FIRST TRUST EXCHANGE-TRADED FUND VIII - OCTM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Added to | 71,093 | 2,321 | 0.01% | 0.01% | 1 | +20,998 | 41.92% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 33,709 | 1,100 | 0.02% | 0.03% | 2 | -18,208 | -35.07% | Q4 2025 | Jan 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 29,795 | 973 | 0.0% | 0.0% | 3 | -13,734 | -31.55% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,953 | 880 | 0.0% | 0.0% | 4 | +12,399 | 85.19% | Q4 2025 | Feb 12, 2026 |
| LVZ, Inc. | History | Reduced | 26,614 | 869 | 0.1% | 0.11% | 5 | -2,300 | -7.95% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,499 | 767 | 0.0% | 0.0% | 6 | +772 | 3.4% | Q4 2025 | Feb 11, 2026 |
| Capasso Planning Partners LLC | History | Added to | 22,053 | 720 | 0.39% | 0.42% | 7 | +663 | 3.1% | Q4 2025 | Feb 17, 2026 |
| FWG Investments, LLC. | History | New | 20,569 | 671 | 0.43% | — | 8 | +20,569 | New | Q4 2025 | Jan 28, 2026 |
| Madrona Financial Services, LLC | History | New | 18,531 | 605 | 0.13% | — | 9 | +18,531 | New | Q4 2025 | Jan 22, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 18,140 | 592 | 0.08% | 0.08% | 10 | +800 | 4.61% | Q4 2025 | Feb 03, 2026 |
| IMC-Chicago, LLC | History | New | 17,570 | 573 | 0.0% | — | 11 | +17,570 | New | Q4 2025 | Jan 29, 2026 |
| Americana Partners, LLC | History | New | 16,533 | 539 | 0.01% | — | 12 | +16,533 | New | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | New | 15,417 | 503 | 0.01% | — | 13 | +15,417 | New | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 13,819 | 451 | 0.0% | 0.0% | 14 | +3,745 | 37.17% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | New | 13,570 | 443 | 0.1% | — | 15 | +13,570 | New | Q4 2025 | Feb 17, 2026 |
| BostonPremier Wealth LLC | History | No change | 12,508 | 408 | 0.21% | 0.2% | 16 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Mariner, LLC | History | New | 12,420 | 405 | 0.0% | — | 17 | +12,420 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 12,420 | 405 | 0.0% | 0.0% | 18 | +606 | 5.13% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,102 | 395 | 0.01% | 0.0% | 19 | +11,318 | 1443.62% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,907 | 388 | 0.0% | 0.0% | 20 | -4,740 | -28.47% | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 9,474 | 310 | 0.2% | 0.22% | 21 | -215 | -2.22% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,600 | 280 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,031 | 262 | 0.0% | 0.0% | 23 | -18,969 | -70.26% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | No change | 7,994 | 261 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 6,933 | 226 | 0.01% | — | 25 | +6,933 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | New | 6,853 | 224 | 0.0% | — | 26 | +6,853 | New | Q4 2025 | Jan 26, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 6,733 | 219 | 0.04% | — | 27 | +6,733 | New | Q4 2025 | Jan 28, 2026 |
| Anfield Capital Management, LLC | History | No change | 5,420 | 176 | 0.06% | 0.05% | 28 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Reduced | 4,895 | 159 | 0.0% | 0.0% | 29 | -1,033 | -17.43% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | New | 4,760 | 155 | 0.08% | — | 30 | +4,760 | New | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,535 | 115 | 0.1% | 0.12% | 31 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,464 | 80 | 0.0% | 0.0% | 32 | -1,643 | -40.0% | Q4 2025 | Jan 23, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,249 | 73 | 0.08% | 0.02% | 33 | +1,798 | 398.67% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,215 | 72 | 0.0% | 0.0% | 34 | +615 | 38.44% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | New | 1,341 | 43 | 0.0% | — | 35 | +1,341 | New | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 1,278 | 41 | 0.0% | — | 36 | +1,278 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 775 | 25 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 675 | 22 | 0.0% | — | 38 | +675 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 461 | 15 | 0.0% | 0.0% | 39 | -2,206 | -82.71% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 327 | 10 | 0.0% | — | 40 | +327 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 160 | 5 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 81 | 2 | 0.0% | 0.0% | 42 | -146 | -64.32% | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,005 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,325 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,180 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,117 | -100.0% | Q3 2025 | Nov 18, 2025 |