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 | 54,694 | 1,837 | 0.01% | 0.01% | 1 | -16,246 | -22.9% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 42,783 | 1,437 | 0.02% | 0.02% | 2 | +2,774 | 6.93% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 32,362 | 1,087 | 0.01% | 0.02% | 3 | -500 | -1.52% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,095 | 1,044 | 0.0% | 0.0% | 4 | +12,594 | 68.07% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | Added to | 29,688 | 997 | 0.1% | 0.1% | 5 | +3,074 | 11.55% | Q2 2026 | Jul 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 23,499 | 790 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capasso Planning Partners LLC | History | No change | 23,318 | 783 | 0.39% | 0.41% | 7 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 23,142 | 777 | 0.01% | — | 8 | +23,142 | New | Q2 2026 | Aug 14, 2026 |
| FWG Investments, LLC. | History | No change | 20,569 | 691 | 0.37% | 0.43% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Madrona Financial Services, LLC | History | No change | 18,531 | 622 | 0.11% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Maia Wealth LLC | History | Reduced | 18,202 | 611 | 0.09% | 0.1% | 11 | -547 | -2.92% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 18,140 | 609 | 0.06% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,770 | 563 | 0.0% | 0.0% | 13 | -7,313 | -30.37% | Q2 2026 | Jul 29, 2026 |
| Americana Partners, LLC | History | Reduced | 15,760 | 529 | 0.01% | 0.01% | 14 | -647 | -3.94% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,417 | 518 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,057 | 472 | 0.0% | 0.0% | 16 | -123 | -0.87% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 13,570 | 455 | 0.09% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Added to | 12,786 | 429 | 0.0% | 0.0% | 18 | +828 | 6.92% | Q2 2026 | Aug 13, 2026 |
| BostonPremier Wealth LLC | History | No change | 12,508 | 420 | 0.18% | 0.21% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Reduced | 11,548 | 388 | 0.0% | 0.0% | 20 | -410 | -3.43% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | New | 11,150 | 374 | 0.01% | — | 21 | +11,150 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,600 | 356 | 0.01% | 0.01% | 22 | +2,000 | 23.26% | Q2 2026 | Aug 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 9,465 | 318 | 0.18% | 0.21% | 23 | -9 | -0.09% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | No change | 7,994 | 269 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 7,554 | 253 | 0.04% | — | 25 | +7,554 | New | Q2 2026 | Jul 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 6,933 | 232 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 6,830 | 222 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 6,119 | 205 | 0.03% | 0.04% | 28 | -614 | -9.12% | Q2 2026 | Jul 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 5,420 | 176 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 4,449 | 149 | 0.07% | 0.08% | 30 | -361 | -7.51% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 4,341 | 145 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,529 | 118 | 0.07% | 0.08% | 32 | -3 | -0.08% | Q2 2026 | Jul 21, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 2,987 | 100 | 0.04% | — | 33 | +2,987 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,464 | 82 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,249 | 75 | 0.08% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,215 | 74 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,326 | 44 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 600 | 20 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | New | 333 | 11 | 0.0% | — | 39 | +333 | New | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,497 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,117 | -100.0% | Q2 2026 | Aug 12, 2026 |