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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | Added to | 1,712,754 | 32,371 | 0.0% | 0.01% | 1 | +58,179 | 3.52% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 1,656,476 | 31,307 | 0.01% | 0.01% | 2 | -37,442 | -2.21% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Reduced | 532,477 | 10,063 | 0.07% | 0.3% | 3 | -34,476 | -6.08% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 351,067 | 6,635 | 0.0% | 0.0% | 4 | -27,404 | -7.24% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 255,610 | 4,831 | 0.08% | — | 6 | +255,610 | New | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 255,610 | 4,831 | 0.17% | 0.19% | 5 | -9,669 | -3.64% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 218,357 | 4,126 | 0.02% | 0.02% | 7 | -14,341 | -6.16% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 209,890 | 3,966 | 0.01% | 0.01% | 8 | +45,087 | 27.36% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | Added to | 143,230 | 2,707 | 0.11% | 0.11% | 9 | +37,621 | 35.62% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 94,555 | 1,787 | 0.01% | — | 10 | +94,555 | New | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 93,559 | 1,768 | 0.0% | 0.0% | 11 | +568 | 0.61% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 85,469 | 1,615 | 0.01% | 0.01% | 12 | -87 | -0.1% | Q2 2026 | Jul 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 77,559 | 1,465 | 0.02% | 0.02% | 13 | +84 | 0.11% | Q2 2026 | Jul 15, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 70,470 | 1,331 | 0.21% | 0.26% | 14 | -4,022 | -5.4% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 69,871 | 1,320 | 0.08% | 0.09% | 15 | +7,859 | 12.67% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 47,290 | 893 | 0.0% | 0.0% | 16 | +16,112 | 51.68% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 41,613 | 786 | 0.0% | — | 17 | +41,613 | New | Q2 2026 | Sep 02, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 40,769 | 770 | 0.22% | 0.14% | 18 | +19,244 | 89.4% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 38,338 | 724 | 0.01% | 0.01% | 19 | -2,483 | -6.08% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,977 | 679 | 0.0% | 0.0% | 20 | +8,917 | 32.95% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | Reduced | 32,208 | 608 | 0.02% | 0.02% | 21 | -2,317 | -6.71% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 28,788 | 544 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 24,407 | 461 | 0.0% | 0.0% | 23 | -14,308 | -36.96% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,486 | 443 | 0.0% | 0.0% | 24 | -4,423 | -15.85% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 23,261 | 439 | 0.01% | 0.02% | 25 | +96 | 0.41% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 17,850 | 337 | 0.02% | — | 26 | +17,850 | New | Q2 2026 | Jul 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,687 | 334 | 0.0% | 0.0% | 27 | -13 | -0.07% | Q2 2026 | Aug 04, 2026 |
| NICOLET BANKSHARES INC | History | New | 17,203 | 325 | 0.01% | — | 28 | +17,203 | New | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,628 | 314 | 0.0% | 0.0% | 29 | +3,900 | 30.64% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,580 | 294 | 0.0% | 0.0% | 30 | -4,468 | -22.29% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 15,000 | 283 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XML Financial, LLC | History | No change | 14,989 | 283 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 14,820 | 280 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,532 | 274 | 0.01% | 0.01% | 34 | +169 | 1.18% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,876 | 205 | 0.0% | 0.0% | 35 | +237 | 2.23% | Q2 2026 | Jul 28, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 10,870 | 205 | 0.03% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 10,443 | 197 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 7,715 | 145 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,887 | 130 | 0.0% | 0.0% | 39 | +2,408 | 53.76% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 6,905 | 130 | 0.0% | 0.0% | 40 | +67 | 0.98% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 3,966 | 74 | 0.0% | — | 41 | +3,966 | New | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,885 | 73 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 2,922 | 55 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,448 | 46 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Capital Management LLC | History | No change | 2,098 | 39 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,466 | 27 | 0.0% | 0.0% | 46 | -526 | -26.41% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | New | 455 | 8 | 0.0% | — | 47 | +455 | New | Q2 2026 | Jul 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 410 | 7 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 400 | 7 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 308 | 5 | 0.0% | — | 50 | +308 | New | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 194 | 3 | 0.0% | — | 51 | +194 | New | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 144 | 2 | 0.0% | — | 52 | +144 | New | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -241,798 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.03% | — | -142,513 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,670 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,066 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,194 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -391 | -99.74% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 2 | 0 | — | 0.0% | — | -114 | -98.28% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |