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 | Added to | 88,987 | 3,011 | 0.04% | 0.04% | 1 | +10,639 | 13.58% | Q2 2026 | Jul 22, 2026 |
| Maia Wealth LLC | History | Reduced | 70,835 | 2,397 | 0.35% | 0.42% | 2 | -3,971 | -5.31% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,598 | 934 | 0.0% | 0.0% | 3 | -10,648 | -27.84% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,608 | 866 | 0.0% | 0.0% | 4 | +5,475 | 27.19% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | Added to | 25,599 | 866 | 0.0% | 0.0% | 5 | +1,874 | 7.9% | Q2 2026 | Aug 12, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 20,847 | 705 | 0.35% | 0.38% | 6 | -768 | -3.55% | Q2 2026 | Aug 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 16,281 | 551 | 0.01% | 0.02% | 7 | -23,060 | -58.62% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 15,163 | 513 | 0.0% | 0.0% | 8 | +8,851 | 140.22% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,284 | 483 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 12,615 | 426 | 0.08% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madrona Financial Services, LLC | History | Added to | 9,907 | 335 | 0.06% | 0.04% | 11 | +3,800 | 62.22% | Q2 2026 | Jul 17, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 8,498 | 287 | 0.05% | 0.06% | 12 | +19 | 0.22% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 8,661 | 284 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | New | 8,017 | 271 | 0.0% | — | 15 | +8,017 | New | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,017 | 271 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,399 | 250 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 6,474 | 219 | 0.0% | — | 17 | +6,474 | New | Q2 2026 | Sep 23, 2026 |
| Americana Partners, LLC | History | Reduced | 6,316 | 213 | 0.0% | 0.01% | 18 | -670 | -9.59% | Q2 2026 | Aug 05, 2026 |
| Prasad Wealth Partners, LLC | History | New | 6,000 | 203 | 0.05% | — | 19 | +6,000 | New | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | No change | 4,537 | 154 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Buck Wealth Strategies, LLC | History | New | 3,000 | 101 | 0.01% | — | 21 | +3,000 | New | Q2 2026 | Jul 30, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,900 | 98 | 0.04% | 0.05% | 22 | -200 | -6.45% | Q2 2026 | Jul 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,649 | 89 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,515 | 51 | 0.01% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,350 | 45 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 388 | 13 | 0.0% | — | 26 | +378 | 3780.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 250 | 8 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,408 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q2 2026 | Jul 17, 2026 |