FIRST TRUST EXCHANGE-TRADED FUND VIII - MARM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ignite Planners, LLC | History | No change | 274,677 | 9,112 | 1.39% | 1.47% | 1 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 194,477 | 6,428 | 0.01% | 0.01% | 2 | -12,611 | -6.09% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 177,495 | 5,867 | 0.0% | 0.0% | 3 | +1,149 | 0.65% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 117,240 | 3,875 | 0.04% | 0.04% | 4 | +2,270 | 1.97% | Q4 2025 | Jan 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 99,809 | 3,299 | 0.69% | 0.72% | 5 | -913 | -0.91% | Q4 2025 | Jan 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 90,934 | 3,005 | 0.0% | 0.0% | 6 | -2,675 | -2.86% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 89,345 | 2,953 | 0.29% | 0.31% | 7 | -1,573 | -1.73% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 65,129 | 2,152 | 0.0% | 0.0% | 8 | +112 | 0.17% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 60,068 | 1,985 | 0.01% | 0.01% | 9 | +555 | 0.93% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 54,067 | 1,787 | 0.0% | 0.0% | 10 | +36,880 | 214.58% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 51,610 | 1,705 | 0.16% | 0.21% | 11 | +1,911 | 3.85% | Q4 2025 | Jan 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 47,964 | 1,585 | 0.08% | 0.1% | 12 | -1,187 | -2.42% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 46,823 | 1,547 | 0.01% | 0.01% | 13 | -22,556 | -32.51% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 43,007 | 1,421 | 0.0% | 0.0% | 14 | -10 | -0.02% | Q4 2025 | Feb 11, 2026 |
| Madrona Financial Services, LLC | History | No change | 41,182 | 1,361 | 0.29% | 0.3% | 15 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 40,805 | 1,348 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Edge Advisors, LLC | History | New | 39,531 | 1,306 | 0.14% | — | 17 | +39,531 | New | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 39,405 | 1,302 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Added to | 38,775 | 1,281 | 0.01% | 0.01% | 19 | +1,859 | 5.04% | Q4 2025 | Feb 05, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 37,798 | 1,249 | 0.68% | 1.23% | 20 | -23,878 | -38.72% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 36,812 | 1,216 | 0.09% | 0.08% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,091 | 1,192 | 0.0% | 0.0% | 22 | -1,514 | -4.03% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 33,291 | 1,100 | 0.03% | 0.01% | 23 | +23,603 | 243.63% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 33,103 | 1,094 | 0.02% | 0.02% | 24 | +316 | 0.96% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 25,000 | 826 | 0.0% | 0.0% | 25 | +2,378 | 10.51% | Q4 2025 | Mar 25, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 24,512 | 810 | 0.02% | 0.02% | 26 | -8,308 | -25.31% | Q4 2025 | Feb 09, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 23,177 | 766 | 0.24% | 0.29% | 27 | -6,957 | -23.09% | Q4 2025 | Feb 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 22,399 | 740 | 0.01% | 0.01% | 28 | -26,222 | -53.93% | Q4 2025 | Jan 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,496 | 711 | 0.0% | 0.0% | 29 | -4,083 | -15.96% | Q4 2025 | Feb 05, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 20,231 | 668 | 0.05% | 0.06% | 30 | -2,495 | -10.98% | Q4 2025 | Jan 23, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 19,875 | 656 | 0.19% | 0.2% | 31 | -337 | -1.67% | Q4 2025 | Feb 09, 2026 |
| Foguth Wealth Management, LLC. | History | New | 19,446 | 642 | 0.1% | — | 32 | +19,446 | New | Q4 2025 | Jan 05, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 18,460 | 610 | 0.13% | 0.16% | 33 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 17,019 | 562 | 0.0% | 0.0% | 34 | +5,475 | 47.43% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,441 | 543 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | Reduced | 16,383 | 541 | 0.12% | 0.16% | 36 | -2,212 | -11.9% | Q4 2025 | Feb 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 14,921 | 493 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,832 | 490 | 0.01% | 0.01% | 38 | +6,982 | 88.94% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,619 | 483 | 0.01% | 0.01% | 40 | -3,906 | -21.09% | Q4 2025 | Jan 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 14,617 | 483 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,471 | 412 | 0.0% | 0.0% | 41 | +1,820 | 17.09% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,994 | 396 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 11,369 | 375 | 0.1% | 0.1% | 43 | -1,545 | -11.96% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | Added to | 11,215 | 370 | 0.01% | 0.01% | 44 | +2,850 | 34.07% | Q4 2025 | Feb 06, 2026 |
| Chris Bulman Inc | History | Reduced | 10,042 | 331 | 0.15% | 0.17% | 45 | -624 | -5.85% | Q4 2025 | Jan 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 9,133 | 301 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 8,854 | 292 | 0.15% | 0.14% | 47 | -390 | -4.22% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | No change | 8,534 | 282 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8,400 | 277 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SageGuard Financial Group, LLC | History | New | 8,229 | 272 | 0.04% | — | 50 | +8,229 | New | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,164 | 269 | 0.0% | 0.0% | 51 | +30 | 0.37% | Q4 2025 | Feb 10, 2026 |
| Certified Advisory Corp | History | No change | 8,168 | 269 | 0.02% | 0.03% | 52 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | New | 7,811 | 258 | 0.0% | — | 53 | +7,811 | New | Q4 2025 | Jan 26, 2026 |
| MN Wealth Advisors, LLC | History | No change | 7,650 | 252 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,270 | 240 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LifeWealth Investments, LLC | History | No change | 7,188 | 237 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7,147 | 236 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,050 | 233 | 0.02% | 0.02% | 58 | -1,350 | -16.07% | Q4 2025 | Feb 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 7,060 | 233 | 0.0% | 0.0% | 59 | -8 | -0.11% | Q4 2025 | Feb 12, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 6,839 | 226 | 0.05% | 0.07% | 60 | -2,574 | -27.35% | Q4 2025 | Jan 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 6,797 | 224 | 0.0% | — | 61 | +6,797 | New | Q4 2025 | Feb 18, 2026 |
| StoneX Group Inc. | History | New | 6,249 | 206 | 0.01% | — | 62 | +6,249 | New | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 5,626 | 185 | 0.15% | — | 63 | +5,626 | New | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Reduced | 5,079 | 167 | 0.0% | 0.0% | 64 | -723 | -12.46% | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 4,418 | 146 | 0.09% | 0.19% | 65 | -4,243 | -48.99% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,948 | 130 | 0.0% | 0.0% | 66 | -2,740 | -40.97% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,000 | 99 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 2,960 | 98 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,830 | 93 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Noble Wealth Management PBC | History | No change | 1,715 | 56 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,431 | 47 | 0.0% | 0.0% | 71 | -2,000 | -58.29% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 1,210 | 40 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 1,078 | 35 | 0.0% | 0.0% | 73 | -729 | -40.34% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 968 | 31 | 0.0% | 0.0% | 74 | +162 | 20.1% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 726 | 23 | 0.0% | — | 75 | +726 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 316 | 10 | 0.0% | 0.0% | 76 | -861 | -73.15% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 276 | 9 | 0.0% | — | 77 | +276 | New | Q4 2025 | Feb 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -24,311 | -100.0% | Q3 2025 | Feb 02, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,551 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,507 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |