FIRST TRUST EXCHANGE-TRADED FUND VIII - OCTM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Reduced | 70,940 | 2,307 | 0.01% | 0.01% | 1 | -153 | -0.22% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 40,009 | 1,301 | 0.02% | 0.01% | 2 | +27,907 | 230.6% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 32,862 | 1,069 | 0.02% | 0.02% | 3 | -847 | -2.51% | Q1 2026 | Apr 22, 2026 |
| LVZ, Inc. | History | No change | 26,614 | 865 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,497 | 797 | 0.0% | 0.0% | 5 | -5,298 | -17.78% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 24,083 | 783 | 0.0% | 0.0% | 6 | -2,870 | -10.65% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 23,499 | 764 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capasso Planning Partners LLC | History | Added to | 23,318 | 758 | 0.41% | 0.39% | 8 | +1,265 | 5.74% | Q1 2026 | May 27, 2026 |
| FWG Investments, LLC. | History | No change | 20,569 | 669 | 0.43% | 0.43% | 9 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Maia Wealth LLC | History | New | 18,749 | 609 | 0.1% | — | 10 | +18,749 | New | Q1 2026 | May 08, 2026 |
| Madrona Financial Services, LLC | History | No change | 18,531 | 602 | 0.13% | 0.13% | 11 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,501 | 601 | 0.0% | 0.0% | 12 | +6,594 | 55.38% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 18,140 | 590 | 0.07% | 0.08% | 13 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Americana Partners, LLC | History | Reduced | 16,407 | 533 | 0.01% | 0.01% | 14 | -126 | -0.76% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,417 | 501 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 14,180 | 461 | 0.0% | 0.0% | 16 | +361 | 2.61% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | No change | 13,570 | 441 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BostonPremier Wealth LLC | History | No change | 12,508 | 406 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Reduced | 11,958 | 388 | 0.0% | 0.0% | 19 | -462 | -3.72% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 11,958 | 388 | 0.0% | 0.0% | 20 | -462 | -3.72% | Q1 2026 | May 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 9,474 | 308 | 0.21% | 0.2% | 21 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,600 | 279 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | No change | 7,994 | 260 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 6,933 | 225 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 6,830 | 222 | 0.0% | 0.0% | 25 | -23 | -0.34% | Q1 2026 | May 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 6,733 | 219 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 5,420 | 176 | 0.05% | 0.06% | 27 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | Added to | 4,810 | 156 | 0.08% | 0.08% | 28 | +50 | 1.05% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 4,341 | 141 | 0.0% | 0.0% | 29 | -554 | -11.32% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,532 | 114 | 0.08% | 0.1% | 30 | -3 | -0.08% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,464 | 80 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,249 | 73 | 0.07% | 0.08% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,215 | 72 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,326 | 43 | 0.0% | 0.0% | 34 | -15 | -1.12% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 1,117 | 36 | 0.0% | — | 35 | +1,117 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 675 | 22 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 600 | 19 | 0.0% | 0.0% | 37 | -175 | -22.58% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,570 | -100.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,031 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,278 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -461 | -100.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | Apr 09, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 05, 2026 |