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 | No change | 2,042,997 | 80,177 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 476,432 | 18,697 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 255,584 | 10,095 | 0.02% | 0.02% | 3 | +21,284 | 9.08% | Q3 2026 | Oct 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 230,259 | 9,095 | 0.9% | 0.61% | 4 | +58,943 | 34.41% | Q3 2026 | Oct 14, 2026 |
| Mariner, LLC | History | No change | 198,530 | 7,791 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 187,452 | 7,404 | 0.07% | 0.08% | 6 | -9,153 | -4.66% | Q3 2026 | Oct 15, 2026 |
| TSFG, LLC | History | New | 164,422 | 6,495 | 1.5% | — | 7 | +164,422 | New | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 164,695 | 6,464 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | Added to | 153,281 | 6,054 | 0.83% | 0.64% | 9 | +42,452 | 38.3% | Q3 2026 | Oct 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 151,990 | 5,964 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 127,470 | 5,002 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 118,507 | 4,681 | 0.07% | 0.04% | 12 | +61,092 | 106.4% | Q3 2026 | Nov 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 117,335 | 4,634 | 0.05% | 0.05% | 13 | +1,635 | 1.41% | Q3 2026 | Oct 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 113,452 | 4,481 | 0.17% | — | 14 | +113,452 | New | Q3 2026 | Oct 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 110,915 | 4,381 | 0.42% | 0.47% | 15 | -5,354 | -4.6% | Q3 2026 | Oct 14, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 104,662 | 4,107 | 1.59% | 1.59% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Watch Advisors, INC | History | No change | 102,138 | 4,008 | 1.3% | 1.3% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 96,723 | 3,795 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 93,734 | 3,679 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 86,874 | 3,432 | 0.01% | — | 20 | +86,874 | New | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 85,063 | 3,359 | 0.02% | 0.02% | 21 | +10,796 | 14.54% | Q3 2026 | Oct 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 83,889 | 3,313 | 0.01% | 0.01% | 22 | +20,318 | 31.96% | Q3 2026 | Nov 02, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 82,452 | 3,256 | 1.99% | 1.98% | 23 | +1,154 | 1.42% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 73,362 | 2,879 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maridea Wealth Management LLC | History | No change | 73,308 | 2,876 | 0.31% | 0.31% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 72,221 | 2,834 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARWA LLC | History | New | 64,898 | 2,571 | 0.95% | — | 27 | +64,898 | New | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 64,344 | 2,541 | 0.11% | 0.11% | 28 | +6,160 | 10.59% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 57,413 | 2,253 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 55,983 | 2,197 | 0.4% | 0.4% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 55,027 | 2,173 | 0.0% | 0.0% | 31 | +6,043 | 12.34% | Q3 2026 | Nov 02, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 52,473 | 2,072 | 0.43% | 0.4% | 32 | +5,690 | 12.16% | Q3 2026 | Oct 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 45,654 | 1,803 | 0.04% | 0.04% | 33 | -984 | -2.11% | Q3 2026 | Nov 04, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 43,096 | 1,691 | 0.27% | 0.27% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Added to | 40,400 | 1,595 | 0.04% | 0.04% | 35 | +461 | 1.15% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 40,510 | 1,589 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 38,464 | 1,509 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Macro Advisors, Inc. | History | No change | 36,319 | 1,425 | 0.45% | 0.45% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 35,160 | 1,379 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 34,431 | 1,351 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | Reduced | 37,229 | 1,340 | 0.02% | 0.02% | 41 | -1,995 | -5.09% | Q3 2026 | Nov 04, 2026 |
| CPR Investments Inc. | History | New | 32,555 | 1,285 | 0.96% | — | 42 | +32,555 | New | Q3 2026 | Oct 26, 2026 |
| Strategic Blueprint, LLC | History | Added to | 30,643 | 1,210 | 0.06% | 0.04% | 43 | +7,925 | 34.88% | Q3 2026 | Oct 22, 2026 |
| PRAIRIE ADVISORY, LLC | History | Reduced | 27,568 | 1,088 | 0.13% | 0.59% | 44 | -36,971 | -57.28% | Q3 2026 | Oct 19, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 27,202 | 1,067 | 0.44% | 0.44% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 26,304 | 1,039 | 0.68% | 0.63% | 46 | +1,319 | 5.28% | Q3 2026 | Oct 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 25,857 | 1,021 | 0.19% | 0.18% | 47 | +2,138 | 9.01% | Q3 2026 | Oct 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,021 | 1,021 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 24,051 | 943 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 22,790 | 901 | 0.08% | — | 50 | +22,790 | New | Q3 2026 | Oct 22, 2026 |
| Chris Bulman Inc | History | Added to | 21,741 | 858 | 0.3% | 0.31% | 51 | +171 | 0.79% | Q3 2026 | Oct 20, 2026 |
| Betterment LLC | History | No change | 21,837 | 857 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20,113 | 789 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 18,840 | 744 | 0.01% | 0.01% | 54 | +214 | 1.15% | Q3 2026 | Oct 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 18,633 | 731 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 17,137 | 672 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 15,594 | 615 | 0.02% | 0.02% | 57 | +298 | 1.95% | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,472 | 571 | 0.0% | 0.0% | 58 | +1,385 | 10.58% | Q3 2026 | Oct 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 14,292 | 560 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,329 | 526 | 0.01% | 0.01% | 60 | +506 | 3.95% | Q3 2026 | Oct 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 12,938 | 511 | 0.04% | 0.03% | 61 | +263 | 2.07% | Q3 2026 | Oct 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,934 | 507 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 12,334 | 487 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 12,354 | 484 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 12,131 | 476 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 11,778 | 465 | 0.52% | — | 66 | +11,778 | New | Q3 2026 | Oct 27, 2026 |
| Global Assets Advisory, LLC | History | No change | 11,420 | 460 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,879 | 387 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,212 | 363 | 0.0% | — | 69 | +9,212 | New | Q3 2026 | Oct 16, 2026 |
| IFG Advisory, LLC | History | No change | 8,036 | 315 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,648 | 263 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,611 | 261 | 0.0% | 0.0% | 72 | +1,034 | 18.54% | Q3 2026 | Oct 16, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 7,094 | 254 | 0.08% | 0.09% | 73 | -200 | -2.74% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,494 | 254 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centric Wealth Management | History | No change | 7,032 | 247 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,912 | 233 | 0.02% | 0.03% | 76 | -2,149 | -26.66% | Q3 2026 | Nov 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 5,898 | 231 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 5,783 | 226 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAM Wealth Management, LLC | History | New | 5,566 | 219 | 0.12% | — | 79 | +5,566 | New | Q3 2026 | Oct 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,500 | 217 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,286 | 208 | 0.0% | 0.01% | 81 | -1,677 | -24.08% | Q3 2026 | Oct 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,204 | 204 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthPlan Investment Management, LLC | History | New | 5,100 | 201 | 0.01% | — | 83 | +5,100 | New | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,500 | 177 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Triumph Capital Management | History | No change | 4,200 | 165 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,663 | 63 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,360 | 53 | 0.09% | 0.02% | 87 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,342 | 52 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 1,240 | 48 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,214 | 47 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balance Wealth Partners LLC | History | New | 903 | 35 | 0.01% | — | 91 | +903 | New | Q3 2026 | Oct 27, 2026 |
| Parallel Advisors, LLC | History | No change | 841 | 33 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 722 | 27 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 550 | 21 | 0.0% | 0.0% | 94 | +7 | 1.29% | Q3 2026 | Oct 30, 2026 |
| Front Row Advisors LLC | History | No change | 436 | 17 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 437 | 17 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 350 | 13 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 307 | 12 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 275 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Pflug Koory, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bernard Wealth Management Corp. | History | No change | 75 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,491 | -100.0% | Q3 2026 | Nov 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q3 2026 | Oct 29, 2026 |