FIRST TRUST EXCHANGE-TRADED FUND VIII - QCOC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequent Planning LLC | History | Reduced | 350,515 | 7,707 | 1.86% | 2.01% | 1 | -1,460 | -0.41% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 235,848 | 5,186 | 0.01% | 0.01% | 2 | -7,066 | -2.91% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 233,694 | 5,138 | 0.09% | 0.1% | 3 | -7,698 | -3.19% | Q1 2026 | May 07, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 216,674 | 4,764 | 1.76% | 2.3% | 4 | -67,728 | -23.81% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 126,222 | 2,775 | 0.0% | 0.0% | 5 | +253 | 0.2% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 90,681 | 1,994 | 0.01% | 0.0% | 6 | +52,707 | 138.8% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 71,440 | 1,570 | 0.0% | 0.0% | 7 | -252,009 | -77.91% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 65,495 | 1,440 | 0.24% | 0.25% | 8 | -1,069 | -1.61% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 63,966 | 1,406 | 0.1% | 0.11% | 9 | -5,466 | -7.87% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 58,702 | 1,290 | 0.0% | 0.0% | 10 | -7,733 | -11.64% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 51,518 | 1,132 | 0.0% | 0.0% | 11 | -5,236 | -9.23% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,137 | 1,080 | 0.0% | 0.0% | 12 | +6,643 | 15.63% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 42,133 | 926 | 0.03% | 0.04% | 13 | -22,701 | -35.01% | Q1 2026 | May 04, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 41,389 | 910 | 0.07% | 0.04% | 14 | +18,143 | 78.05% | Q1 2026 | Apr 08, 2026 |
| Falcon Wealth Planning | History | No change | 37,840 | 832 | 0.06% | 0.07% | 15 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 35,281 | 776 | 0.0% | 0.0% | 16 | -9,605 | -21.4% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 31,505 | 692 | 0.01% | 0.02% | 17 | -2,616 | -7.67% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | No change | 28,740 | 632 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | No change | 28,595 | 628 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 25,841 | 568 | 0.04% | 0.06% | 20 | -14,463 | -35.88% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 25,114 | 552 | 0.0% | — | 21 | +25,114 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,619 | 409 | 0.0% | 0.0% | 22 | +4,384 | 30.8% | Q1 2026 | May 04, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 18,446 | 405 | 0.12% | 0.12% | 23 | +91 | 0.5% | Q1 2026 | May 08, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 17,149 | 377 | 0.26% | 0.26% | 24 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,746 | 368 | 0.01% | 0.01% | 25 | +455 | 2.79% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | No change | 13,545 | 297 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 13,171 | 289 | 0.04% | 0.07% | 27 | -7,300 | -35.66% | Q1 2026 | Apr 24, 2026 |
| Integrity Financial Corp /WA | History | No change | 13,182 | 289 | 0.14% | 0.15% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 12,651 | 278 | 0.06% | 0.03% | 30 | +7,225 | 133.16% | Q1 2026 | May 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 12,643 | 278 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,600 | 277 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 12,045 | 264 | 0.01% | 0.01% | 32 | -1,580 | -11.6% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 11,854 | 260 | 0.03% | — | 33 | +11,854 | New | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | No change | 10,789 | 237 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,551 | 210 | 0.01% | 0.01% | 35 | -34 | -0.35% | Q1 2026 | Apr 29, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 9,247 | 203 | 0.13% | 0.17% | 36 | -2,530 | -21.48% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 6,500 | 142 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,875 | 129 | 0.0% | 0.0% | 38 | +1,773 | 43.22% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | No change | 5,387 | 118 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 5,221 | 114 | 0.0% | — | 40 | +5,221 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,267 | 71 | 0.0% | 0.0% | 41 | +371 | 12.81% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,992 | 65 | 0.0% | 0.0% | 42 | -1,766 | -37.12% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,500 | 32 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,167 | 25 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,040 | 22 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,000 | 21 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 950 | 20 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | No change | 686 | 15 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| IFP Advisors, Inc | History | No change | 529 | 11 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | New | 93 | 2 | 0.0% | — | 50 | +93 | New | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |