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 | 272,071 | 9,406 | 1.22% | 1.28% | 1 | -857 | -0.31% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 184,467 | 6,377 | 0.01% | 0.01% | 2 | -9,348 | -4.82% | Q3 2026 | Nov 02, 2026 |
| Brookstone Capital Management | History | Added to | 127,482 | 4,407 | 0.04% | 0.04% | 3 | +3,803 | 3.07% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 83,177 | 2,875 | 0.01% | 0.01% | 4 | +14,099 | 20.41% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 74,740 | 2,550 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 56,540 | 1,929 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 55,580 | 1,897 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 52,552 | 1,793 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 44,639 | 1,523 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 40,715 | 1,389 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 39,949 | 1,363 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 39,405 | 1,362 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Capasso Planning Partners LLC | History | No change | 39,170 | 1,336 | 0.67% | 0.67% | 13 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 38,343 | 1,308 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 36,896 | 1,275 | 0.05% | 0.06% | 15 | -7,363 | -16.64% | Q3 2026 | Oct 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 36,212 | 1,235 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 34,757 | 1,201 | 0.19% | 0.33% | 17 | -17,065 | -32.93% | Q3 2026 | Oct 23, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 34,201 | 1,167 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Reduced | 32,869 | 1,136 | 0.01% | 0.01% | 19 | -1,058 | -3.12% | Q3 2026 | Oct 15, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 32,626 | 1,130 | 0.11% | 0.06% | 20 | +15,997 | 96.2% | Q3 2026 | Oct 19, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 31,698 | 1,095 | 0.06% | 0.08% | 21 | -8,211 | -20.57% | Q3 2026 | Oct 26, 2026 |
| Mutual Advisors, LLC | History | No change | 31,478 | 1,074 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 10,015 | 900 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22,246 | 759 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 18,630 | 644 | 0.0% | — | 25 | +18,630 | New | Q3 2026 | Nov 02, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 18,356 | 634 | 0.09% | 0.1% | 26 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Summit Financial, LLC | History | No change | 18,269 | 623 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 17,670 | 612 | 0.14% | 0.13% | 28 | -437 | -2.41% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 16,017 | 546 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | Reduced | 15,249 | 527 | 0.09% | 0.1% | 30 | -425 | -2.71% | Q3 2026 | Oct 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 15,310 | 522 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,489 | 500 | 0.01% | 0.01% | 32 | -1,022 | -6.59% | Q3 2026 | Oct 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,682 | 466 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Climber Capital SA | History | No change | 13,798 | 452 | 0.28% | 0.29% | 34 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 13,016 | 450 | 0.03% | 0.04% | 35 | -4,605 | -26.13% | Q3 2026 | Oct 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 12,534 | 427 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 11,953 | 413 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,994 | 409 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 9,450 | 326 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Chris Bulman Inc | History | Reduced | 9,369 | 323 | 0.11% | 0.12% | 40 | -13 | -0.14% | Q3 2026 | Oct 20, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 8,900 | 303 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Certified Advisory Corp | History | No change | 8,168 | 282 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| StoneX Group Inc. | History | Reduced | 8,123 | 280 | 0.01% | 0.01% | 43 | -1,402 | -14.72% | Q3 2026 | Nov 03, 2026 |
| First Heartland Consultants, Inc. | History | No change | 8,097 | 279 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 7,973 | 275 | 0.03% | 0.03% | 46 | +203 | 2.61% | Q3 2026 | Oct 27, 2026 |
| Merit Financial Group, LLC | History | No change | 8,073 | 275 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 7,826 | 270 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 7,633 | 263 | 0.11% | 0.11% | 48 | -17 | -0.22% | Q3 2026 | Oct 23, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 7,600 | 262 | 0.02% | 0.03% | 49 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Integrity Financial Corp /WA | History | No change | 7,631 | 260 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,493 | 259 | 0.0% | — | 51 | +7,493 | New | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,582 | 258 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Creative Planning | History | No change | 7,242 | 250 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,242 | 247 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SageGuard Financial Group, LLC | History | No change | 7,061 | 241 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sage Capital Advisors,llc | History | No change | 6,839 | 236 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6,799 | 235 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 6,750 | 233 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,600 | 225 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LifeWealth Investments, LLC | History | No change | 6,521 | 225 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 5,972 | 206 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 5,449 | 188 | 0.11% | 0.11% | 62 | -54 | -0.98% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,948 | 134 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,688 | 125 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,000 | 102 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,960 | 101 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,946 | 101 | 0.05% | 0.06% | 67 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,540 | 87 | 0.0% | 0.01% | 68 | -6,640 | -72.33% | Q3 2026 | Oct 16, 2026 |
| UBS Group AG | History | No change | 1,739 | 59 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,210 | 41 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,000 | 34 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 900 | 31 | 0.0% | — | 72 | +900 | New | Q3 2026 | Oct 08, 2026 |
| BARCLAYS PLC | History | No change | 406 | 13 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 295 | 10 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 42 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -10,073 | -100.0% | Q3 2026 | Oct 14, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,373 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,993 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |