FIRST TRUST EXCHANGE-TRADED FUND VIII - QJUN
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 | 551,836 | 18,644 | 0.01% | 0.0% | 1 | +378,756 | 218.83% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 373,696 | 12,625 | 0.02% | 0.02% | 2 | -6,139 | -1.62% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 368,382 | 12,446 | 0.0% | 0.0% | 3 | +111,312 | 43.3% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 328,727 | 11,106 | 0.01% | 0.01% | 4 | +10,418 | 3.27% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 320,164 | 10,817 | 0.13% | 0.23% | 5 | -99,872 | -23.78% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 311,268 | 10,517 | 0.01% | 0.01% | 6 | +11,266 | 3.76% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 303,425 | 10,251 | 0.01% | 0.01% | 7 | -15,725 | -4.93% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 235,877 | 7,969 | 0.03% | 0.04% | 8 | -66,374 | -21.96% | Q2 2026 | Jul 28, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 184,928 | 6,247 | 1.83% | 6.24% | 9 | -470,849 | -71.8% | Q2 2026 | Jul 09, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 165,490 | 5,591 | 0.04% | 0.04% | 10 | -4,208 | -2.48% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 163,225 | 5,514 | 2.06% | 2.11% | 11 | -4,509 | -2.69% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Added to | 140,654 | 4,752 | 0.09% | 0.09% | 12 | +1,479 | 1.06% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 124,976 | 4,222 | 0.0% | 0.0% | 13 | -13,737 | -9.9% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 104,551 | 3,532 | 0.02% | 0.02% | 14 | -2,028 | -1.9% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 95,969 | 3,242 | 0.04% | 0.04% | 15 | +879 | 0.92% | Q2 2026 | Jul 29, 2026 |
| Sequent Planning LLC | History | Reduced | 95,382 | 3,222 | 0.69% | 0.86% | 16 | -19,058 | -16.65% | Q2 2026 | Aug 14, 2026 |
| SMART Wealth LLC | History | Reduced | 80,056 | 2,704 | 0.58% | 1.13% | 17 | -43,609 | -35.26% | Q2 2026 | Aug 05, 2026 |
| FWG Investments, LLC. | History | Reduced | 75,801 | 2,561 | 1.35% | 1.58% | 18 | -3,905 | -4.9% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 75,206 | 2,540 | 0.03% | 0.04% | 19 | -7,797 | -9.39% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 75,177 | 2,539 | 0.0% | 0.0% | 20 | +9,258 | 14.04% | Q2 2026 | Aug 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 73,586 | 2,486 | 0.33% | 0.32% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 72,018 | 2,433 | 0.0% | 0.0% | 22 | +15,610 | 27.67% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 66,175 | 2,235 | 0.41% | 0.43% | 23 | +1,433 | 2.21% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | New | 61,010 | 2,061 | 0.04% | — | 24 | +61,010 | New | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 59,395 | 2,006 | 0.13% | 0.14% | 25 | -236 | -0.4% | Q2 2026 | Jul 08, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 62,357 | 1,956 | 1.47% | — | 26 | +62,357 | New | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 57,529 | 1,943 | 0.02% | 0.02% | 27 | -3,975 | -6.46% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 52,618 | 1,777 | 0.0% | 0.0% | 28 | +11,921 | 29.29% | Q2 2026 | Aug 07, 2026 |
| Faithward Advisors, LLC | History | Reduced | 40,127 | 1,355 | 0.17% | 0.21% | 29 | -7,976 | -16.58% | Q2 2026 | Aug 12, 2026 |
| Ignite Planners, LLC | History | Reduced | 37,450 | 1,265 | 0.17% | 0.19% | 30 | -1,589 | -4.07% | Q2 2026 | Jul 23, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 32,581 | 1,100 | 0.7% | 0.75% | 31 | +424 | 1.32% | Q2 2026 | Jul 29, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 31,599 | 1,067 | 0.17% | 0.18% | 32 | +2,149 | 7.3% | Q2 2026 | Aug 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 31,436 | 1,062 | 0.04% | 0.04% | 33 | +194 | 0.62% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 30,364 | 1,026 | 0.04% | 0.02% | 34 | +17,495 | 135.95% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 30,215 | 1,021 | 0.0% | 0.0% | 35 | -5,850 | -16.22% | Q2 2026 | Aug 05, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 26,573 | 897 | 0.06% | 0.07% | 36 | -2,700 | -9.22% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 26,026 | 879 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 22,646 | 765 | 0.0% | 0.0% | 38 | -2,200 | -8.85% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 22,133 | 747 | 0.0% | 0.0% | 39 | -2,109 | -8.7% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 21,800 | 736 | 0.21% | 0.16% | 40 | +5,867 | 36.82% | Q2 2026 | Jul 24, 2026 |
| Diversify Advisory Services, LLC | History | New | 22,839 | 734 | 0.01% | — | 42 | +22,839 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 22,839 | 734 | 0.01% | 0.01% | 41 | +3,720 | 19.46% | Q2 2026 | Jul 29, 2026 |
| Grantvest Financial Group LLC | History | Added to | 21,563 | 728 | 0.42% | 0.32% | 43 | +5,885 | 37.54% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,525 | 721 | 0.0% | 0.0% | 44 | -53,448 | -71.29% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,200 | 716 | 0.01% | 0.01% | 45 | +1,100 | 5.47% | Q2 2026 | Jul 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,089 | 710 | 0.03% | 0.01% | 46 | +13,732 | 186.65% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 20,382 | 688 | 0.04% | 0.06% | 47 | -6,282 | -23.56% | Q2 2026 | Aug 07, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | New | 20,347 | 687 | 0.51% | — | 48 | +20,347 | New | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 20,311 | 686 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Csenge Advisory Group | History | New | 17,673 | 597 | 0.02% | — | 50 | +17,673 | New | Q2 2026 | Aug 10, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 16,950 | 572 | 0.13% | 0.16% | 51 | -1,841 | -9.8% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 16,594 | 560 | 0.04% | 0.04% | 52 | -3,136 | -15.89% | Q2 2026 | Aug 07, 2026 |
| NOVEM GROUP | History | Reduced | 16,500 | 557 | 0.06% | 0.06% | 53 | -75 | -0.45% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 16,410 | 554 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 15,378 | 519 | 0.06% | 0.06% | 55 | +303 | 2.01% | Q2 2026 | Aug 13, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 14,837 | 501 | 0.16% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 14,721 | 497 | 0.12% | 0.13% | 57 | -121 | -0.82% | Q2 2026 | Aug 03, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 14,454 | 488 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 13,006 | 439 | 0.01% | — | 59 | +13,006 | New | Q2 2026 | Jul 21, 2026 |
| World Investment Advisors | History | Reduced | 12,751 | 430 | 0.01% | 0.01% | 60 | -610 | -4.57% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 12,680 | 428 | 0.0% | 0.0% | 61 | -4,210 | -24.93% | Q2 2026 | Aug 13, 2026 |
| Diligent Investors, LLC | History | No change | 11,999 | 405 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 11,469 | 387 | 0.01% | 0.01% | 63 | -4,042 | -26.06% | Q2 2026 | Aug 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 11,321 | 382 | 0.07% | — | 65 | +11,321 | New | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,295 | 382 | 0.0% | 0.0% | 64 | +272 | 2.47% | Q2 2026 | Jul 20, 2026 |
| StoneX Group Inc. | History | Added to | 11,150 | 376 | 0.02% | 0.02% | 66 | +649 | 6.18% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,374 | 369 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 10,897 | 368 | 0.02% | — | 68 | +10,897 | New | Q2 2026 | Aug 04, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 10,415 | 351 | 0.24% | 0.26% | 69 | -211 | -1.99% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | Reduced | 9,712 | 328 | 0.01% | 0.01% | 70 | -978 | -9.15% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 9,385 | 317 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8,915 | 301 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 8,889 | 300 | 0.0% | 0.01% | 73 | -6,968 | -43.94% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,833 | 298 | 0.0% | 0.0% | 74 | -193 | -2.14% | Q2 2026 | Aug 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 8,784 | 296 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 8,782 | 296 | 0.24% | 0.25% | 76 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Arax Advisory Partners | History | New | 8,432 | 284 | 0.0% | — | 78 | +8,432 | New | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,421 | 284 | 0.0% | 0.0% | 77 | -223 | -2.58% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,188 | 276 | 0.0% | 0.0% | 79 | -1,700 | -17.19% | Q2 2026 | Aug 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 7,907 | 267 | 0.11% | 0.12% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 7,815 | 264 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Advisors Network LLC | History | No change | 7,545 | 254 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 7,503 | 253 | 0.02% | 0.02% | 84 | +220 | 3.02% | Q2 2026 | Jul 16, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,500 | 253 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | Added to | 7,355 | 249 | 0.01% | 0.0% | 85 | +2,005 | 37.48% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 7,251 | 244 | 0.01% | 0.02% | 86 | +443 | 6.51% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 6,600 | 206 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 6,030 | 203 | 0.01% | — | 88 | +6,030 | New | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,435 | 183 | 0.0% | — | 89 | +5,435 | New | Q2 2026 | Aug 11, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 5,351 | 180 | 0.09% | 0.09% | 90 | +16 | 0.3% | Q2 2026 | Sep 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 4,990 | 168 | 0.02% | — | 91 | +4,990 | New | Q2 2026 | Aug 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 4,945 | 167 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 4,445 | 149 | 0.0% | 0.0% | 93 | -590 | -11.72% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,608 | 143 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 2,753 | 93 | 0.0% | 0.0% | 95 | +2,398 | 675.49% | Q2 2026 | Aug 03, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,750 | 92 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,573 | 86 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,250 | 76 | 0.0% | 0.0% | 98 | -250 | -10.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,200 | 73 | 0.0% | — | 99 | +2,200 | New | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,874 | 63 | 0.0% | — | 100 | +1,874 | New | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,450 | 48 | 0.0% | 0.0% | 101 | -300 | -17.14% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | New | 1,191 | 40 | 0.0% | — | 102 | +1,191 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,066 | 33 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 679 | 22 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Benson Wealth Management INC | History | No change | 510 | 17 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 500 | 16 | 0.0% | 0.0% | 106 | -1,000 | -66.67% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 444 | 15 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 400 | 13 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Global Retirement Partners, LLC | History | New | 344 | 11 | 0.0% | — | 109 | +344 | New | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | New | 100 | 3 | 0.0% | — | 110 | +100 | New | Q2 2026 | Aug 06, 2026 |
| Park Square Financial Group, LLC | History | New | 39 | 1 | 0.01% | — | 112 | +39 | New | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 37 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -109,536 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -51,856 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Closed out | 0 | 0 | — | 0.21% | — | -18,000 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,573 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -13,261 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Aurora Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -8,873 | -100.0% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,373 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avise Financial Cooperative, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -7,928 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 2.14% | — | -7,496 | -100.0% | Q2 2026 | Jul 31, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,360 | -100.0% | Q2 2026 | Jul 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |