FIRST TRUST EXCHANGE-TRADED FUND VIII - GJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | Reduced | 2,596 | 61,931 | 0.98% | 1.11% | 1 | -56 | -2.11% | Q1 2026 | May 13, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 866,349 | 36,308 | 5.75% | 0.74% | 2 | +761,204 | 723.96% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 818,617 | 34,308 | 0.01% | 0.01% | 3 | +426,438 | 108.74% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 452,039 | 18,944 | 0.03% | 0.02% | 4 | +112,027 | 32.95% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | Reduced | 436,310 | 18,285 | 3.61% | 4.19% | 5 | -45,473 | -9.44% | Q1 2026 | May 11, 2026 |
| Range Financial Group LLC | History | Added to | 310,617 | 13,017 | 4.37% | 4.59% | 6 | +361 | 0.12% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 304,235 | 12,750 | 0.01% | 0.01% | 7 | +75,238 | 32.86% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 264,464 | 11,083 | 0.02% | 0.01% | 8 | +150,999 | 133.08% | Q1 2026 | Apr 27, 2026 |
| First International Bank of Israel Ltd. | History | No change | 205,000 | 8,591 | 2.53% | 4.19% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 189,145 | 7,927 | 0.0% | 0.0% | 10 | +96,349 | 103.83% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 177,562 | 7,441 | 0.03% | 0.01% | 11 | +110,934 | 166.5% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 169,757 | 7,114 | 0.0% | 0.0% | 12 | +20,191 | 13.5% | Q1 2026 | May 04, 2026 |
| Schulz Wealth, LTD. | History | No change | 129,031 | 5,521 | 3.54% | 3.54% | 13 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 131,495 | 5,511 | 0.01% | 0.01% | 14 | -6,360 | -4.61% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 107,726 | 4,514 | 0.28% | 0.02% | 15 | +96,582 | 866.67% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 106,467 | 4,462 | 0.01% | 0.01% | 16 | -2,342 | -2.15% | Q1 2026 | Apr 30, 2026 |
| Americana Partners, LLC | History | New | 99,882 | 4,186 | 0.11% | — | 17 | +99,882 | New | Q1 2026 | May 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 93,248 | 3,908 | 1.17% | — | 18 | +93,248 | New | Q1 2026 | Apr 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 86,104 | 3,608 | 0.0% | 0.01% | 19 | -23,735 | -21.61% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | New | 85,328 | 3,576 | 0.27% | — | 20 | +85,328 | New | Q1 2026 | Apr 08, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 84,835 | 3,555 | 1.29% | 1.13% | 21 | +14,382 | 20.41% | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 78,584 | 3,293 | 0.35% | 0.29% | 22 | +16,380 | 26.33% | Q1 2026 | May 04, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 68,836 | 2,884 | 0.79% | — | 23 | +68,836 | New | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 68,702 | 2,879 | 0.79% | 0.93% | 24 | -546 | -0.79% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | New | 64,172 | 2,689 | 0.08% | — | 25 | +64,172 | New | Q1 2026 | May 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 49,770 | 2,085 | 0.58% | 0.39% | 26 | +17,536 | 54.4% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 49,377 | 2,069 | 0.02% | 0.0% | 27 | +44,057 | 828.14% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,374 | 1,901 | 0.0% | 0.0% | 28 | +27,231 | 150.09% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,536 | 1,656 | 0.0% | 0.0% | 29 | +6,728 | 20.51% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 38,461 | 1,611 | 0.0% | 0.0% | 30 | +383 | 1.01% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 36,909 | 1,586 | 0.09% | 0.08% | 31 | +5,050 | 15.85% | Q1 2026 | Apr 17, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 35,720 | 1,497 | 0.78% | 0.8% | 32 | -1,487 | -4.0% | Q1 2026 | Apr 30, 2026 |
| LifeWealth Investments, LLC | History | No change | 35,295 | 1,479 | 0.44% | 0.48% | 33 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 35,223 | 1,476 | 0.02% | 0.01% | 34 | +10,025 | 39.78% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 33,651 | 1,410 | 0.0% | 0.0% | 35 | +28,048 | 500.59% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 30,172 | 1,264 | 0.26% | 0.26% | 36 | +2,096 | 7.47% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Added to | 29,300 | 1,227 | 0.19% | 0.18% | 37 | +1,810 | 6.58% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 29,099 | 1,219 | 0.0% | 0.0% | 38 | +21,304 | 273.3% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,999 | 1,173 | 0.01% | 0.01% | 39 | +1,267 | 4.74% | Q1 2026 | May 08, 2026 |
| Sequent Planning LLC | History | Added to | 26,143 | 1,095 | 0.26% | 0.1% | 40 | +17,352 | 197.38% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 25,273 | 1,059 | 0.02% | 0.02% | 41 | +3,312 | 15.08% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 24,603 | 1,031 | 0.07% | 0.09% | 42 | -6,330 | -20.46% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | No change | 24,041 | 1,007 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Diligent Investors, LLC | History | New | 22,451 | 940 | 0.23% | — | 44 | +22,451 | New | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 22,362 | 937 | 0.02% | 0.02% | 45 | +1,483 | 7.1% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,352 | 936 | 0.01% | 0.0% | 46 | +16,802 | 302.74% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 21,770 | 916 | 0.03% | 0.03% | 47 | -7,349 | -25.24% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 21,307 | 892 | 0.01% | 0.01% | 48 | -5,192 | -19.59% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 19,505 | 817 | 0.0% | 0.0% | 49 | -1,500 | -7.14% | Q1 2026 | Jun 02, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 18,519 | 776 | 0.05% | 0.07% | 50 | -1,097 | -5.59% | Q1 2026 | Apr 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 16,739 | 701 | 0.13% | 0.14% | 51 | -1,135 | -6.35% | Q1 2026 | Apr 15, 2026 |
| Keystone Wealth Services, LLC | History | New | 15,786 | 661 | 0.14% | — | 52 | +15,786 | New | Q1 2026 | May 13, 2026 |
| LVZ, Inc. | History | Added to | 15,681 | 657 | 0.07% | 0.03% | 53 | +9,635 | 159.36% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 15,271 | 640 | 0.1% | 0.08% | 54 | +985 | 6.89% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 14,526 | 608 | 0.0% | — | 55 | +14,526 | New | Q1 2026 | May 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 14,006 | 586 | 0.03% | 0.02% | 56 | +6,946 | 98.39% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,969 | 585 | 0.01% | 0.02% | 57 | -3,567 | -20.34% | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | No change | 13,115 | 549 | 0.33% | 0.34% | 58 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,785 | 538 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 12,588 | 527 | 0.21% | 0.1% | 60 | +6,871 | 120.19% | Q1 2026 | Apr 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 12,385 | 519 | 0.16% | 0.12% | 61 | +3,571 | 40.52% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,277 | 514 | 0.01% | 0.01% | 62 | +1,017 | 9.03% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 11,642 | 488 | 0.01% | 0.01% | 63 | -206 | -1.74% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 11,601 | 486 | 0.0% | 0.0% | 64 | +1,657 | 16.66% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | New | 11,363 | 477 | 0.03% | — | 65 | +11,363 | New | Q1 2026 | May 12, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | New | 11,360 | 476 | 1.2% | — | 66 | +11,360 | New | Q1 2026 | May 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 11,164 | 467 | 0.02% | 0.01% | 68 | +3,596 | 47.52% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 11,154 | 467 | 0.0% | 0.0% | 67 | +385 | 3.58% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,067 | 464 | 0.0% | 0.0% | 69 | +7,976 | 258.04% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 10,615 | 444 | 0.03% | 0.02% | 70 | +2,335 | 28.2% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 10,540 | 441 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 9,235 | 405 | 0.23% | — | 72 | +9,235 | New | Q1 2026 | May 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 31,269 | 399 | 0.0% | 0.0% | 73 | +20,676 | 195.19% | Q1 2026 | Apr 08, 2026 |
| Noble Wealth Management PBC | History | Reduced | 8,938 | 374 | 0.19% | 0.22% | 74 | -1,071 | -10.7% | Q1 2026 | Apr 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,687 | 364 | 0.01% | 0.02% | 75 | -2,552 | -22.71% | Q1 2026 | Apr 07, 2026 |
| Harvest Investment Services, LLC | History | No change | 8,616 | 361 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 8,522 | 357 | 0.23% | 0.24% | 77 | -216 | -2.47% | Q1 2026 | May 11, 2026 |
| Integrity Financial Corp /WA | History | Added to | 8,497 | 356 | 0.18% | 0.16% | 78 | +1,066 | 14.35% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 8,350 | 349 | 0.0% | 0.0% | 79 | +413 | 5.2% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,245 | 345 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,967 | 333 | 0.0% | 0.0% | 81 | +1,967 | 32.78% | Q1 2026 | May 15, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 7,869 | 329 | 0.03% | 0.04% | 82 | -422 | -5.09% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 7,564 | 317 | 0.01% | 0.01% | 83 | +1,166 | 18.22% | Q1 2026 | May 07, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,107 | 297 | 0.07% | 0.08% | 84 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Summit Financial Wealth Advisors, LLC | History | New | 6,992 | 293 | 0.04% | — | 86 | +6,992 | New | Q1 2026 | May 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,000 | 293 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,750 | 288 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,850 | 287 | 0.06% | 0.04% | 88 | +1,959 | 40.05% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 6,733 | 281 | 0.0% | — | 89 | +6,733 | New | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 6,202 | 259 | 0.06% | 0.01% | 90 | +5,358 | 634.83% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,033 | 252 | 0.0% | 0.0% | 91 | +1,139 | 23.27% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,948 | 249 | 0.0% | 0.0% | 92 | +535 | 9.88% | Q1 2026 | May 18, 2026 |
| Next Level Private LLC | History | New | 5,794 | 242 | 0.05% | — | 93 | +5,794 | New | Q1 2026 | Apr 23, 2026 |
| MBE Wealth Management, LLC | History | New | 5,205 | 218 | 0.09% | — | 94 | +5,205 | New | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,904 | 206 | 0.01% | 0.01% | 95 | +512 | 11.66% | Q1 2026 | May 18, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 4,600 | 192 | 0.03% | — | 96 | +4,600 | New | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 4,535 | 190 | 0.1% | 0.27% | 97 | -6,866 | -60.22% | Q1 2026 | May 13, 2026 |
| Benson Wealth Management INC | History | No change | 3,643 | 152 | 0.21% | 0.17% | 98 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | No change | 2,547 | 106 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,255 | 94 | 0.03% | 0.02% | 100 | +947 | 72.4% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,025 | 84 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,503 | 62 | 0.0% | 0.0% | 102 | +105 | 7.51% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,435 | 60 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,348 | 56 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,000 | 41 | 0.0% | — | 105 | +1,000 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 925 | 38 | 0.0% | 0.0% | 106 | +100 | 12.12% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 905 | 37 | 0.0% | 0.0% | 107 | -3,774 | -80.66% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 625 | 26 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 450 | 18 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | No change | 404 | 16 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 376 | 15 | 0.0% | — | 111 | +370 | 6166.67% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 350 | 14 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 248 | 10 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | No change | 72 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key Capital Management, INC | History | New | 54 | 2 | 0.0% | — | 115 | +54 | New | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.12% | — | -98,254 | -100.0% | Q1 2026 | May 04, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,312 | -100.0% | Q1 2026 | May 05, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,200 | -100.0% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Reduced | 1 | 0 | — | 0.0% | — | -4,677 | -99.98% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,617 | -100.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 1 | 0 | — | 0.0% | — | -1,164 | -99.91% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 15, 2026 |