FIRST TRUST EXCHANGE-TRADED FUND VIII - MMLG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Reduced | 371,240 | 11,638 | 0.02% | 0.02% | 1 | -3,384 | -0.9% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 310,970 | 9,748 | 0.0% | 0.0% | 2 | -55,651 | -15.18% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 112,186 | 3,517 | 0.0% | 0.0% | 3 | +3,075 | 2.82% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 84,416 | 2,646 | 0.07% | 0.1% | 4 | -7,915 | -8.57% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 71,479 | 2,240 | 0.1% | 0.12% | 5 | -2,680 | -3.61% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 47,919 | 1,502 | 0.0% | 0.0% | 6 | +3,269 | 7.32% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 43,234 | 1,355 | 0.05% | 0.08% | 7 | +21,698 | 100.75% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 41,367 | 1,296 | 0.02% | 0.02% | 8 | -1,509 | -3.52% | Q1 2026 | Apr 20, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 35,558 | 1,260 | 0.9% | 0.98% | 9 | -6,397 | -15.25% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,543 | 1,208 | 0.0% | 0.0% | 10 | +492 | 1.29% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,675 | 1,024 | 0.0% | 0.01% | 11 | -612 | -1.84% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 28,575 | 895 | 0.0% | 0.0% | 12 | +2,660 | 10.26% | Q1 2026 | May 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 27,860 | 873 | 0.33% | — | 14 | +27,860 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 27,860 | 873 | 0.33% | 0.39% | 13 | -92 | -0.33% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 26,562 | 832 | 0.01% | 0.02% | 15 | -1,094 | -3.96% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 26,491 | 830 | 0.16% | 0.19% | 16 | -1,307 | -4.7% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 18,790 | 589 | 0.02% | — | 17 | +18,790 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 15,493 | 548 | 0.0% | 0.0% | 18 | -3,951 | -20.32% | Q1 2026 | May 15, 2026 |
| Centric Wealth Management | History | Reduced | 9,048 | 320 | 0.06% | 0.11% | 19 | -6,528 | -41.91% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,738 | 273 | 0.0% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 8,000 | 250 | 0.22% | — | 21 | +8,000 | New | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | New | 7,111 | 222 | 0.0% | — | 22 | +7,111 | New | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,394 | 200 | 0.01% | 0.01% | 23 | +4 | 0.06% | Q1 2026 | Jun 18, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 5,000 | 156 | 0.45% | 0.5% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,800 | 119 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,520 | 53 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 1,320 | 41 | 0.0% | 0.0% | 27 | -680 | -34.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,067 | 33 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 570 | 20 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 498 | 15 | 0.0% | 0.0% | 30 | +301 | 152.79% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 450 | 14 | 0.0% | — | 31 | +450 | New | Q1 2026 | May 01, 2026 |
| Davis Capital Management | History | No change | 430 | 13 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Caitlin John, LLC | History | No change | 313 | 9 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -31,945 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,890 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,000 | -100.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,352 | -100.0% | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 31 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |