FIRST TRUST EXCHANGE-TRADED FUND VIII - GSEP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 621,878 | 26,193 | 0.03% | 0.02% | 1 | +175,380 | 39.28% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 349,888 | 14,331 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 323,354 | 13,244 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 292,655 | 11,987 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 274,394 | 11,557 | 0.03% | 0.03% | 5 | +10,859 | 4.12% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 276,793 | 11,337 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 262,165 | 10,738 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 156,097 | 6,393 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First International Bank of Israel Ltd. | History | No change | 144,500 | 6,086 | 2.46% | 1.61% | 9 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 135,287 | 5,541 | 1.31% | 1.31% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 119,525 | 5,089 | 1.34% | — | 11 | +119,525 | New | Q3 2026 | Oct 19, 2026 |
| US BANCORP \DE\ | History | No change | 120,291 | 4,927 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 107,703 | 4,536 | 0.45% | 0.37% | 13 | +8,805 | 8.9% | Q3 2026 | Oct 14, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 94,847 | 3,994 | 1.87% | 2.01% | 14 | -240 | -0.25% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 52,466 | 2,210 | 0.0% | — | 15 | +52,466 | New | Q3 2026 | Nov 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 50,425 | 2,123 | 0.1% | 0.1% | 16 | +2,044 | 4.22% | Q3 2026 | Oct 28, 2026 |
| CITY HOLDING CO | History | Reduced | 50,385 | 2,121 | 0.24% | 0.25% | 17 | -3,910 | -7.2% | Q3 2026 | Oct 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 42,274 | 1,780 | 0.01% | 0.01% | 18 | +26,163 | 162.39% | Q3 2026 | Oct 16, 2026 |
| MAI Capital Management | History | No change | 43,030 | 1,762 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 38,633 | 1,582 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ascentis Independent Advisors | History | New | 37,435 | 1,576 | 0.09% | — | 21 | +37,435 | New | Q3 2026 | Nov 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 35,490 | 1,494 | 0.02% | 0.01% | 22 | +3,350 | 10.42% | Q3 2026 | Oct 30, 2026 |
| HRT FINANCIAL LP | History | No change | 35,479 | 1,453 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 35,436 | 1,451 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 32,496 | 1,330 | 0.14% | 0.14% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 29,500 | 1,242 | 0.93% | 1.19% | 26 | -9,491 | -24.34% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,071 | 1,182 | 0.0% | 0.0% | 27 | +1,815 | 6.91% | Q3 2026 | Oct 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 28,244 | 1,157 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,106 | 1,069 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,959 | 981 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 23,145 | 974 | 0.14% | 0.15% | 31 | -827 | -3.45% | Q3 2026 | Nov 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 21,138 | 897 | 0.02% | 0.02% | 32 | -1,974 | -8.54% | Q3 2026 | Oct 09, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,338 | 856 | 0.04% | 0.04% | 33 | +2,172 | 11.96% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,349 | 792 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 18,556 | 760 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 18,550 | 759 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 17,595 | 720 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Added to | 16,665 | 701 | 0.15% | 0.14% | 38 | +1,700 | 11.36% | Q3 2026 | Oct 21, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 16,634 | 701 | 0.13% | 0.12% | 39 | +236 | 1.44% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 16,729 | 685 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| American Alpha Advisors, LLC | History | No change | 15,809 | 647 | 0.35% | 0.35% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 14,968 | 630 | 0.04% | 0.0% | 42 | +13,891 | 1289.79% | Q3 2026 | Oct 30, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 15,209 | 622 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 14,466 | 609 | 0.1% | 0.1% | 44 | -66 | -0.45% | Q3 2026 | Nov 02, 2026 |
| Waverly Advisors, LLC | History | No change | 14,695 | 601 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrona Financial Services, LLC | History | New | 14,205 | 598 | 0.09% | — | 46 | +14,205 | New | Q3 2026 | Oct 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 13,850 | 583 | 0.05% | 0.06% | 47 | -550 | -3.82% | Q3 2026 | Oct 19, 2026 |
| Snowden Capital Advisors LLC | History | No change | 13,967 | 572 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 13,852 | 567 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,281 | 544 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,703 | 535 | 0.0% | 0.0% | 51 | -1,400 | -9.93% | Q3 2026 | Oct 08, 2026 |
| Americana Partners, LLC | History | Reduced | 12,375 | 521 | 0.01% | 0.05% | 52 | -44,651 | -78.3% | Q3 2026 | Oct 28, 2026 |
| VestGen Investment Management | History | No change | 12,610 | 516 | 0.27% | 0.27% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,275 | 515 | 0.01% | 0.01% | 54 | -12,546 | -50.55% | Q3 2026 | Nov 04, 2026 |
| Mosley Wealth Management | History | Reduced | 11,768 | 499 | 0.15% | 0.16% | 55 | -759 | -6.06% | Q3 2026 | Oct 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 11,835 | 498 | 0.01% | — | 56 | +11,835 | New | Q3 2026 | Nov 04, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 12,140 | 497 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 12,140 | 497 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,525 | 485 | 0.01% | 0.01% | 59 | +805 | 7.51% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,370 | 476 | 0.0% | 0.0% | 60 | +6,337 | 24.34% | Q3 2026 | Oct 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 11,348 | 464 | 0.15% | 0.15% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grantvest Financial Group LLC | History | No change | 10,975 | 462 | 0.27% | 0.26% | 62 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Synergy Asset Management, LLC | History | No change | 11,096 | 454 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,766 | 453 | 0.01% | 0.01% | 64 | -13 | -0.12% | Q3 2026 | Oct 28, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 10,515 | 442 | 0.03% | 0.03% | 65 | -92 | -0.87% | Q3 2026 | Oct 26, 2026 |
| Advyzon Investment Management, LLC | History | No change | 10,295 | 421 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kinloch Capital, LLC | History | No change | 10,086 | 413 | 0.15% | 0.15% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | New | 9,249 | 389 | 0.0% | — | 68 | +9,249 | New | Q3 2026 | Oct 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,364 | 383 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Financial Group LLC | History | New | 9,052 | 381 | 0.11% | — | 70 | +9,052 | New | Q3 2026 | Oct 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,215 | 377 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 9,109 | 373 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Integrity Financial Corp /WA | History | No change | 8,479 | 347 | 0.17% | 0.17% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 8,385 | 343 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,962 | 326 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M Holdings Securities, Inc. | History | New | 7,400 | 312 | 0.02% | — | 77 | +7,400 | New | Q3 2026 | Nov 03, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 7,415 | 312 | 0.21% | 0.23% | 76 | -300 | -3.89% | Q3 2026 | Oct 16, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,400 | 311 | 0.02% | 0.02% | 78 | +161 | 2.22% | Q3 2026 | Oct 28, 2026 |
| Noble Wealth Management PBC | History | Reduced | 7,385 | 311 | 0.14% | 0.14% | 80 | -150 | -1.99% | Q3 2026 | Oct 01, 2026 |
| MBL Wealth, LLC | History | No change | 7,400 | 311 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,365 | 301 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 7,121 | 299 | 0.09% | 0.12% | 82 | -3,338 | -31.92% | Q3 2026 | Oct 23, 2026 |
| Archer Investment Corp | History | Reduced | 6,893 | 290 | 0.05% | 0.06% | 83 | -493 | -6.67% | Q3 2026 | Nov 05, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 6,450 | 271 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| RFG Advisory, LLC | History | Added to | 6,432 | 270 | 0.0% | 0.0% | 85 | +1,180 | 22.47% | Q3 2026 | Nov 03, 2026 |
| BCGM Wealth Management, LLC | History | No change | 6,615 | 270 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 6,572 | 269 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 6,552 | 268 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,447 | 264 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LM Advisors LLC | History | No change | 6,218 | 255 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 6,000 | 252 | 0.01% | — | 91 | +6,000 | New | Q3 2026 | Oct 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6,079 | 248 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,047 | 247 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | New | 5,754 | 242 | 0.0% | — | 94 | +5,754 | New | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 5,880 | 240 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,305 | 217 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 5,216 | 213 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 4,896 | 200 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,307 | 176 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,300 | 138 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Capital Analysts, LLC | History | No change | 2,596 | 107 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Benson Wealth Management INC | History | No change | 2,491 | 102 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,679 | 68 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 959 | 40 | 0.03% | 0.06% | 104 | -362 | -27.4% | Q3 2026 | Oct 20, 2026 |
| PFS Partners, LLC | History | No change | 876 | 36 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 478 | 20 | 0.01% | 0.09% | 106 | -7,202 | -93.78% | Q3 2026 | Nov 04, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 369 | 15 | 0.01% | 0.06% | 107 | -2,000 | -84.42% | Q3 2026 | Nov 04, 2026 |
| Spire Wealth Management | History | New | 348 | 14 | 0.0% | — | 108 | +348 | New | Q3 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 263 | 10 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 256 | 10 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 174 | 7 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Networth Advisors, LLC | History | No change | 133 | 5 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 88 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 97 | 3 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,248 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -9,108 | -100.0% | Q3 2026 | Oct 15, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,448 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,935 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,557 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,240 | -100.0% | Q3 2026 | Oct 21, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,127 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2026 | Nov 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2026 | Oct 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |