FIRST TRUST EXCHANGE-TRADED FUND VIII - MARM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ignite Planners, LLC | History | No change | 272,928 | 9,315 | 1.28% | 1.41% | 1 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 193,815 | 6,615 | 0.01% | 0.01% | 2 | -4,767 | -2.4% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | Added to | 123,679 | 4,221 | 0.04% | 0.04% | 3 | +10,598 | 9.37% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 74,740 | 2,550 | 0.0% | 0.0% | 4 | -3,661 | -4.67% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 69,078 | 2,357 | 0.01% | 0.01% | 5 | -17,375 | -20.1% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 56,540 | 1,929 | 0.01% | 0.01% | 6 | +735 | 1.32% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 55,580 | 1,897 | 0.0% | 0.0% | 7 | -9,684 | -14.84% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 52,552 | 1,793 | 0.0% | 0.0% | 8 | +2,095 | 4.15% | Q2 2026 | Aug 13, 2026 |
| Madrona Financial Services, LLC | History | No change | 51,822 | 1,768 | 0.33% | 0.38% | 9 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 44,639 | 1,523 | 0.0% | 0.0% | 10 | +3,322 | 8.04% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 44,259 | 1,510 | 0.06% | 0.07% | 11 | -452 | -1.01% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | Reduced | 40,715 | 1,389 | 0.0% | 0.0% | 12 | -2,139 | -4.99% | Q2 2026 | Aug 07, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 39,909 | 1,370 | 0.08% | 0.13% | 13 | -9,361 | -19.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 39,949 | 1,363 | 0.0% | 0.01% | 14 | -856 | -2.1% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 39,405 | 1,344 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capasso Planning Partners LLC | History | Added to | 39,170 | 1,336 | 0.67% | 0.68% | 16 | +1,372 | 3.63% | Q2 2026 | Aug 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 38,343 | 1,308 | 0.0% | — | 17 | +38,343 | New | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 36,212 | 1,235 | 0.08% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 34,201 | 1,167 | 0.11% | 0.13% | 19 | -3,437 | -9.13% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Reduced | 33,927 | 1,157 | 0.01% | 0.01% | 20 | -1,238 | -3.52% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 31,478 | 1,074 | 0.02% | 0.02% | 21 | -1,525 | -4.62% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | New | 10,015 | 900 | 0.07% | — | 22 | +10,015 | New | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 22,988 | 769 | 0.21% | 0.21% | 23 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,246 | 759 | 0.01% | 0.01% | 24 | +1,822 | 8.92% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 18,356 | 626 | 0.1% | 0.13% | 25 | -554 | -2.93% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | New | 18,269 | 623 | 0.01% | — | 26 | +18,269 | New | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | New | 18,107 | 618 | 0.13% | — | 27 | +18,107 | New | Q2 2026 | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 17,621 | 601 | 0.04% | 0.04% | 28 | +290 | 1.67% | Q2 2026 | Jul 27, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 16,629 | 569 | 0.06% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Added to | 16,017 | 546 | 0.0% | 0.0% | 30 | +443 | 2.84% | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | Reduced | 15,674 | 534 | 0.1% | 0.11% | 31 | -109 | -0.69% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,511 | 529 | 0.01% | 0.01% | 32 | -600 | -3.72% | Q2 2026 | Jul 22, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 15,310 | 522 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Climber Capital SA | History | New | 13,798 | 470 | 0.29% | — | 34 | +13,798 | New | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,682 | 466 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | New | 12,534 | 427 | 0.01% | — | 36 | +12,534 | New | Q2 2026 | Aug 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 11,953 | 407 | 0.03% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,994 | 401 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 10,073 | 343 | 0.08% | 0.09% | 39 | -760 | -7.02% | Q2 2026 | Jul 09, 2026 |
| StoneX Group Inc. | History | Added to | 9,525 | 325 | 0.01% | 0.01% | 40 | +2,020 | 26.92% | Q2 2026 | Aug 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 9,450 | 322 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chris Bulman Inc | History | Reduced | 9,382 | 320 | 0.12% | 0.14% | 42 | -148 | -1.55% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 9,180 | 313 | 0.01% | 0.01% | 43 | -2,035 | -18.15% | Q2 2026 | Jul 20, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 8,900 | 303 | 0.07% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Certified Advisory Corp | History | No change | 8,168 | 278 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| First Heartland Consultants, Inc. | History | No change | 8,097 | 276 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,073 | 275 | 0.0% | 0.0% | 47 | +262 | 3.35% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,826 | 267 | 0.0% | 0.01% | 48 | -144 | -1.81% | Q2 2026 | Jul 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 7,770 | 265 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MN Wealth Advisors, LLC | History | No change | 7,650 | 261 | 0.11% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 7,631 | 260 | 0.12% | 0.15% | 51 | -1,148 | -13.08% | Q2 2026 | Jul 31, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 7,600 | 259 | 0.03% | 0.03% | 52 | -800 | -9.52% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,582 | 258 | 0.0% | 0.0% | 53 | -582 | -7.13% | Q2 2026 | Aug 03, 2026 |
| LVZ, Inc. | History | New | 7,373 | 251 | 0.03% | — | 54 | +7,373 | New | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | Reduced | 7,242 | 247 | 0.0% | 0.0% | 55 | -28 | -0.39% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 7,242 | 247 | 0.01% | 0.01% | 56 | -28 | -0.39% | Q2 2026 | Aug 10, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 7,061 | 241 | 0.03% | 0.04% | 57 | -133 | -1.85% | Q2 2026 | Jul 27, 2026 |
| Sage Capital Advisors,llc | History | No change | 6,839 | 233 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 6,799 | 232 | 0.07% | 0.08% | 59 | -348 | -4.87% | Q2 2026 | Jul 24, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,750 | 230 | 0.01% | 0.01% | 60 | -300 | -4.26% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,600 | 225 | 0.0% | 0.0% | 61 | -160 | -2.37% | Q2 2026 | Aug 10, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 6,521 | 222 | 0.06% | 0.07% | 62 | -13 | -0.2% | Q2 2026 | Jul 16, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 5,972 | 203 | 0.03% | — | 63 | +5,972 | New | Q2 2026 | Jul 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 5,503 | 187 | 0.11% | 0.14% | 64 | -48 | -0.86% | Q2 2026 | Jul 21, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 4,993 | 170 | 0.08% | 0.12% | 65 | -1,505 | -23.16% | Q2 2026 | Sep 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,948 | 134 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,688 | 125 | 0.0% | 0.0% | 67 | -1,957 | -34.67% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,000 | 102 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,960 | 101 | 0.0% | 0.0% | 69 | +130 | 4.59% | Q2 2026 | Aug 06, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 2,946 | 100 | 0.06% | 0.09% | 70 | -1,241 | -29.64% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 2,960 | 99 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 1,739 | 59 | 0.0% | — | 72 | +1,739 | New | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,210 | 41 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,000 | 34 | 0.0% | — | 74 | +1,000 | New | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 406 | 13 | 0.0% | 0.0% | 75 | -4,473 | -91.68% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 295 | 10 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 42 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,424 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,890 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,649 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,395 | -100.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,360 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,477 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,475 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,715 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -958 | -100.0% | Q2 2026 | Jul 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |