FIRST TRUST EXCHANGE-TRADED FUND VIII - LALT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Holistic Financial Partners | History | Added to | 354,226 | 8,609 | 3.2% | 2.71% | 1 | +26,660 | 8.14% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 308,314 | 7,494 | 0.0% | 0.0% | 2 | +111,900 | 56.97% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 220,784 | 5,366 | 0.01% | 0.01% | 3 | +5,544 | 2.58% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 174,150 | 4,232 | 0.1% | 0.09% | 4 | +3,413 | 2.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 112,745 | 2,740 | 0.0% | 0.0% | 5 | +90,355 | 403.55% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 85,501 | 2,078 | 0.0% | 0.0% | 6 | +9,928 | 13.14% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 76,161 | 1,855 | 0.02% | 0.01% | 7 | +34,837 | 84.3% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 68,530 | 1,665 | 0.0% | 0.0% | 8 | +32,271 | 89.0% | Q1 2026 | May 15, 2026 |
| Van Diest Capital, LLC | History | Reduced | 59,971 | 1,457 | 1.15% | 2.09% | 9 | -1,402 | -2.28% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 45,262 | 1,100 | 0.01% | 0.01% | 10 | -4,300 | -8.68% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 44,360 | 1,078 | 0.01% | 0.01% | 11 | -2,645 | -5.63% | Q1 2026 | May 08, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 21,685 | 531 | 0.43% | 0.42% | 12 | -168 | -0.77% | Q1 2026 | Apr 30, 2026 |
| Proactive Wealth Strategies LLC | History | New | 15,547 | 377 | 0.07% | — | 13 | +15,547 | New | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,643 | 331 | 0.01% | 0.01% | 14 | +553 | 4.22% | Q1 2026 | Apr 08, 2026 |
| Brookwood Investment Group LLC | History | New | 12,698 | 308 | 0.04% | — | 15 | +12,698 | New | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | New | 8,902 | 216 | 0.0% | — | 16 | +8,902 | New | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,455 | 205 | 0.0% | 0.0% | 17 | +5,499 | 186.03% | Q1 2026 | Apr 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 6,160 | 149 | 0.0% | — | 18 | +6,160 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,002 | 24 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | No change | 737 | 17 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 673 | 16 | 0.0% | — | 21 | +673 | New | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 460 | 11 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 410 | 9 | 0.0% | — | 23 | +409 | 40900.0% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | New | 379 | 9 | 0.0% | — | 24 | +379 | New | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | New | 207 | 5 | 0.0% | — | 25 | +207 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,795 | -100.0% | Q1 2026 | May 15, 2026 |