FIRST TRUST EXCHANGE-TRADED FUND VIII - JANM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | History | Reduced | 78,348 | 2,570 | 0.04% | 0.04% | 1 | -20 | -0.03% | Q1 2026 | Apr 22, 2026 |
| Maia Wealth LLC | History | New | 74,806 | 2,454 | 0.42% | — | 2 | +74,806 | New | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,341 | 1,290 | 0.02% | — | 3 | +39,341 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 38,246 | 1,254 | 0.0% | 0.0% | 4 | -2,256 | -5.57% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 23,725 | 778 | 0.0% | 0.0% | 5 | +583 | 2.52% | Q1 2026 | May 13, 2026 |
| Capasso Planning Partners LLC | History | New | 21,615 | 709 | 0.38% | — | 6 | +21,615 | New | Q1 2026 | May 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,133 | 660 | 0.0% | — | 7 | +20,133 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,284 | 468 | 0.0% | 0.0% | 8 | -523 | -3.53% | Q1 2026 | Apr 30, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 12,615 | 413 | 0.09% | 0.11% | 9 | -2,400 | -15.98% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 8,661 | 284 | 0.0% | 0.0% | 10 | +2,401 | 38.35% | Q1 2026 | May 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 8,479 | 278 | 0.06% | 0.57% | 11 | -74,083 | -89.73% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,017 | 263 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,408 | 243 | 0.0% | 0.0% | 13 | +958 | 14.85% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 7,399 | 242 | 0.0% | — | 14 | +7,399 | New | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 6,986 | 229 | 0.01% | 0.01% | 15 | -57 | -0.81% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,312 | 207 | 0.0% | 0.0% | 16 | -10,788 | -63.09% | Q1 2026 | May 15, 2026 |
| Madrona Financial Services, LLC | History | New | 6,107 | 200 | 0.04% | — | 17 | +6,107 | New | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | New | 4,537 | 149 | 0.0% | — | 18 | +4,537 | New | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,100 | 101 | 0.05% | 0.06% | 19 | -300 | -8.82% | Q1 2026 | Apr 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,649 | 86 | 0.0% | 0.0% | 20 | +301 | 12.82% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 1,515 | 49 | 0.02% | — | 21 | +1,515 | New | Q1 2026 | Apr 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,350 | 44 | 0.0% | 0.0% | 22 | -5,884 | -81.34% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 250 | 8 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 144 | 4 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,188 | -100.0% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,962 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 10 | 0 | — | 0.0% | — | -673 | -98.54% | Q1 2026 | May 05, 2026 |