FIRST TRUST EXCHANGE-TRADED FUND VIII - QMMY
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 | No change | 407,015 | 10,781 | 2.3% | 2.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 339,513 | 8,993 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 226,880 | 6,010 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 190,015 | 5,130 | 0.2% | — | 4 | +190,015 | New | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 187,079 | 5,051 | 0.01% | 0.01% | 5 | +74,880 | 66.74% | Q3 2026 | Nov 02, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 181,987 | 4,913 | 1.44% | 1.57% | 6 | -9,231 | -4.83% | Q3 2026 | Oct 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 161,819 | 4,286 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 157,115 | 4,242 | 0.01% | 0.01% | 8 | -2,904 | -1.81% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 148,671 | 3,938 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 136,435 | 3,683 | 0.0% | 0.0% | 10 | +11,387 | 9.11% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 127,385 | 3,374 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 123,812 | 3,277 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maia Wealth LLC | History | Reduced | 107,012 | 2,889 | 0.4% | 0.44% | 13 | -5,988 | -5.3% | Q3 2026 | Oct 19, 2026 |
| Capital CS Group, LLC | History | Reduced | 105,645 | 2,852 | 2.11% | 2.43% | 14 | -10,457 | -9.01% | Q3 2026 | Oct 29, 2026 |
| Jefferies Financial Group Inc. | History | No change | 86,665 | 2,295 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 83,684 | 2,259 | 1.35% | 1.33% | 16 | +4,828 | 6.12% | Q3 2026 | Oct 20, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 67,223 | 1,815 | 0.25% | 0.24% | 17 | +8,339 | 14.16% | Q3 2026 | Nov 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 57,937 | 1,564 | 0.05% | 0.01% | 18 | +49,829 | 614.57% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 39,534 | 1,067 | 0.0% | — | 19 | +39,534 | New | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 39,133 | 1,036 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harvest Investment Services, LLC | History | No change | 36,753 | 973 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | No change | 35,735 | 964 | 0.21% | 0.21% | 22 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| StoneX Group Inc. | History | Added to | 34,813 | 939 | 0.03% | 0.04% | 23 | +488 | 1.42% | Q3 2026 | Nov 03, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | Reduced | 31,092 | 839 | 0.82% | 0.94% | 24 | -5,409 | -14.82% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 31,295 | 829 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 30,464 | 807 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 25,910 | 699 | 0.04% | 0.03% | 27 | +10,528 | 68.44% | Q3 2026 | Oct 30, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 23,600 | 637 | 0.18% | 0.15% | 28 | +4,000 | 20.41% | Q3 2026 | Oct 19, 2026 |
| Summit Financial, LLC | History | No change | 23,692 | 627 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 23,020 | 609 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,449 | 594 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 22,345 | 591 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 20,357 | 549 | 0.32% | 0.32% | 33 | -750 | -3.55% | Q3 2026 | Oct 21, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 19,784 | 534 | 0.26% | 0.28% | 34 | -2,000 | -9.18% | Q3 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | Added to | 19,085 | 515 | 0.09% | 0.09% | 35 | +638 | 3.46% | Q3 2026 | Oct 14, 2026 |
| HighTower Advisors, LLC | History | No change | 18,928 | 501 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Synergy Asset Management, LLC | History | No change | 18,541 | 491 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kovack Advisors, Inc. | History | No change | 17,926 | 474 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,501 | 472 | 0.03% | 0.03% | 39 | +1,566 | 9.83% | Q3 2026 | Oct 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 17,255 | 457 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 16,195 | 429 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 14,796 | 399 | 0.11% | 0.07% | 42 | +4,164 | 39.16% | Q3 2026 | Oct 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14,495 | 391 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 14,216 | 376 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 13,435 | 355 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 12,176 | 322 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 11,298 | 305 | 0.0% | — | 47 | +11,298 | New | Q3 2026 | Oct 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,750 | 290 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 10,559 | 284 | 0.05% | 0.05% | 49 | +800 | 8.2% | Q3 2026 | Nov 03, 2026 |
| Seven Hills Financial, LLC | History | New | 9,850 | 265 | 0.16% | — | 50 | +9,850 | New | Q3 2026 | Oct 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 9,791 | 264 | 0.09% | 0.05% | 51 | +5,377 | 121.82% | Q3 2026 | Oct 29, 2026 |
| Cypress Wealth Services, LLC | History | No change | 9,501 | 260 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 8,771 | 232 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,826 | 211 | 0.0% | 0.0% | 54 | -101 | -1.27% | Q3 2026 | Oct 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 7,612 | 205 | 0.02% | 0.01% | 55 | +3,412 | 81.24% | Q3 2026 | Oct 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,700 | 203 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mosley Wealth Management | History | Added to | 4,696 | 126 | 0.04% | 0.02% | 57 | +2,873 | 157.6% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 108 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,500 | 92 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | No change | 3,000 | 81 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,909 | 50 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | New | 1,609 | 43 | 0.02% | — | 62 | +1,609 | New | Q3 2026 | Nov 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,250 | 33 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 620 | 16 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Topsail Wealth Management, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 176 | 4 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Benson Wealth Management INC | History | No change | 178 | 4 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,727 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |