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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | History | Reduced | 31,212 | 1,067 | 0.01% | 0.01% | 1 | -1,150 | -3.55% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 30,603 | 1,047 | 0.02% | 0.02% | 2 | -12,180 | -28.47% | Q3 2026 | Nov 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,095 | 1,044 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | Reduced | 26,429 | 904 | 0.09% | 0.1% | 4 | -3,259 | -10.98% | Q3 2026 | Oct 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 23,499 | 790 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capasso Planning Partners LLC | History | No change | 23,318 | 783 | 0.39% | 0.39% | 6 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 23,142 | 777 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 20,948 | 717 | 0.0% | — | 8 | +20,948 | New | Q3 2026 | Nov 02, 2026 |
| FWG Investments, LLC. | History | No change | 20,569 | 703 | 0.34% | 0.37% | 9 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Madrona Financial Services, LLC | History | No change | 18,531 | 634 | 0.1% | 0.11% | 10 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 18,140 | 620 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,282 | 557 | 0.0% | 0.01% | 12 | -38,412 | -70.23% | Q3 2026 | Nov 02, 2026 |
| Americana Partners, LLC | History | Reduced | 15,674 | 536 | 0.01% | 0.01% | 13 | -86 | -0.55% | Q3 2026 | Oct 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,417 | 527 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 14,279 | 489 | 0.01% | — | 15 | +14,279 | New | Q3 2026 | Nov 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,983 | 478 | 0.0% | 0.0% | 16 | -2,787 | -16.62% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 14,057 | 472 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 13,570 | 464 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Mariner, LLC | History | No change | 12,786 | 429 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BostonPremier Wealth LLC | History | No change | 12,508 | 427 | 0.17% | 0.18% | 20 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Atria Investments, Inc | History | Reduced | 11,173 | 382 | 0.0% | 0.0% | 21 | -375 | -3.25% | Q3 2026 | Oct 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,150 | 374 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,600 | 362 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 9,458 | 323 | 0.18% | 0.18% | 24 | -7 | -0.07% | Q3 2026 | Nov 09, 2026 |
| Capital Analysts, LLC | History | No change | 7,994 | 269 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,151 | 245 | 0.0% | — | 26 | +7,151 | New | Q3 2026 | Oct 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 6,933 | 232 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 6,119 | 209 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Integrity Financial Corp /WA | History | No change | 4,449 | 149 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 4,341 | 148 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,523 | 120 | 0.07% | 0.07% | 31 | -6 | -0.17% | Q3 2026 | Oct 28, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 2,987 | 102 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,464 | 84 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,249 | 76 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,215 | 74 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,326 | 44 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | New | 923 | 31 | 0.0% | — | 37 | +923 | New | Q3 2026 | Oct 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 600 | 20 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| UBS Group AG | History | No change | 333 | 11 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -18,202 | -100.0% | Q3 2026 | Oct 19, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,554 | -100.0% | Q3 2026 | Oct 21, 2026 |