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 | No change | 441,921 | 12,336 | 2.46% | 2.46% | 1 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 283,251 | 8,371 | 0.44% | 0.44% | 2 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 224,373 | 6,006 | 1.06% | 1.21% | 3 | -6,443 | -2.79% | Q3 2026 | Oct 15, 2026 |
| Cetera Investment Advisers | History | No change | 157,170 | 4,645 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 65,491 | 1,753 | 0.0% | 0.0% | 5 | +6,550 | 11.11% | Q3 2026 | Nov 02, 2026 |
| Advisor Resource Council | History | Added to | 52,299 | 1,429 | 0.48% | 0.29% | 6 | +17,274 | 49.32% | Q3 2026 | Nov 05, 2026 |
| Brookwood Investment Group LLC | History | No change | 47,338 | 1,399 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 42,518 | 1,256 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 36,694 | 982 | 0.0% | — | 9 | +36,694 | New | Q3 2026 | Nov 02, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 25,395 | 750 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 19,428 | 574 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,315 | 363 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,849 | 261 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | New | 9,214 | 246 | 0.0% | — | 14 | +9,214 | New | Q3 2026 | Nov 06, 2026 |
| Vann Equity Management LLC | History | Added to | 7,837 | 209 | 0.12% | 0.14% | 15 | +156 | 2.03% | Q3 2026 | Oct 07, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 2,035 | 54 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| UBS Group AG | History | No change | 129 | 3 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 72 | 2 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,345 | -100.0% | Q3 2026 | Oct 30, 2026 |