FIRST TRUST EXCHANGE-TRADED FUND VIII - ILDR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,042,997 | 80,177 | 0.02% | 0.01% | 1 | +372,967 | 22.33% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 476,432 | 18,697 | 0.02% | 0.01% | 2 | +203,457 | 74.53% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 234,300 | 9,195 | 0.02% | 0.01% | 3 | +1,082 | 0.46% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | Reduced | 198,530 | 7,791 | 0.01% | 0.01% | 4 | -41,704 | -17.36% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 196,605 | 7,715 | 0.08% | 0.08% | 5 | -43,496 | -18.12% | Q2 2026 | Jul 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 171,316 | 6,723 | 0.61% | 0.47% | 6 | +23,055 | 15.55% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 164,695 | 6,464 | 0.01% | 0.01% | 7 | +38,005 | 30.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 151,990 | 5,964 | 0.0% | 0.0% | 8 | +25,948 | 20.59% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 127,470 | 5,002 | 0.07% | 0.06% | 9 | +7,233 | 6.02% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 116,269 | 4,562 | 0.47% | 0.39% | 10 | -117,415 | -50.25% | Q2 2026 | Jul 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 115,700 | 4,540 | 0.05% | 0.04% | 11 | -3,460 | -2.9% | Q2 2026 | Jul 28, 2026 |
| Maia Wealth LLC | History | Added to | 110,829 | 4,349 | 0.64% | 0.45% | 12 | +22,121 | 24.94% | Q2 2026 | Jul 28, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 104,662 | 4,107 | 1.59% | 1.29% | 13 | -18,849 | -15.26% | Q2 2026 | Jul 29, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 102,138 | 4,008 | 1.3% | 0.92% | 14 | +28,270 | 38.27% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 96,723 | 3,795 | 0.02% | 0.02% | 15 | -3,191 | -3.19% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 93,734 | 3,679 | 0.08% | 0.06% | 16 | +3,069 | 3.38% | Q2 2026 | Aug 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 81,298 | 3,190 | 1.98% | 1.36% | 17 | +12,493 | 18.16% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 74,267 | 2,914 | 0.02% | 0.02% | 18 | -4,460 | -5.67% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | Added to | 73,362 | 2,879 | 0.02% | 0.0% | 19 | +73,210 | 48164.47% | Q2 2026 | Aug 10, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 73,308 | 2,876 | 0.31% | 0.33% | 20 | -3,962 | -5.13% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 72,221 | 2,834 | 0.0% | 0.0% | 21 | -10,293 | -12.47% | Q2 2026 | Aug 12, 2026 |
| PRAIRIE ADVISORY, LLC | History | New | 64,539 | 2,532 | 0.59% | — | 22 | +64,539 | New | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 63,571 | 2,494 | 0.01% | 0.01% | 23 | -4,040 | -5.98% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 58,184 | 2,283 | 0.11% | 0.1% | 24 | +2,024 | 3.6% | Q2 2026 | Jul 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 75,860 | 2,259 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| RFG Advisory, LLC | History | Added to | 57,415 | 2,253 | 0.04% | 0.01% | 27 | +32,777 | 133.03% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 57,413 | 2,253 | 0.0% | 0.0% | 26 | +13,025 | 29.34% | Q2 2026 | Sep 02, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 55,983 | 2,197 | 0.4% | 0.21% | 28 | +23,973 | 74.89% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 48,984 | 1,922 | 0.0% | 0.0% | 29 | +12,377 | 33.81% | Q2 2026 | Jul 29, 2026 |
| Centennial Wealth Advisory LLC | History | New | 46,783 | 1,836 | 0.4% | — | 30 | +46,783 | New | Q2 2026 | Jul 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 46,638 | 1,830 | 0.04% | 0.04% | 31 | +8,577 | 22.53% | Q2 2026 | Jul 31, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 43,096 | 1,691 | 0.27% | 0.23% | 32 | +1,340 | 3.21% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 40,510 | 1,589 | 0.01% | 0.01% | 33 | -1,779 | -4.21% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 39,939 | 1,567 | 0.04% | 0.06% | 34 | -27,411 | -40.7% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 39,224 | 1,539 | 0.02% | 0.11% | 35 | -181,563 | -82.23% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 38,464 | 1,509 | 0.03% | 0.02% | 36 | +7,340 | 23.58% | Q2 2026 | Aug 14, 2026 |
| Macro Advisors, Inc. | History | Added to | 36,319 | 1,425 | 0.45% | 0.44% | 37 | +191 | 0.53% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 35,160 | 1,379 | 0.01% | 0.01% | 38 | -1,931 | -5.21% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | New | 34,431 | 1,351 | 0.01% | — | 39 | +34,431 | New | Q2 2026 | Jul 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 27,202 | 1,067 | 0.44% | 0.38% | 40 | +1,342 | 5.19% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,021 | 1,021 | 0.0% | 0.0% | 41 | -53,934 | -67.46% | Q2 2026 | Aug 14, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 24,985 | 980 | 0.63% | 0.54% | 42 | -667 | -2.6% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 24,051 | 943 | 0.12% | 0.07% | 43 | +6,973 | 40.83% | Q2 2026 | Aug 14, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 23,719 | 930 | 0.18% | 0.14% | 44 | +1,219 | 5.42% | Q2 2026 | Jul 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 22,718 | 891 | 0.04% | 0.04% | 45 | +853 | 3.9% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | Added to | 21,837 | 857 | 0.0% | 0.0% | 46 | +2,100 | 10.64% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Added to | 21,570 | 846 | 0.31% | 0.26% | 47 | +1,532 | 7.65% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 20,113 | 789 | 0.0% | 0.0% | 48 | +2,957 | 17.24% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 18,633 | 731 | 0.01% | 0.01% | 49 | +4,042 | 27.7% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 18,626 | 730 | 0.01% | 0.01% | 50 | +1,215 | 6.98% | Q2 2026 | Jul 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 17,137 | 672 | 0.04% | — | 51 | +17,137 | New | Q2 2026 | Aug 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,296 | 600 | 0.02% | 0.02% | 52 | -3,097 | -16.84% | Q2 2026 | Jul 17, 2026 |
| Kestra Investment Management, LLC | History | New | 14,491 | 568 | 0.01% | — | 53 | +14,491 | New | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 14,292 | 560 | 0.01% | — | 54 | +14,292 | New | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,087 | 513 | 0.0% | 0.0% | 55 | +249 | 1.94% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,934 | 507 | 0.01% | 0.01% | 56 | -326 | -2.46% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,823 | 503 | 0.01% | 0.01% | 57 | +268 | 2.13% | Q2 2026 | Jul 22, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 12,675 | 497 | 0.03% | 0.02% | 58 | +5,850 | 85.71% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | New | 12,354 | 484 | 0.01% | — | 60 | +12,354 | New | Q2 2026 | Aug 03, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 12,334 | 484 | 0.05% | 0.04% | 59 | -500 | -3.9% | Q2 2026 | Jul 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 12,131 | 476 | 0.0% | 0.0% | 61 | +165 | 1.38% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | No change | 11,420 | 446 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,879 | 387 | 0.0% | 0.0% | 63 | +27 | 0.27% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,061 | 316 | 0.03% | 0.08% | 64 | -17,894 | -68.94% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | New | 8,036 | 315 | 0.01% | — | 65 | +8,036 | New | Q2 2026 | Aug 13, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 7,294 | 279 | 0.09% | 0.08% | 66 | -50 | -0.68% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 6,963 | 273 | 0.01% | — | 67 | +6,963 | New | Q2 2026 | Jul 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,648 | 258 | 0.02% | 0.02% | 68 | -1,300 | -16.36% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | New | 6,494 | 254 | 0.0% | — | 69 | +6,494 | New | Q2 2026 | Aug 10, 2026 |
| Centric Wealth Management | History | No change | 7,032 | 247 | 0.04% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 5,898 | 231 | 0.05% | 0.03% | 71 | +1,459 | 32.87% | Q2 2026 | Aug 13, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | New | 5,783 | 226 | 0.03% | — | 72 | +5,783 | New | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,577 | 216 | 0.0% | 0.0% | 73 | +1,041 | 22.95% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | New | 5,500 | 215 | 0.0% | — | 74 | +5,500 | New | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | New | 5,204 | 204 | 0.0% | — | 75 | +5,204 | New | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,500 | 176 | 0.0% | 0.0% | 76 | -652 | -12.66% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 4,200 | 164 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,663 | 63 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,360 | 53 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,342 | 52 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 1,240 | 48 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,214 | 47 | 0.0% | — | 82 | +1,214 | New | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | New | 841 | 33 | 0.0% | — | 83 | +841 | New | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | New | 722 | 27 | 0.0% | — | 84 | +722 | New | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 844 | 25 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 543 | 21 | 0.0% | 0.0% | 86 | -11 | -1.99% | Q2 2026 | Jul 23, 2026 |
| Front Row Advisors LLC | History | New | 436 | 17 | 0.0% | — | 88 | +436 | New | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 437 | 17 | 0.01% | 0.01% | 87 | +68 | 18.43% | Q2 2026 | Jul 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 378 | 14 | 0.0% | — | 89 | +378 | New | Q2 2026 | Aug 27, 2026 |
| Global Retirement Partners, LLC | History | New | 350 | 13 | 0.0% | — | 90 | +350 | New | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 307 | 12 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 275 | 10 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Pflug Koory, LLC | History | New | 100 | 3 | 0.0% | — | 93 | +100 | New | Q2 2026 | Jul 21, 2026 |
| Bernard Wealth Management Corp. | History | No change | 75 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -91,058 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -58,641 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.73% | — | -23,438 | -100.0% | Q2 2026 | Jul 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,684 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,933 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,191 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -1,123 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q2 2026 | Aug 13, 2026 |