FIRST TRUST EXCHANGE-TRADED FUND VIII - JUNM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 186,368 | 6,539 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 175,896 | 6,172 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 61,096 | 2,143 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 54,689 | 1,919 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 42,434 | 1,489 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,388 | 1,417 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 39,904 | 1,400 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 34,856 | 1,223 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 34,749 | 1,219 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 33,210 | 1,165 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | No change | 32,375 | 1,136 | 0.25% | 0.25% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Americana Partners, LLC | History | No change | 30,768 | 1,079 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Owen LaRue, LLC | History | No change | 27,219 | 955 | 0.33% | 0.33% | 13 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 25,904 | 908 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 22,702 | 796 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 18,965 | 665 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,537 | 650 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 17,381 | 615 | 0.01% | 0.01% | 18 | -3,459 | -16.6% | Q3 2026 | Oct 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 16,773 | 594 | 0.0% | 0.01% | 19 | -2,691 | -13.83% | Q3 2026 | Oct 16, 2026 |
| Madrona Financial Services, LLC | History | No change | 16,222 | 569 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 15,098 | 534 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 13,450 | 471 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,067 | 458 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WealthCare Asset Management, LLC | History | No change | 12,528 | 439 | 0.18% | 0.18% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 12,174 | 427 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 11,444 | 401 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 10,194 | 361 | 0.04% | 0.04% | 27 | -5 | -0.05% | Q3 2026 | Oct 19, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 9,931 | 351 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 9,974 | 349 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,507 | 333 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Macro Advisors, Inc. | History | No change | 9,063 | 318 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | No change | 8,690 | 304 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 8,631 | 302 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 7,995 | 281 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,979 | 279 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 7,930 | 278 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | No change | 7,421 | 260 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,022 | 246 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,978 | 244 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 6,400 | 224 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,225 | 148 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,979 | 139 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,936 | 138 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 3,823 | 134 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James T. Borello RIA | History | No change | 3,636 | 128 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Benson Wealth Management INC | History | No change | 3,570 | 125 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,272 | 114 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,275 | 79 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,181 | 76 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,250 | 43 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 905 | 32 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CoreCap Advisors, LLC | History | New | 875 | 30 | 0.0% | — | 53 | +875 | New | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 875 | 30 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 850 | 29 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 825 | 29 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| ASSETMARK, INC | History | No change | 600 | 21 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 113 | 3 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |