FIRST TRUST EXCHANGE-TRADED FUND VIII - NOVM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Clear Creek Financial Management, LLC | History | No change | 86,897 | 2,930 | 0.19% | 0.19% | 1 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 54,458 | 1,837 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 51,381 | 1,732 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,491 | 1,163 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 27,962 | 943 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 24,452 | 824 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Madrona Financial Services, LLC | History | No change | 19,749 | 666 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 18,910 | 637 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 15,855 | 534 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 15,320 | 516 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 13,949 | 470 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 12,681 | 427 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capasso Planning Partners LLC | History | No change | 12,055 | 406 | 0.2% | 0.2% | 13 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Geneos Wealth Management Inc. | History | No change | 11,980 | 404 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 11,965 | 403 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 11,264 | 379 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | No change | 8,653 | 291 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 7,180 | 242 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 7,127 | 240 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 7,025 | 236 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PKS Advisory Services, LLC | History | No change | 5,980 | 201 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Analysts, LLC | History | No change | 1,474 | 50 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,226 | 41 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | No change | 1,230 | 41 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | New | 910 | 31 | 0.0% | — | 25 | +910 | New | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 909 | 30 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 800 | 26 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 750 | 25 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 458 | 15 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bernard Wealth Management Corp. | History | No change | 305 | 10 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 265 | 8 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |