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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ferguson Shapiro LLC | History | Reduced | 655,777 | 20,489 | 6.24% | 9.7% | 1 | -334,160 | -33.76% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 420,036 | 13,248 | 0.23% | 0.25% | 2 | -10,495 | -2.44% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 379,835 | 11,867 | 0.02% | 0.02% | 3 | -6,207 | -1.61% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 319,150 | 9,971 | 0.01% | 0.01% | 4 | -16,625 | -4.95% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 318,309 | 9,945 | 0.01% | 0.01% | 5 | -1,815 | -0.57% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 302,251 | 9,443 | 0.04% | 0.03% | 6 | +80,957 | 36.58% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 300,002 | 9,374 | 0.01% | 0.02% | 7 | -36,086 | -10.74% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 257,070 | 8,032 | 0.0% | 0.0% | 8 | -910 | -0.35% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 173,080 | 5,407 | 0.0% | 0.0% | 9 | -17,600 | -9.23% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 169,698 | 5,302 | 0.04% | 0.04% | 10 | -4,170 | -2.4% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 167,734 | 5,240 | 2.11% | 2.21% | 11 | -2,300 | -1.35% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 139,175 | 4,348 | 0.09% | 0.1% | 12 | -1,284 | -0.91% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 138,713 | 4,334 | 0.0% | 0.0% | 13 | -10,478 | -7.02% | Q1 2026 | May 04, 2026 |
| SMART Wealth LLC | History | Reduced | 123,665 | 3,863 | 1.13% | 1.33% | 14 | -13,379 | -9.76% | Q1 2026 | Apr 23, 2026 |
| Sequent Planning LLC | History | Reduced | 114,440 | 3,575 | 0.86% | 1.04% | 15 | -13,502 | -10.55% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 109,536 | 3,422 | 0.01% | 0.01% | 16 | -8,316 | -7.06% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 106,579 | 3,330 | 0.02% | 0.02% | 17 | -1,715 | -1.58% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 95,090 | 2,971 | 0.04% | 0.02% | 18 | +46,019 | 93.78% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 83,003 | 2,593 | 0.04% | 0.05% | 19 | +728 | 0.88% | Q1 2026 | May 15, 2026 |
| FWG Investments, LLC. | History | Reduced | 79,706 | 2,490 | 1.58% | 1.77% | 20 | -7,540 | -8.64% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 74,973 | 2,366 | 0.0% | 0.0% | 21 | -28,874 | -27.8% | Q1 2026 | Apr 08, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 73,586 | 2,299 | 0.32% | 0.35% | 22 | -156 | -0.21% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 65,919 | 2,059 | 0.0% | 0.0% | 23 | +780 | 1.2% | Q1 2026 | May 05, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 64,742 | 2,022 | 0.43% | 1.52% | 24 | -160,727 | -71.29% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 61,504 | 1,921 | 0.02% | 0.03% | 25 | +687 | 1.13% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 59,631 | 1,863 | 0.14% | 0.14% | 26 | -403 | -0.67% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 56,408 | 1,762 | 0.0% | — | 27 | +56,408 | New | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 51,856 | 1,620 | 0.03% | 0.03% | 28 | +15,354 | 42.06% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Reduced | 48,103 | 1,502 | 0.21% | 0.23% | 29 | -265 | -0.55% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 40,697 | 1,271 | 0.0% | 0.01% | 30 | -60,775 | -59.89% | Q1 2026 | May 04, 2026 |
| Ignite Planners, LLC | History | Added to | 39,039 | 1,219 | 0.19% | 0.19% | 31 | +1,015 | 2.67% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 36,065 | 1,127 | 0.0% | 0.0% | 32 | -800 | -2.17% | Q1 2026 | Apr 22, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 32,157 | 1,004 | 0.75% | 0.73% | 33 | +508 | 1.61% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 31,242 | 976 | 0.04% | 0.05% | 34 | -253 | -0.8% | Q1 2026 | May 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 29,450 | 920 | 0.18% | 0.22% | 35 | -2,500 | -7.82% | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 29,273 | 914 | 0.07% | 0.08% | 36 | -3,000 | -9.3% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 26,664 | 833 | 0.06% | 0.05% | 37 | +4,511 | 20.36% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | No change | 26,026 | 813 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 24,846 | 776 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 24,242 | 757 | 0.0% | 0.0% | 40 | -455 | -1.84% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 20,311 | 640 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 19,119 | 635 | 0.01% | — | 42 | +19,119 | New | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 19,818 | 630 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,100 | 628 | 0.01% | 0.01% | 44 | -76 | -0.38% | Q1 2026 | Apr 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 18,791 | 587 | 0.16% | — | 45 | +18,791 | New | Q1 2026 | Apr 08, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 18,000 | 562 | 0.21% | — | 46 | +18,000 | New | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Reduced | 16,890 | 527 | 0.0% | 0.0% | 47 | -2,600 | -13.34% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | No change | 16,575 | 517 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | No change | 16,410 | 512 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 15,933 | 497 | 0.16% | 0.17% | 50 | -610 | -3.69% | Q1 2026 | Apr 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 15,857 | 495 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 15,678 | 489 | 0.32% | 0.34% | 52 | -1,235 | -7.3% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,511 | 484 | 0.01% | 0.01% | 53 | +2,305 | 17.45% | Q1 2026 | May 14, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 15,075 | 471 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 14,837 | 463 | 0.17% | 0.17% | 56 | -93 | -0.62% | Q1 2026 | May 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 14,842 | 463 | 0.13% | 0.14% | 55 | -32 | -0.22% | Q1 2026 | May 05, 2026 |
| Harvest Investment Services, LLC | History | Added to | 14,573 | 455 | 0.08% | 0.09% | 57 | +171 | 1.19% | Q1 2026 | May 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 14,454 | 451 | 0.11% | 0.11% | 58 | -914 | -5.95% | Q1 2026 | Apr 17, 2026 |
| World Investment Advisors | History | New | 13,361 | 417 | 0.01% | — | 59 | +13,361 | New | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | New | 13,261 | 405 | 0.0% | — | 60 | +13,261 | New | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 12,869 | 402 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,374 | 376 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Diligent Investors, LLC | History | No change | 11,999 | 374 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,023 | 344 | 0.0% | 0.0% | 64 | -3,302 | -23.05% | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | No change | 10,690 | 334 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 10,626 | 332 | 0.26% | 0.28% | 66 | -1,351 | -11.28% | Q1 2026 | May 19, 2026 |
| StoneX Group Inc. | History | Added to | 10,501 | 327 | 0.02% | 0.01% | 67 | +172 | 1.67% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,888 | 308 | 0.0% | 0.01% | 68 | -1,250 | -11.22% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 9,385 | 293 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 8,873 | 283 | 0.2% | 0.35% | 70 | -7,966 | -47.31% | Q1 2026 | Apr 16, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,026 | 282 | 0.0% | 0.01% | 71 | -3,871 | -30.01% | Q1 2026 | May 18, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8,915 | 278 | 0.03% | 0.04% | 72 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,784 | 274 | 0.03% | 0.04% | 73 | -3,045 | -25.74% | Q1 2026 | Apr 15, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 8,782 | 274 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,644 | 270 | 0.0% | — | 75 | +8,644 | New | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | New | 8,373 | 261 | 0.0% | — | 76 | +8,373 | New | Q1 2026 | May 14, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 7,928 | 247 | 0.2% | 0.23% | 77 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 7,907 | 247 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | No change | 7,815 | 244 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Integrated Advisors Network LLC | History | No change | 7,545 | 235 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 7,496 | 234 | 2.14% | 0.72% | 82 | -4,718 | -38.63% | Q1 2026 | Apr 14, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 7,500 | 234 | 0.01% | 0.02% | 81 | -1,500 | -16.67% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,357 | 229 | 0.01% | 0.02% | 83 | -7,841 | -51.59% | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 7,283 | 227 | 0.02% | 0.03% | 84 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,808 | 212 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 6,600 | 206 | 0.01% | 0.01% | 86 | -600 | -8.33% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 5,350 | 167 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 5,035 | 157 | 0.0% | 0.0% | 88 | -564 | -10.07% | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 4,945 | 154 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,608 | 143 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,750 | 85 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,573 | 80 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | New | 2,500 | 78 | 0.0% | — | 93 | +2,500 | New | Q1 2026 | Jun 02, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,360 | 73 | 0.04% | — | 94 | +2,360 | New | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,750 | 54 | 0.0% | 0.0% | 95 | -750 | -30.0% | Q1 2026 | Apr 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,500 | 46 | 0.0% | 0.0% | 96 | -250 | -14.29% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | No change | 1,066 | 33 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 679 | 21 | 0.0% | 0.0% | 98 | -11 | -1.59% | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 565 | 17 | 0.0% | — | 99 | +565 | New | Q1 2026 | May 08, 2026 |
| Benson Wealth Management INC | History | No change | 510 | 15 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | No change | 444 | 13 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 400 | 12 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| AE Wealth Management LLC | History | No change | 355 | 11 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 37 | 1 | 0.0% | 0.02% | 104 | -10,473 | -99.65% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,275 | -100.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,256 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Luken Investment Analytics, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,461 | -100.0% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,170 | -100.0% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,026 | -100.0% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,438 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cambridge Advisors Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,379 | -100.0% | Q1 2026 | Apr 16, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,615 | -100.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Reduced | 5 | 0 | — | 0.0% | — | -99 | -95.19% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -64 | -94.12% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -32 | -94.12% | Q1 2026 | May 15, 2026 |