FIRST TRUST EXCHANGE-TRADED FUND VIII - QCAP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | History | Reduced | 289,639 | 6,949 | 0.53% | 1.0% | 1 | -267,952 | -48.06% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 79,981 | 1,919 | 0.0% | 0.0% | 2 | -11,875 | -12.93% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 75,305 | 1,806 | 0.01% | 0.0% | 3 | +36,617 | 94.65% | Q1 2026 | Apr 30, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 54,372 | 1,304 | 0.91% | 0.93% | 4 | -2,830 | -4.95% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 44,883 | 1,076 | 0.02% | 0.02% | 5 | +4,840 | 12.09% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 41,179 | 988 | 0.0% | 0.0% | 6 | -17,682 | -30.04% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 41,180 | 988 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,011 | 744 | 0.0% | 0.0% | 8 | +9,403 | 43.52% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Reduced | 24,749 | 593 | 0.14% | 0.15% | 9 | -30 | -0.12% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,652 | 375 | 0.0% | 0.0% | 10 | -7,296 | -31.79% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 14,819 | 355 | 0.12% | 0.12% | 11 | -300 | -1.98% | Q1 2026 | Apr 09, 2026 |
| LPL Financial LLC | History | Added to | 14,400 | 345 | 0.0% | 0.0% | 12 | +2,771 | 23.83% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 13,608 | 326 | 0.0% | 0.0% | 13 | -236 | -1.7% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,110 | 314 | 0.01% | 0.01% | 14 | -1,250 | -8.7% | Q1 2026 | Apr 14, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 12,732 | 305 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,368 | 272 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 11,167 | 267 | 0.15% | 0.16% | 17 | +360 | 3.33% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | New | 10,765 | 265 | 0.01% | — | 18 | +10,765 | New | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 10,283 | 246 | 0.07% | 0.09% | 19 | -1,767 | -14.66% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 10,250 | 245 | 0.0% | 0.0% | 20 | -350 | -3.3% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,036 | 241 | 0.0% | 0.0% | 21 | +164 | 1.66% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 8,830 | 212 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,253 | 198 | 0.0% | 0.0% | 23 | -1,000 | -10.81% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,520 | 132 | 0.0% | 0.0% | 24 | -500 | -8.31% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 4,948 | 118 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,000 | 96 | 0.0% | 0.0% | 26 | +1,753 | 78.02% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 1,389 | 33 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 735 | 17 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 624 | 14 | 0.0% | 0.0% | 29 | +272 | 77.27% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | New | 362 | 8 | 0.0% | — | 30 | +362 | New | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 358 | 8 | 0.0% | 0.01% | 31 | -123 | -25.57% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | No change | 220 | 5 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 199 | 4 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 11, 2026 |