FIRST TRUST EXCHANGE-TRADED FUND VIII - LALT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Holistic Financial Partners | History | Added to | 327,566 | 7,465 | 2.71% | 2.45% | 1 | +65,394 | 24.94% | Q4 2025 | Jan 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 215,240 | 4,905 | 0.01% | 0.0% | 2 | +110,492 | 105.48% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 196,414 | 4,476 | 0.0% | — | 3 | +196,414 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 170,737 | 3,891 | 0.09% | 0.09% | 4 | +1,986 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 75,573 | 1,722 | 0.0% | 0.0% | 5 | -291 | -0.38% | Q4 2025 | Feb 17, 2026 |
| Van Diest Capital, LLC | History | New | 61,373 | 1,398 | 2.09% | — | 6 | +61,373 | New | Q4 2025 | Feb 19, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 49,562 | 1,129 | 0.01% | 0.01% | 7 | +65 | 0.13% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | New | 47,005 | 1,071 | 0.01% | — | 8 | +47,005 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41,324 | 941 | 0.01% | 0.0% | 9 | +30,975 | 299.3% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 36,259 | 826 | 0.0% | 0.0% | 10 | +28,179 | 348.75% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,390 | 510 | 0.0% | 0.0% | 11 | -60,960 | -73.14% | Q4 2025 | Feb 10, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 21,853 | 501 | 0.42% | 0.35% | 12 | +2,397 | 12.32% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,795 | 428 | 0.0% | — | 13 | +18,795 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 13,090 | 298 | 0.01% | 0.01% | 14 | -640 | -4.66% | Q4 2025 | Jan 09, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,956 | 67 | 0.0% | — | 15 | +2,956 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,002 | 22 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 737 | 16 | 0.01% | — | 17 | +737 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 460 | 10 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |