FIRST TRUST EXCHANGE-TRADED FUND VIII - JANM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 82,562 | 2,725 | 0.57% | 0.59% | 1 | -138 | -0.17% | Q4 2025 | Jan 07, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 78,368 | 2,586 | 0.04% | 0.05% | 2 | -607 | -0.77% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,502 | 1,336 | 0.0% | 0.01% | 3 | -222,317 | -84.59% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,142 | 763 | 0.0% | 0.0% | 4 | -2,490 | -9.71% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,100 | 564 | 0.0% | 0.0% | 5 | +10,178 | 147.04% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 15,015 | 495 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,807 | 488 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,188 | 270 | 0.0% | 0.0% | 8 | +617 | 8.15% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,017 | 264 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,234 | 238 | 0.0% | 0.0% | 10 | -624 | -7.94% | Q4 2025 | Feb 11, 2026 |
| Americana Partners, LLC | History | Reduced | 7,043 | 232 | 0.01% | 0.01% | 11 | -452 | -6.03% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,450 | 213 | 0.0% | 0.0% | 12 | -49 | -0.75% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 6,260 | 207 | 0.0% | 0.0% | 13 | -30 | -0.48% | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | Reduced | 5,962 | 196 | 0.0% | 0.0% | 14 | -256 | -4.12% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | No change | 3,400 | 112 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,348 | 77 | 0.0% | 0.0% | 16 | -4,773 | -67.03% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 683 | 22 | 0.0% | — | 17 | +683 | New | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 250 | 8 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | New | 144 | 4 | 0.0% | — | 19 | +144 | New | Q4 2025 | Jan 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -43,438 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,523 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,551 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 12, 2025 |