FIRST TRUST EXCHANGE-TRADED FUND VIII - MMSC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trinity Legacy Partners, LLC | History | Added to | 459,108 | 10,992 | 2.52% | 1.07% | 1 | +267,735 | 139.9% | Q4 2025 | Jan 26, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 299,412 | 7,168 | 0.42% | 0.41% | 2 | +2,693 | 0.91% | Q4 2025 | Jan 15, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 261,336 | 6,257 | 1.17% | 1.25% | 3 | -7,945 | -2.95% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 73,237 | 1,753 | 0.0% | 0.0% | 4 | +48,527 | 196.39% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 41,127 | 985 | 0.0% | 0.0% | 5 | -339 | -0.82% | Q4 2025 | Feb 05, 2026 |
| Brookwood Investment Group LLC | History | New | 39,965 | 956 | 0.11% | — | 6 | +39,965 | New | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 26,998 | 646 | 0.0% | 0.0% | 7 | -1,236 | -4.38% | Q4 2025 | Feb 10, 2026 |
| Advisor Resource Council | History | New | 16,635 | 422 | 0.15% | — | 8 | +16,635 | New | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,976 | 358 | 0.0% | 0.0% | 9 | -774 | -4.91% | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | New | 13,273 | 317 | 0.0% | — | 10 | +13,273 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,233 | 292 | 0.0% | 0.0% | 11 | +2,798 | 29.66% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,005 | 239 | 0.0% | — | 12 | +10,005 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,769 | 162 | 0.0% | 0.0% | 13 | +2,472 | 57.53% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,649 | 111 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,772 | 66 | 0.0% | 0.02% | 15 | -32,753 | -92.2% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,086 | 49 | 0.0% | — | 16 | +2,086 | New | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 226 | 5 | 0.0% | — | 17 | +226 | New | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | New | 76 | 1 | 0.0% | — | 18 | +76 | New | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,832 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,000 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,711 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Global Wealth Strategies & Associates | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 02, 2026 |