FIRST TRUST EXCHANGE-TRADED FUND VIII - LDSF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,404,096 | 26,895 | 0.01% | 0.01% | 1 | +285,201 | 25.49% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,294,143 | 24,790 | 0.0% | — | 2 | +1,294,143 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 540,407 | 10,351 | 0.3% | — | 3 | +540,407 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 368,783 | 7,064 | 0.0% | 0.0% | 4 | +28,249 | 8.3% | Q4 2025 | Feb 18, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 275,170 | 5,266 | 0.21% | 0.23% | 5 | -8,538 | -3.01% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 271,256 | 5,195 | 0.09% | 0.11% | 6 | -12,949 | -4.56% | Q4 2025 | Feb 19, 2026 |
| Mariner, LLC | History | Added to | 245,462 | 4,701 | 0.01% | 0.01% | 7 | +4,590 | 1.91% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 191,423 | 3,666 | 0.01% | 0.01% | 8 | +7,168 | 3.89% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 167,648 | 3,211 | 0.02% | 0.02% | 9 | -1,327 | -0.79% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 88,688 | 1,698 | 0.0% | 0.0% | 10 | -6,458 | -6.79% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 85,352 | 1,636 | 0.11% | 0.13% | 11 | -3,521 | -3.96% | Q4 2025 | Jan 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 81,719 | 1,565 | 0.01% | 0.01% | 12 | -2,370 | -2.82% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | New | 78,309 | 1,500 | 0.07% | — | 13 | +78,309 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 73,466 | 1,407 | 0.0% | 0.0% | 14 | -596 | -0.8% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 72,584 | 1,390 | 0.02% | 0.02% | 15 | -1,839 | -2.47% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,637 | 778 | 0.0% | 0.0% | 16 | -5,036 | -11.03% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 39,144 | 749 | 0.01% | 0.01% | 17 | +6,861 | 21.25% | Q4 2025 | Feb 03, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 38,974 | 746 | 0.3% | 0.33% | 18 | -1,174 | -2.92% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 38,706 | 741 | 0.0% | — | 19 | +38,706 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 35,829 | 686 | 0.0% | 0.0% | 20 | +72 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 34,522 | 661 | 0.02% | 0.02% | 21 | -40 | -0.12% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,084 | 633 | 0.0% | 0.0% | 22 | -4,639 | -12.3% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | No change | 30,788 | 589 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,728 | 569 | 0.0% | 0.0% | 24 | -20,692 | -41.04% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 23,159 | 443 | 0.02% | 0.01% | 25 | +17,347 | 298.47% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 20,560 | 393 | 0.01% | 0.01% | 26 | -1,998 | -8.86% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,048 | 383 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Added to | 19,693 | 377 | 0.24% | 0.2% | 28 | +3,407 | 20.92% | Q4 2025 | Jan 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 16,026 | 306 | 0.01% | 0.01% | 29 | -1,797 | -10.08% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,052 | 288 | 0.0% | 0.0% | 30 | +2,346 | 18.46% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 15,000 | 287 | 0.0% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| XML Financial, LLC | History | No change | 14,989 | 287 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 14,820 | 283 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kovack Advisors, Inc. | History | New | 14,197 | 271 | 0.01% | — | 34 | +14,197 | New | Q4 2025 | Feb 17, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 10,870 | 208 | 0.05% | — | 35 | +10,870 | New | Q4 2025 | Feb 18, 2026 |
| Altus Wealth Group LLC | History | Reduced | 10,711 | 205 | 0.08% | 0.09% | 36 | -1,378 | -11.4% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,206 | 195 | 0.0% | 0.0% | 37 | +38 | 0.37% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Reduced | 8,755 | 167 | 0.01% | 0.01% | 38 | -230 | -2.56% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 7,921 | 152 | 0.0% | 0.0% | 39 | +2,641 | 50.02% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,250 | 100 | 0.01% | — | 40 | +5,250 | New | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,885 | 74 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,530 | 67 | 0.0% | 0.0% | 42 | +313 | 9.73% | Q4 2025 | Feb 09, 2026 |
| Tidemark, LLC | History | No change | 2,922 | 55 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,448 | 46 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,168 | 41 | 0.0% | 0.01% | 45 | -3,978 | -64.73% | Q4 2025 | Feb 06, 2026 |
| TD Capital Management LLC | History | Added to | 2,098 | 40 | 0.0% | 0.0% | 46 | +1,050 | 100.19% | Q4 2025 | Feb 26, 2026 |
| MAI Capital Management | History | No change | 1,194 | 22 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,084 | 20 | 0.0% | 0.0% | 48 | -983 | -47.56% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 400 | 7 | 0.0% | 0.01% | 50 | -400 | -50.0% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | No change | 410 | 7 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 189 | 3 | 0.0% | 0.0% | 51 | +2 | 1.07% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -72,019 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,554 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,509 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,567 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,376 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,567 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 05, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sound Income Strategies, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |