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 | No change | 1,712,754 | 32,371 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,656,476 | 31,307 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 532,477 | 10,063 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 351,067 | 6,635 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 240,984 | 4,456 | 0.15% | 0.17% | 5 | -14,626 | -5.72% | Q3 2026 | Oct 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 218,357 | 4,126 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 209,890 | 3,966 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | Added to | 154,674 | 2,849 | 0.1% | 0.11% | 8 | +11,444 | 7.99% | Q3 2026 | Nov 03, 2026 |
| Stenger Family Office, LLC | History | New | 51,511 | 2,507 | 0.34% | — | 9 | +51,511 | New | Q3 2026 | Oct 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 110,449 | 2,034 | 0.01% | 0.01% | 10 | +24,980 | 29.23% | Q3 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 93,559 | 1,768 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 95,969 | 1,767 | 0.01% | 0.01% | 12 | +1,414 | 1.5% | Q3 2026 | Nov 02, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 70,470 | 1,331 | 0.21% | 0.21% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 69,871 | 1,320 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 65,997 | 1,226 | 0.02% | 0.02% | 15 | -11,562 | -14.91% | Q3 2026 | Nov 04, 2026 |
| Cetera Investment Advisers | History | No change | 47,290 | 893 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 41,613 | 786 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 41,969 | 773 | 0.21% | 0.22% | 18 | +1,200 | 2.94% | Q3 2026 | Oct 22, 2026 |
| RFG Advisory, LLC | History | Reduced | 35,415 | 652 | 0.01% | 0.01% | 19 | -2,923 | -7.62% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,590 | 637 | 0.0% | 0.0% | 20 | -1,387 | -3.86% | Q3 2026 | Nov 02, 2026 |
| Sigma Planning Corp | History | Reduced | 31,986 | 589 | 0.02% | 0.02% | 21 | -222 | -0.69% | Q3 2026 | Oct 23, 2026 |
| Mutual Advisors, LLC | History | No change | 28,788 | 544 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 28,889 | 532 | 0.0% | — | 23 | +28,889 | New | Q3 2026 | Nov 02, 2026 |
| Private Advisor Group, LLC | History | No change | 24,407 | 461 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,486 | 443 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 23,261 | 439 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 22,747 | 419 | 0.01% | — | 27 | +22,747 | New | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,687 | 334 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NICOLET BANKSHARES INC | History | No change | 17,203 | 325 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,628 | 314 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MSH Capital Advisors LLC | History | New | 16,779 | 309 | 0.05% | — | 31 | +16,779 | New | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,587 | 287 | 0.0% | 0.0% | 32 | +7 | 0.04% | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 14,820 | 280 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 15,000 | 276 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| XML Financial, LLC | History | No change | 14,989 | 276 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Kovack Advisors, Inc. | History | No change | 14,532 | 274 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 10,870 | 200 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,415 | 191 | 0.0% | 0.0% | 38 | -461 | -4.24% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,887 | 130 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 6,905 | 130 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 3,966 | 74 | 0.0% | 0.0% | 41 | 0 | 0.0% | 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 | 45 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q3 2026 | Oct 20, 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 | 1,306 | 24 | 0.0% | 0.0% | 46 | -160 | -10.91% | Q3 2026 | Nov 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 455 | 8 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 400 | 7 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 308 | 5 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 194 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 146 | 2 | 0.0% | 0.0% | 51 | +2 | 1.39% | Q3 2026 | Nov 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -255,610 | -100.0% | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,850 | -100.0% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,443 | -100.0% | Q3 2026 | Oct 16, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SBI Securities Co., Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |