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 | Reduced | 272,928 | 9,137 | 1.41% | 1.39% | 1 | -1,749 | -0.64% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 198,582 | 6,648 | 0.01% | 0.01% | 2 | +4,105 | 2.11% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Reduced | 113,081 | 3,785 | 0.04% | 0.04% | 3 | -4,159 | -3.55% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 86,453 | 2,894 | 0.01% | 0.01% | 4 | +39,630 | 84.64% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 78,401 | 2,624 | 0.0% | 0.0% | 5 | -12,533 | -13.78% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 65,264 | 2,185 | 0.0% | 0.0% | 6 | +135 | 0.21% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 55,805 | 1,868 | 0.01% | 0.01% | 7 | -4,263 | -7.1% | Q1 2026 | Jun 02, 2026 |
| Madrona Financial Services, LLC | History | Added to | 51,822 | 1,735 | 0.38% | 0.29% | 8 | +10,640 | 25.84% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Reduced | 50,457 | 1,689 | 0.0% | 0.0% | 9 | -3,610 | -6.68% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 49,270 | 1,649 | 0.13% | 0.16% | 10 | -2,340 | -4.53% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 44,711 | 1,496 | 0.07% | 0.08% | 11 | -3,253 | -6.78% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Reduced | 42,854 | 1,434 | 0.0% | 0.0% | 12 | -153 | -0.36% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,317 | 1,383 | 0.0% | 0.0% | 13 | +5,226 | 14.48% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 40,805 | 1,366 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 39,405 | 1,319 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capasso Planning Partners LLC | History | No change | 37,798 | 1,265 | 0.68% | 0.68% | 16 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 37,638 | 1,260 | 0.13% | 0.14% | 17 | -1,893 | -4.79% | Q1 2026 | May 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 36,812 | 1,216 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 35,165 | 1,177 | 0.01% | 0.01% | 19 | -3,610 | -9.31% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 33,003 | 1,104 | 0.02% | 0.02% | 20 | -100 | -0.3% | Q1 2026 | May 01, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 22,988 | 769 | 0.21% | 0.24% | 21 | -189 | -0.82% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,424 | 751 | 0.0% | 0.0% | 22 | +928 | 4.32% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 21,890 | 732 | 0.01% | 0.03% | 23 | -11,401 | -34.25% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,649 | 724 | 0.0% | — | 24 | +21,649 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 20,424 | 683 | 0.01% | 0.02% | 25 | -4,088 | -16.68% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 18,910 | 633 | 0.13% | 0.13% | 26 | +450 | 2.44% | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 17,331 | 580 | 0.04% | 0.05% | 27 | -2,900 | -14.33% | Q1 2026 | Apr 22, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 16,629 | 567 | 0.07% | 0.1% | 28 | -2,817 | -14.49% | Q1 2026 | Jun 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,111 | 539 | 0.01% | 0.01% | 29 | +1,492 | 10.21% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Reduced | 15,783 | 528 | 0.11% | 0.12% | 30 | -600 | -3.66% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 15,574 | 521 | 0.0% | 0.0% | 31 | -1,445 | -8.49% | Q1 2026 | May 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 15,310 | 512 | 0.02% | 0.01% | 32 | +6,177 | 67.63% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,682 | 458 | 0.01% | 0.01% | 33 | -1,150 | -7.75% | Q1 2026 | May 18, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,994 | 401 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 11,953 | 400 | 0.04% | 0.05% | 35 | -2,968 | -19.89% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | No change | 11,215 | 375 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 10,833 | 362 | 0.09% | 0.1% | 37 | -536 | -4.71% | Q1 2026 | May 06, 2026 |
| Chris Bulman Inc | History | Reduced | 9,530 | 319 | 0.14% | 0.15% | 38 | -512 | -5.1% | Q1 2026 | Apr 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 9,450 | 316 | 0.01% | 0.02% | 39 | -5,167 | -35.35% | Q1 2026 | May 06, 2026 |
| Prasad Wealth Partners, LLC | History | New | 8,900 | 297 | 0.08% | — | 40 | +8,900 | New | Q1 2026 | Apr 27, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 8,779 | 293 | 0.15% | 0.15% | 41 | -75 | -0.85% | Q1 2026 | May 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8,400 | 281 | 0.03% | 0.04% | 42 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,164 | 273 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Certified Advisory Corp | History | No change | 8,168 | 273 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,097 | 271 | 0.02% | 0.02% | 45 | -437 | -5.12% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 7,970 | 266 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | No change | 7,811 | 261 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 7,770 | 260 | 0.03% | — | 48 | +7,770 | New | Q1 2026 | Apr 27, 2026 |
| MN Wealth Advisors, LLC | History | No change | 7,650 | 256 | 0.12% | 0.13% | 49 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Added to | 7,505 | 251 | 0.01% | 0.01% | 50 | +1,256 | 20.1% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | New | 7,270 | 243 | 0.0% | — | 51 | +7,270 | New | Q1 2026 | May 12, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 7,194 | 240 | 0.04% | 0.04% | 52 | -1,035 | -12.58% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,270 | 240 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7,147 | 239 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,050 | 236 | 0.01% | 0.02% | 55 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sage Capital Advisors,llc | History | No change | 6,839 | 228 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,760 | 226 | 0.0% | 0.0% | 57 | -300 | -4.25% | Q1 2026 | May 11, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 6,534 | 218 | 0.07% | 0.08% | 58 | -654 | -9.1% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,395 | 214 | 0.0% | — | 59 | +6,395 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 6,360 | 212 | 0.0% | 0.0% | 60 | -437 | -6.43% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,645 | 188 | 0.0% | 0.0% | 61 | -10,796 | -65.67% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 5,551 | 185 | 0.14% | 0.15% | 62 | -75 | -1.33% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 4,879 | 163 | 0.0% | 0.0% | 63 | -200 | -3.94% | Q1 2026 | May 14, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 4,187 | 140 | 0.09% | 0.09% | 64 | -231 | -5.23% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,948 | 132 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 3,477 | 116 | 0.0% | — | 66 | +3,477 | New | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | New | 3,475 | 116 | 0.07% | — | 67 | +3,475 | New | Q1 2026 | May 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,000 | 100 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 2,960 | 99 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,830 | 94 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Noble Wealth Management PBC | History | No change | 1,715 | 57 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,431 | 47 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 1,210 | 41 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 958 | 32 | 0.0% | 0.0% | 74 | -10 | -1.03% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 295 | 9 | 0.0% | 0.0% | 75 | -21 | -6.65% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 42 | 1 | 0.0% | 0.0% | 76 | -234 | -84.78% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -177,495 | -100.0% | Q1 2026 | May 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -99,809 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -89,345 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,399 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -19,875 | -100.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,471 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,078 | -100.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -726 | -100.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |