1,638 | -1.53% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Reduced | 98,254 | 4,204 | 0.12% | 0.12% | 15 | -5,938 | -5.7% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Reduced | 92,796 | 3,970 | 0.0% | 0.0% | 16 | -8,575 | -8.46% | Q4 2025 | Feb 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 70,453 | 3,014 | 1.13% | 1.13% | 17 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 69,248 | 2,963 | 0.93% | 1.23% | 18 | -30,994 | -30.92% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,628 | 2,851 | 0.01% | 0.01% | 19 | +5,446 | 8.9% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 62,204 | 2,661 | 0.29% | 0.3% | 20 | -2,754 | -4.24% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Reduced | 38,078 | 1,629 | 0.0% | 0.0% | 21 | -3,072 | -7.47% | Q4 2025 | Feb 13, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 37,207 | 1,592 | 0.8% | 0.85% | 22 | -703 | -1.85% | Q4 2025 | Feb 10, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 35,295 | 1,510 | 0.48% | 0.55% | 23 | -4,637 | -11.61% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 32,808 | 1,403 | 0.0% | 0.0% | 24 | +1,148 | 3.63% | Q4 2025 | Feb 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 32,234 | 1,379 | 0.39% | 0.39% | 25 | +223 | 0.7% | Q4 2025 | Feb 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 31,859 | 1,363 | 0.08% | 0.08% | 26 | +3,262 | 11.41% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 30,933 | 1,323 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 29,119 | 1,249 | 0.03% | 0.03% | 28 | -596 | -2.01% | Q4 2025 | Jan 08, 2026 |
| Triumph Capital Management | History | Added to | 28,076 | 1,201 | 0.26% | 0.2% | 29 | +10,319 | 58.11% | Q4 2025 | Feb 12, 2026 |
| Ignite Planners, LLC | History | Added to | 27,490 | 1,182 | 0.18% | 0.18% | 30 | +506 | 1.88% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 26,732 | 1,143 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 26,499 | 1,133 | 0.01% | — | 32 | +26,499 | New | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,198 | 1,078 | 0.01% | 0.01% | 33 | -700 | -2.7% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,041 | 1,028 | 0.0% | 0.0% | 34 | -500 | -2.04% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,961 | 939 | 0.02% | 0.02% | 35 | -280 | -1.26% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,005 | 898 | 0.0% | 0.0% | 36 | +500 | 2.44% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | No change | 20,879 | 893 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 19,616 | 839 | 0.07% | 0.08% | 38 | -434 | -2.16% | Q4 2025 | Jan 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,143 | 776 | 0.0% | 0.0% | 39 | -27,661 | -60.39% | Q4 2025 | Feb 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 17,874 | 764 | 0.14% | 0.18% | 40 | -5,276 | -22.79% | Q4 2025 | Jan 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 17,536 | 750 | 0.02% | 0.03% | 41 | -16,271 | -48.13% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 16,312 | 697 | 0.0% | 0.0% | 42 | +142 | 0.88% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14,286 | 611 | 0.08% | — | 43 | +14,286 | New | Q4 2025 | Feb 09, 2026 |
| Catalina Capital Group, LLC | History | No change | 13,115 | 561 | 0.34% | 0.33% | 44 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,785 | 547 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 11,848 | 507 | 0.02% | 0.01% | 46 | -367 | -3.0% | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 11,401 | 487 | 0.27% | — | 47 | +11,401 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,260 | 481 | 0.01% | 0.01% | 48 | -4,050 | -26.45% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,239 | 480 | 0.02% | 0.01% | 49 | +3,143 | 38.82% | Q4 2025 | Jan 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 11,144 | 476 | 0.02% | 0.03% | 50 | -2,425 | -17.87% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Reduced | 10,769 | 460 | 0.0% | 0.0% | 51 | -2,163 | -16.73% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,593 | 456 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 10,540 | 451 | 0.02% | 0.03% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Noble Wealth Management PBC | History | Reduced | 10,009 | 428 | 0.22% | 0.31% | 54 | -3,811 | -27.58% | Q4 2025 | Jan 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,944 | 425 | 0.0% | 0.0% | 55 | -6,259 | -38.63% | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 8,814 | 377 | 0.12% | 0.12% | 56 | -35 | -0.4% | Q4 2025 | Feb 03, 2026 |
| Sequent Planning LLC | History | Reduced | 8,791 | 376 | 0.1% | 0.14% | 57 | -3,202 | -26.7% | Q4 2025 | Feb 05, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 8,738 | 373 | 0.24% | 0.29% | 58 | -1,355 | -13.43% | Q4 2025 | Feb 02, 2026 |
| Harvest Investment Services, LLC | History | No change | 8,616 | 368 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 8,291 | 354 | 0.04% | 0.03% | 61 | -14,492 | -63.61% | Q4 2025 | Jan 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 8,280 | 354 | 0.02% | 0.01% | 60 | +2,945 | 55.2% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,245 | 352 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,937 | 339 | 0.0% | 0.0% | 63 | -140 | -1.73% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Reduced | 7,795 | 334 | 0.0% | 0.0% | 64 | -5 | -0.06% | Q4 2025 | Jan 26, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,568 | 323 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 7,431 | 317 | 0.16% | 0.15% | 66 | -322 | -4.15% | Q4 2025 | Feb 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,107 | 304 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 7,060 | 302 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,000 | 299 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,750 | 288 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,398 | 273 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LVZ, Inc. | History | Reduced | 6,046 | 258 | 0.03% | 0.03% | 72 | -93 | -1.51% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | No change | 6,000 | 256 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 5,717 | 244 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,603 | 239 | 0.0% | — | 75 | +5,603 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,550 | 237 | 0.0% | 0.01% | 76 | -4,917 | -46.98% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | New | 5,413 | 231 | 0.0% | — | 77 | +5,413 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 5,320 | 227 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,200 | 222 | 0.02% | 0.03% | 79 | -1,100 | -17.46% | Q4 2025 | Mar 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 4,894 | 209 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 4,891 | 209 | 0.04% | 0.05% | 81 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | New | 4,679 | 200 | 0.0% | — | 82 | +4,679 | New | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 4,678 | 200 | 0.0% | 0.0% | 83 | -153 | -3.17% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,392 | 188 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | New | 3,643 | 155 | 0.17% | — | 85 | +3,643 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,091 | 132 | 0.0% | — | 86 | +3,091 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 2,547 | 108 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,025 | 86 | 0.01% | — | 88 | +2,025 | New | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 1,617 | 69 | 0.04% | — | 89 | +1,617 | New | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,435 | 61 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,398 | 59 | 0.0% | 0.0% | 91 | -130 | -8.51% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,348 | 57 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,308 | 55 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 1,165 | 49 | 0.0% | 0.0% | 94 | +92 | 8.57% | Q4 2025 | Jan 29, 2026 |
| Archer Investment Corp | History | Reduced | 844 | 36 | 0.01% | 0.01% | 95 | -14 | -1.63% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 825 | 35 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 625 | 26 | 0.0% | 0.0% | 97 | -775 | -55.36% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 450 | 19 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | No change | 404 | 17 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 350 | 14 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 248 | 10 | 0.0% | 0.0% | 101 | -354 | -58.8% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | New | 103 | 4 | 0.0% | — | 102 | +103 | New | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | No change | 72 | 3 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 64 | 2 | 0.0% | — | 104 | +64 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 32 | 1 | 0.0% | — | 105 | +32 | New | Q4 2025 | Feb 13, 2026 |
| Corus Family Wealth Advisors | History | Closed out | 0 | 0 | — | 2.89% | — | -94,395 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -21,400 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -14,346 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diligent Investors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornell Pochily Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,805 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,760 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 06, 2026 |