FIRST TRUST EXCHANGE-TRADED FUND VIII - LDSF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,693,918 | 32,048 | 0.01% | 0.01% | 1 | +289,822 | 20.64% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,654,575 | 31,305 | 0.01% | 0.0% | 2 | +360,432 | 27.85% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 566,953 | 10,726 | 0.3% | 0.3% | 3 | +26,546 | 4.91% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 378,471 | 7,160 | 0.0% | 0.0% | 4 | +9,688 | 2.63% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 265,279 | 5,065 | 0.19% | 0.21% | 5 | -9,891 | -3.59% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 241,798 | 4,574 | 0.01% | 0.01% | 6 | -3,664 | -1.49% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 232,698 | 4,402 | 0.02% | 0.02% | 7 | +65,050 | 38.8% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 164,803 | 3,118 | 0.01% | 0.01% | 8 | -26,620 | -13.91% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 142,513 | 2,696 | 0.03% | — | 9 | +142,513 | New | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 105,609 | 1,998 | 0.11% | 0.07% | 10 | +27,300 | 34.86% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 92,991 | 1,759 | 0.0% | 0.0% | 11 | +4,303 | 4.85% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 85,556 | 1,618 | 0.01% | 0.01% | 12 | +3,837 | 4.7% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 77,475 | 1,465 | 0.02% | 0.02% | 13 | +4,891 | 6.74% | Q1 2026 | Apr 14, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 74,492 | 1,409 | 0.26% | 0.3% | 14 | +35,518 | 91.13% | Q1 2026 | Apr 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 62,012 | 1,173 | 0.09% | 0.11% | 15 | -23,340 | -27.35% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 40,821 | 772 | 0.01% | 0.01% | 16 | +1,677 | 4.28% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,715 | 732 | 0.0% | 0.0% | 17 | +2,886 | 8.05% | Q1 2026 | Apr 24, 2026 |
| Sigma Planning Corp | History | Added to | 34,525 | 653 | 0.02% | 0.02% | 18 | +3 | 0.01% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 31,178 | 589 | 0.0% | 0.0% | 19 | -1,906 | -5.76% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 28,788 | 544 | 0.01% | 0.01% | 20 | -2,000 | -6.5% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,670 | 542 | 0.0% | 0.0% | 21 | -44,796 | -60.98% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,909 | 528 | 0.0% | 0.0% | 22 | -12,728 | -31.32% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,060 | 511 | 0.0% | 0.0% | 23 | -2,668 | -8.97% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 23,165 | 438 | 0.02% | 0.02% | 24 | +6 | 0.03% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | New | 21,525 | 407 | 0.14% | — | 25 | +21,525 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,066 | 379 | 0.0% | — | 27 | +20,066 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,048 | 379 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,700 | 334 | 0.0% | 0.01% | 28 | -2,860 | -13.91% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 15,000 | 283 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| XML Financial, LLC | History | No change | 14,989 | 283 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 14,820 | 280 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,363 | 271 | 0.01% | 0.01% | 32 | +166 | 1.17% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,728 | 240 | 0.0% | 0.0% | 33 | -2,324 | -15.44% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 10,870 | 205 | 0.04% | 0.05% | 34 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,639 | 201 | 0.0% | 0.0% | 35 | +433 | 4.24% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | New | 10,443 | 197 | 0.0% | — | 36 | +10,443 | New | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Reduced | 7,715 | 145 | 0.0% | 0.0% | 37 | -206 | -2.6% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 6,838 | 129 | 0.0% | 0.01% | 38 | -1,917 | -21.9% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 6,304 | 119 | 0.0% | — | 39 | +6,304 | New | Q1 2026 | May 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,479 | 84 | 0.0% | 0.0% | 40 | +949 | 26.88% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,885 | 73 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | No change | 2,922 | 55 | 0.01% | 0.02% | 42 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,448 | 46 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TD Capital Management LLC | History | No change | 2,098 | 39 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,992 | 37 | 0.0% | 0.0% | 45 | -176 | -8.12% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | No change | 1,194 | 22 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 392 | 7 | 0.0% | — | 47 | +391 | 39100.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 410 | 7 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 400 | 7 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 189 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 116 | 2 | 0.0% | 0.0% | 51 | -968 | -89.3% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -271,256 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,706 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -19,693 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,026 | -100.0% | Q1 2026 | May 14, 2026 |
| Altus Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,711 | -100.0% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,250 | -100.0% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |