FIRST TRUST EXCHANGE-TRADED FUND VIII - QMMY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | History | Added to | 242,677 | 6,076 | 0.01% | 0.01% | 1 | +3,719 | 1.56% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 176,829 | 4,427 | 0.01% | 0.01% | 2 | -1,097 | -0.62% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 176,187 | 4,411 | 0.0% | 0.0% | 3 | +276 | 0.16% | Q4 2025 | Feb 10, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 159,152 | 3,984 | 0.03% | 0.04% | 4 | -11,064 | -6.5% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 123,319 | 3,087 | 0.0% | 0.0% | 5 | -13,649 | -9.97% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 112,779 | 2,823 | 0.01% | 0.01% | 6 | -12,365 | -9.88% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 111,801 | 2,799 | 0.23% | 0.24% | 7 | -1,277 | -1.13% | Q4 2025 | Jan 23, 2026 |
| Sequent Planning LLC | History | Reduced | 108,188 | 2,708 | 0.69% | 0.8% | 8 | -7,015 | -6.09% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 76,810 | 1,923 | 0.0% | 0.0% | 9 | -13,548 | -14.99% | Q4 2025 | Feb 12, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 76,051 | 1,904 | 1.38% | 1.34% | 10 | +2,802 | 3.83% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 56,680 | 1,419 | 0.0% | 0.0% | 11 | -4,823 | -7.84% | Q4 2025 | Feb 18, 2026 |
| Capital Analysts, LLC | History | Reduced | 32,028 | 802 | 0.02% | 0.02% | 12 | -415 | -1.28% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31,141 | 779 | 0.0% | 0.0% | 13 | -50 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 30,291 | 758 | 0.0% | 0.0% | 14 | -7,674 | -20.21% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 23,738 | 594 | 0.01% | 0.01% | 15 | -273 | -1.14% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 23,425 | 586 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 22,154 | 554 | 0.01% | 0.01% | 17 | -106 | -0.48% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 20,727 | 518 | 0.0% | 0.0% | 18 | +2,351 | 12.79% | Q4 2025 | Feb 11, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 20,045 | 501 | 0.11% | 0.13% | 19 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 18,621 | 466 | 0.01% | 0.02% | 21 | -12,195 | -39.57% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 18,626 | 466 | 0.02% | 0.02% | 20 | +1,300 | 7.5% | Q4 2025 | Feb 12, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 18,255 | 457 | 0.05% | 0.05% | 22 | -36,510 | -66.67% | Q4 2025 | Jan 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 18,227 | 456 | 0.29% | 0.32% | 23 | -1,000 | -5.2% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 17,880 | 447 | 0.01% | 0.01% | 24 | +220 | 1.25% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 15,206 | 380 | 0.01% | 0.03% | 25 | -3,495 | -18.69% | Q4 2025 | Feb 04, 2026 |
| Anfield Capital Management, LLC | History | No change | 13,808 | 345 | 0.11% | 0.1% | 26 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 13,362 | 334 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 12,343 | 309 | 0.15% | 0.96% | 28 | -74,072 | -85.72% | Q4 2025 | Feb 03, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,345 | 284 | 0.02% | 0.02% | 29 | +818 | 7.77% | Q4 2025 | Jan 09, 2026 |
| Keystone Wealth Services, LLC | History | No change | 9,765 | 244 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 8,771 | 219 | 0.19% | — | 31 | +8,771 | New | Q4 2025 | Feb 04, 2026 |
| Benson Wealth Management INC | History | New | 5,363 | 134 | 0.15% | — | 32 | +5,363 | New | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | No change | 3,000 | 75 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,440 | 61 | 0.0% | 0.0% | 34 | +940 | 62.67% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,021 | 50 | 0.0% | 0.0% | 35 | -20 | -0.98% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,250 | 31 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 1,023 | 26 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 18 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Signature Equity Partners, LLC | History | New | 655 | 16 | 0.01% | — | 39 | +655 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 100 | 3 | 0.0% | — | 40 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 85 | 2 | 0.0% | — | 41 | +85 | New | Q4 2025 | Feb 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -50,100 | -100.0% | Q3 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,166 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q4 2025 | Feb 13, 2026 |