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 | 88,737 | 3,050 | 0.03% | 0.04% | 1 | -250 | -0.28% | Q3 2026 | Oct 23, 2026 |
| Maia Wealth LLC | History | Reduced | 65,856 | 2,264 | 0.31% | 0.35% | 2 | -4,979 | -7.03% | Q3 2026 | Oct 19, 2026 |
| CITADEL ADVISORS LLC | History | No change | 25,608 | 866 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 25,599 | 866 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 23,883 | 821 | 0.0% | 0.0% | 5 | -3,715 | -13.46% | Q3 2026 | Nov 02, 2026 |
| Capasso Planning Partners LLC | History | No change | 20,847 | 705 | 0.35% | 0.35% | 6 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 16,281 | 551 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,169 | 521 | 0.0% | 0.0% | 8 | +885 | 6.2% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,163 | 513 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 12,615 | 433 | 0.09% | 0.08% | 10 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Madrona Financial Services, LLC | History | No change | 9,907 | 340 | 0.05% | 0.06% | 11 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,402 | 323 | 0.0% | — | 12 | +9,402 | New | Q3 2026 | Nov 02, 2026 |
| Vise Technologies, Inc. | History | No change | 8,017 | 275 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,017 | 271 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,474 | 219 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,308 | 217 | 0.0% | — | 16 | +6,308 | New | Q3 2026 | Oct 13, 2026 |
| Americana Partners, LLC | History | Reduced | 6,204 | 213 | 0.0% | 0.0% | 17 | -112 | -1.77% | Q3 2026 | Oct 28, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 6,000 | 203 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | No change | 4,537 | 154 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 3,000 | 103 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,649 | 89 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,359 | 81 | 0.0% | 0.0% | 22 | -5,040 | -68.12% | Q3 2026 | Nov 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,515 | 52 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,350 | 45 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | New | 912 | 31 | 0.0% | — | 25 | +912 | New | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | No change | 388 | 13 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 200 | 6 | 0.0% | 0.0% | 27 | -50 | -20.0% | Q3 2026 | Oct 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,498 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,900 | -100.0% | Q3 2026 | Oct 01, 2026 |