FIRST TRUST EXCHANGE-TRADED FUND VIII - MMSC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trinity Legacy Partners, LLC | History | Reduced | 441,921 | 12,336 | 2.46% | 2.61% | 1 | -18,362 | -3.99% | Q2 2026 | Jul 24, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 230,816 | 6,821 | 1.21% | 1.16% | 2 | -23,767 | -9.34% | Q2 2026 | Jul 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 285,312 | 6,764 | 0.4% | 0.4% | 3 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 157,170 | 4,645 | 0.0% | 0.0% | 4 | +13,282 | 9.23% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 58,941 | 1,742 | 0.0% | 0.0% | 5 | +9,310 | 18.76% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 47,338 | 1,399 | 0.16% | 0.16% | 6 | -7,679 | -13.96% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 42,518 | 1,256 | 0.0% | 0.0% | 7 | +14,818 | 53.49% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | Added to | 35,025 | 1,012 | 0.29% | 0.23% | 8 | +5,223 | 17.53% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 25,395 | 750 | 0.02% | 0.01% | 9 | +2,545 | 11.14% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | Reduced | 19,428 | 574 | 0.0% | 0.0% | 10 | -69 | -0.35% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 12,315 | 363 | 0.0% | — | 11 | +12,315 | New | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,849 | 261 | 0.0% | 0.0% | 12 | +4,200 | 90.34% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,345 | 246 | 0.0% | 0.0% | 13 | -976 | -10.47% | Q2 2026 | Jul 28, 2026 |
| Vann Equity Management LLC | History | Reduced | 7,681 | 227 | 0.14% | 0.15% | 14 | -1,223 | -13.74% | Q2 2026 | Aug 05, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 2,035 | 60 | 0.01% | 0.01% | 15 | +459 | 29.12% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | New | 129 | 3 | 0.0% | — | 16 | +129 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 72 | 2 | 0.0% | — | 17 | +72 | New | Q2 2026 | Aug 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38,467 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,065 | -100.0% | Q2 2026 | Aug 12, 2026 |