FIRST TRUST EXCHANGE-TRADED FUND VIII - QCJL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 325,847 | 8,164 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 162,040 | 4,226 | 0.01% | 0.0% | 2 | -1,957 | -1.19% | Q3 2026 | Oct 30, 2026 |
| LPL Financial LLC | History | Added to | 144,946 | 3,780 | 0.0% | 0.0% | 3 | +134,831 | 1332.98% | Q3 2026 | Nov 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 122,214 | 3,187 | 0.0% | 0.0% | 4 | +73,596 | 151.38% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 93,550 | 2,440 | 0.01% | 0.0% | 5 | +71,027 | 315.35% | Q3 2026 | Nov 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 93,247 | 2,432 | 0.01% | 0.01% | 6 | +8,880 | 10.53% | Q3 2026 | Oct 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 90,590 | 2,269 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 74,602 | 1,945 | 1.32% | 1.21% | 8 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 74,824 | 1,874 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Falcon Wealth Planning | History | Reduced | 62,324 | 1,625 | 0.1% | 0.1% | 10 | -127 | -0.2% | Q3 2026 | Nov 06, 2026 |
| Sigma Planning Corp | History | Added to | 44,386 | 1,157 | 0.03% | 0.01% | 11 | +24,118 | 119.0% | Q3 2026 | Oct 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 43,926 | 1,100 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 43,244 | 1,083 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 41,358 | 1,079 | 0.0% | — | 14 | +41,358 | New | Q3 2026 | Nov 02, 2026 |
| Cypress Wealth Services, LLC | History | New | 40,463 | 1,067 | 0.13% | — | 15 | +40,463 | New | Q3 2026 | Oct 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 38,131 | 994 | 0.01% | 0.01% | 16 | -783 | -2.01% | Q3 2026 | Oct 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 37,945 | 950 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Diligent Investors, LLC | History | Added to | 35,450 | 924 | 0.2% | 0.19% | 18 | +2,000 | 5.98% | Q3 2026 | Oct 21, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 36,495 | 914 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 33,555 | 840 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 28,500 | 743 | 0.03% | — | 21 | +28,500 | New | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 25,950 | 650 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | Added to | 23,568 | 614 | 0.35% | 0.33% | 23 | +1,030 | 4.57% | Q3 2026 | Oct 21, 2026 |
| StoneX Group Inc. | History | Added to | 22,391 | 584 | 0.02% | 0.02% | 24 | +5,943 | 36.13% | Q3 2026 | Nov 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 22,443 | 562 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 17,000 | 443 | 0.09% | 0.1% | 26 | -3,500 | -17.07% | Q3 2026 | Nov 02, 2026 |
| Sequent Planning LLC | History | No change | 17,256 | 432 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 16,520 | 430 | 0.06% | 0.05% | 28 | +3,195 | 23.98% | Q3 2026 | Nov 04, 2026 |
| Seven Hills Financial, LLC | History | New | 16,280 | 424 | 0.26% | — | 29 | +16,280 | New | Q3 2026 | Oct 13, 2026 |
| Global Assets Advisory, LLC | History | No change | 16,000 | 420 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 15,015 | 392 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 15,578 | 390 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 14,700 | 368 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,293 | 320 | 0.02% | 0.02% | 34 | +2,404 | 24.31% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,883 | 297 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | New | 10,470 | 273 | 0.07% | — | 36 | +10,470 | New | Q3 2026 | Oct 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,769 | 269 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10,300 | 268 | 0.0% | 0.0% | 38 | -2,100 | -16.94% | Q3 2026 | Nov 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 10,050 | 262 | 0.02% | 0.01% | 39 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Chris Bulman Inc | History | Reduced | 9,430 | 245 | 0.09% | 0.09% | 40 | -293 | -3.01% | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 9,300 | 242 | 0.0% | — | 41 | +9,300 | New | Q3 2026 | Nov 06, 2026 |
| Geneos Wealth Management Inc. | History | New | 8,700 | 226 | 0.0% | — | 42 | +8,700 | New | Q3 2026 | Nov 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 8,529 | 222 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Brookstone Capital Management | History | Reduced | 8,507 | 221 | 0.0% | 0.0% | 44 | -313 | -3.55% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 8,108 | 211 | 0.0% | — | 45 | +8,108 | New | Q3 2026 | Nov 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 8,078 | 210 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,235 | 206 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 7,152 | 186 | 0.02% | — | 48 | +7,152 | New | Q3 2026 | Oct 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 6,599 | 172 | 0.05% | 0.03% | 49 | +2,157 | 48.56% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,800 | 125 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,560 | 92 | 0.01% | 0.01% | 51 | -720 | -16.82% | Q3 2026 | Oct 30, 2026 |
| Benson Wealth Management INC | History | No change | 2,676 | 67 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 2,190 | 57 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 2,200 | 57 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Capital Analysts, LLC | History | No change | 2,214 | 55 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,500 | 37 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,330 | 33 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,061 | 27 | 0.0% | 0.0% | 58 | +174 | 19.62% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,000 | 26 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 942 | 23 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 855 | 21 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 700 | 18 | 0.0% | — | 62 | +700 | New | Q3 2026 | Nov 06, 2026 |
| Rossby Financial, LCC | History | New | 447 | 11 | 0.0% | — | 63 | +447 | New | Q3 2026 | Nov 05, 2026 |
| Noble Wealth Management PBC | History | No change | 400 | 10 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| IFP Advisors, Inc | History | New | 199 | 5 | 0.0% | — | 65 | +199 | New | Q3 2026 | Oct 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 76 | 2 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 77 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Oct 29, 2026 |