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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,046,864 | 49,186 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 2,009,723 | 48,293 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 883,878 | 21,239 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 630,529 | 15,151 | 3.41% | 3.41% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Added to | 573,790 | 14,178 | 0.02% | 0.02% | 5 | +12,239 | 2.18% | Q3 2026 | Oct 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 546,672 | 13,136 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 463,459 | 11,136 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 409,294 | 10,114 | 0.02% | — | 8 | +409,294 | New | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 346,619 | 8,564 | 0.01% | 0.01% | 9 | +116,043 | 50.33% | Q3 2026 | Nov 02, 2026 |
| Nearside Advisors, LLC | History | New | 312,303 | 7,717 | 5.51% | — | 10 | +312,303 | New | Q3 2026 | Oct 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 291,220 | 6,998 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 231,185 | 5,555 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 213,678 | 5,134 | 0.31% | 0.31% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 208,732 | 5,016 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 200,747 | 4,823 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hobart Private Capital, LLC | History | Added to | 188,628 | 4,660 | 0.79% | 0.77% | 16 | +1,689 | 0.9% | Q3 2026 | Oct 19, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 179,948 | 4,446 | 0.42% | 0.29% | 17 | +56,694 | 46.0% | Q3 2026 | Oct 19, 2026 |
| CreativeOne Wealth, LLC | History | No change | 179,571 | 4,315 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 136,338 | 3,368 | 0.02% | 0.02% | 19 | +18,288 | 15.49% | Q3 2026 | Oct 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 116,493 | 2,879 | 0.02% | 0.02% | 20 | +1,330 | 1.15% | Q3 2026 | Oct 26, 2026 |
| Midwest Financial Group LLC | History | Added to | 105,015 | 2,594 | 0.88% | 0.88% | 21 | +1,052 | 1.01% | Q3 2026 | Oct 15, 2026 |
| Holistic Financial Partners | History | No change | 107,034 | 2,572 | 1.57% | 1.57% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 102,068 | 2,452 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 88,042 | 2,175 | 0.04% | 0.04% | 24 | +908 | 1.04% | Q3 2026 | Oct 16, 2026 |
| Atria Investments, Inc | History | Added to | 80,801 | 1,996 | 0.02% | 0.02% | 25 | +9,808 | 13.82% | Q3 2026 | Oct 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 75,309 | 1,860 | 1.07% | 1.25% | 26 | -12,910 | -14.63% | Q3 2026 | Oct 28, 2026 |
| MGO ONE SEVEN LLC | History | New | 65,475 | 1,617 | 0.03% | — | 27 | +65,475 | New | Q3 2026 | Oct 28, 2026 |
| ARWA LLC | History | New | 63,998 | 1,603 | 0.59% | — | 28 | +63,998 | New | Q3 2026 | Oct 21, 2026 |
| Van Diest Capital, LLC | History | No change | 60,748 | 1,459 | 1.31% | 1.31% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 56,814 | 1,403 | 0.49% | 0.66% | 31 | -2,918 | -4.89% | Q3 2026 | Oct 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 58,400 | 1,403 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 51,274 | 1,267 | 0.37% | — | 32 | +51,274 | New | Q3 2026 | Oct 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 51,666 | 1,241 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 45,140 | 1,084 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 44,360 | 1,065 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 42,291 | 1,016 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 38,521 | 925 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | New | 35,716 | 882 | 0.01% | — | 38 | +35,716 | New | Q3 2026 | Oct 23, 2026 |
| Asset Allocation Strategies LLC | History | New | 29,840 | 737 | 0.11% | — | 39 | +29,840 | New | Q3 2026 | Oct 20, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 29,989 | 720 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 28,521 | 687 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 28,266 | 679 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 27,940 | 671 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 26,156 | 628 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,154 | 522 | 0.0% | 0.0% | 45 | +11,721 | 124.26% | Q3 2026 | Nov 02, 2026 |
| OneAscent Financial Services LLC | History | No change | 21,310 | 512 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 18,904 | 454 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 18,844 | 454 | 0.45% | 0.45% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 18,002 | 448 | 0.5% | — | 49 | +18,002 | New | Q3 2026 | Oct 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 17,536 | 433 | 0.0% | 0.0% | 50 | +8,622 | 96.72% | Q3 2026 | Oct 28, 2026 |
| GeoWealth Management, LLC | History | No change | 17,818 | 428 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 16,975 | 407 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 16,975 | 407 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 15,792 | 393 | 0.0% | — | 54 | +15,792 | New | Q3 2026 | Oct 13, 2026 |
| Sigma Planning Corp | History | New | 15,529 | 383 | 0.01% | — | 55 | +15,529 | New | Q3 2026 | Oct 23, 2026 |
| McAdam, LLC | History | Added to | 15,277 | 377 | 0.01% | 0.01% | 56 | +207 | 1.37% | Q3 2026 | Oct 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 15,126 | 373 | 0.09% | 0.09% | 57 | +218 | 1.46% | Q3 2026 | Oct 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,059 | 361 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 14,219 | 351 | 0.41% | — | 59 | +14,219 | New | Q3 2026 | Nov 02, 2026 |
| Brookwood Investment Group LLC | History | No change | 14,326 | 344 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accurate Wealth Management, LLC | History | New | 12,572 | 314 | 0.03% | — | 61 | +12,572 | New | Q3 2026 | Oct 20, 2026 |
| UMB Private Wealth Management, LLC | History | New | 12,523 | 309 | 0.3% | — | 63 | +12,523 | New | Q3 2026 | Oct 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,875 | 309 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 12,082 | 298 | 0.01% | 0.01% | 64 | -60 | -0.49% | Q3 2026 | Oct 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 11,621 | 287 | 0.03% | — | 65 | +11,621 | New | Q3 2026 | Oct 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,608 | 286 | 0.01% | 0.01% | 66 | +247 | 2.17% | Q3 2026 | Nov 02, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 11,335 | 280 | 0.01% | 0.01% | 67 | +770 | 7.29% | Q3 2026 | Oct 29, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 9,720 | 240 | 0.05% | 0.05% | 68 | +139 | 1.45% | Q3 2026 | Oct 08, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 9,192 | 227 | 0.0% | 0.01% | 69 | -1,818 | -16.51% | Q3 2026 | Oct 08, 2026 |
| Sowell Financial Services LLC | History | New | 8,482 | 209 | 0.01% | — | 70 | +8,482 | New | Q3 2026 | Oct 23, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,400 | 207 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 6,160 | 152 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 12,042 | 39 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,317 | 32 | 0.0% | — | 74 | +1,317 | New | Q3 2026 | Oct 16, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,183 | 29 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 999 | 24 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 908 | 22 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Rossby Financial, LCC | History | No change | 934 | 22 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 948 | 22 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 877 | 21 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 463 | 11 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 207 | 4 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | New | 124 | 3 | 0.0% | — | 83 | +124 | New | Q3 2026 | Oct 02, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 102 | 2 | 0.0% | 0.0% | 84 | -1 | -0.97% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -673 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Nemes Rush Group LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |