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 | Added to | 387,616 | 9,070 | 0.0% | 0.0% | 1 | +367 | 0.09% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 170,626 | 3,992 | 0.01% | 0.01% | 2 | -23,200 | -11.97% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 88,650 | 2,074 | 0.0% | 0.0% | 3 | -1,530 | -1.7% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 84,367 | 1,974 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 75,323 | 1,762 | 1.3% | 1.4% | 5 | -3,303 | -4.2% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 70,424 | 1,647 | 0.1% | 0.11% | 6 | -652 | -0.92% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 68,624 | 1,605 | 0.01% | 0.0% | 7 | +47,247 | 221.02% | Q1 2026 | Apr 30, 2026 |
| Falcon Wealth Planning | History | Reduced | 62,207 | 1,455 | 0.1% | 0.12% | 8 | -324 | -0.52% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,808 | 1,399 | 0.0% | 0.0% | 9 | +30,947 | 107.23% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 51,518 | 1,205 | 0.0% | 0.0% | 10 | -64,808 | -55.71% | Q1 2026 | Apr 27, 2026 |
| Maia Wealth LLC | History | New | 49,604 | 1,160 | 0.2% | — | 11 | +49,604 | New | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 47,768 | 1,117 | 0.02% | 0.02% | 12 | -405 | -0.84% | Q1 2026 | May 18, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 43,941 | 1,028 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 40,613 | 950 | 0.07% | 0.07% | 14 | -2,790 | -6.43% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 38,995 | 912 | 0.01% | 0.02% | 15 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 37,995 | 889 | 0.0% | — | 16 | +37,995 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 35,574 | 832 | 0.0% | 0.0% | 17 | +1,806 | 5.35% | Q1 2026 | May 06, 2026 |
| Diligent Investors, LLC | History | No change | 34,950 | 817 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,832 | 815 | 0.0% | 0.0% | 19 | -2,459 | -6.59% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 24,682 | 577 | 0.0% | — | 20 | +24,682 | New | Q1 2026 | May 15, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 24,272 | 567 | 0.37% | 0.38% | 21 | -470 | -1.9% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,500 | 526 | 0.0% | 0.0% | 22 | +4,660 | 26.12% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 22,314 | 522 | 0.01% | 0.01% | 23 | +699 | 3.23% | Q1 2026 | May 11, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 21,500 | 503 | 0.11% | 0.12% | 24 | -2,000 | -8.51% | Q1 2026 | May 21, 2026 |
| Sequent Planning LLC | History | Reduced | 21,391 | 500 | 0.12% | 0.14% | 25 | -1,217 | -5.38% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Reduced | 19,911 | 465 | 0.01% | 0.03% | 26 | -21,000 | -51.33% | Q1 2026 | May 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 15,713 | 367 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 15,440 | 361 | 0.02% | 0.02% | 28 | +400 | 2.66% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 15,015 | 351 | 0.03% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| HighTower Advisors, LLC | History | No change | 14,700 | 343 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 13,325 | 311 | 0.06% | 0.07% | 31 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,600 | 294 | 0.01% | 0.0% | 32 | +10,600 | 530.0% | Q1 2026 | Jun 02, 2026 |
| AE Wealth Management LLC | History | Added to | 10,606 | 248 | 0.0% | 0.0% | 33 | +967 | 10.03% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 10,050 | 236 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | No change | 9,912 | 231 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | No change | 9,851 | 230 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chris Bulman Inc | History | Added to | 9,723 | 227 | 0.1% | 0.1% | 37 | +276 | 2.92% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,515 | 222 | 0.01% | 0.01% | 38 | -293 | -2.99% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 9,185 | 214 | 0.0% | 0.0% | 39 | -315 | -3.32% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 9,024 | 211 | 0.0% | 0.0% | 40 | -462 | -4.87% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 8,820 | 206 | 0.0% | — | 41 | +8,820 | New | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,444 | 127 | 0.01% | 0.01% | 42 | -161 | -2.87% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,442 | 103 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,971 | 93 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Benson Wealth Management INC | History | No change | 2,676 | 62 | 0.08% | 0.07% | 45 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 2,532 | 60 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | No change | 2,214 | 52 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 2,190 | 51 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 2,200 | 51 | 0.04% | 0.05% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1,680 | 39 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,500 | 34 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,000 | 23 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 868 | 20 | 0.0% | 0.02% | 53 | -9,696 | -91.78% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 855 | 20 | 0.0% | 0.0% | 54 | -431 | -33.51% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 447 | 10 | 0.0% | — | 55 | +447 | New | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | No change | 400 | 9 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 76 | 2 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 53 | 1 | 0.0% | 0.0% | 58 | -98 | -64.9% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 53 | 1 | 0.0% | — | 59 | +53 | New | Q1 2026 | May 13, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 1.4% | — | -78,626 | -100.0% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,356 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,892 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,178 | -100.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,750 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,088 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 05, 2026 |