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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Added to | 178,508 | 4,432 | 0.02% | 0.01% | 1 | +65,729 | 58.28% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 172,419 | 4,281 | 0.0% | 0.0% | 2 | -3,768 | -2.14% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 169,279 | 4,203 | 0.01% | 0.01% | 3 | -7,550 | -4.27% | Q1 2026 | Apr 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 136,778 | 3,396 | 0.03% | 0.03% | 4 | -22,374 | -14.06% | Q1 2026 | May 14, 2026 |
| Sequent Planning LLC | History | Reduced | 102,387 | 2,542 | 0.61% | 0.69% | 5 | -5,801 | -5.36% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 101,891 | 2,530 | 0.0% | 0.0% | 6 | -21,428 | -17.38% | Q1 2026 | May 13, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 78,138 | 1,940 | 1.44% | 1.38% | 7 | +2,087 | 2.74% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 70,687 | 1,755 | 0.0% | 0.0% | 8 | -6,123 | -7.97% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 54,612 | 1,356 | 0.0% | 0.0% | 9 | +23,471 | 75.37% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 51,860 | 1,287 | 0.0% | 0.0% | 10 | -4,820 | -8.5% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 36,371 | 903 | 0.07% | 0.23% | 11 | -75,430 | -67.47% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Reduced | 30,464 | 757 | 0.02% | 0.02% | 12 | -1,564 | -4.88% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 23,160 | 575 | 0.0% | 0.0% | 13 | -7,131 | -23.54% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,942 | 569 | 0.01% | 0.01% | 14 | -796 | -3.35% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 22,596 | 561 | 0.0% | 0.0% | 15 | +1,869 | 9.02% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 22,503 | 558 | 0.04% | 0.04% | 16 | -922 | -3.94% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 21,627 | 537 | 0.01% | 0.01% | 17 | +3,006 | 16.14% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 20,045 | 497 | 0.1% | 0.11% | 18 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| StoneX Group Inc. | History | Added to | 18,640 | 462 | 0.02% | 0.02% | 19 | +14 | 0.08% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 18,265 | 453 | 0.01% | 0.01% | 20 | +385 | 2.15% | Q1 2026 | May 13, 2026 |
| Synergy Asset Management, LLC | History | No change | 18,255 | 453 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Grantvest Financial Group LLC | History | No change | 18,227 | 452 | 0.29% | 0.29% | 22 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 15,206 | 377 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 13,808 | 342 | 0.09% | 0.11% | 24 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 12,562 | 311 | 0.1% | 0.11% | 25 | -800 | -5.99% | Q1 2026 | Apr 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 12,343 | 306 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 10,905 | 270 | 0.02% | 0.02% | 27 | -440 | -3.88% | Q1 2026 | Apr 08, 2026 |
| Keystone Wealth Services, LLC | History | No change | 9,765 | 242 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 8,771 | 217 | 0.18% | 0.19% | 29 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7,184 | 178 | 0.0% | 0.01% | 30 | -14,970 | -67.57% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 3,000 | 74 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,440 | 60 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | No change | 2,021 | 50 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,250 | 31 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | No change | 1,023 | 25 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 1,000 | 24 | 0.0% | — | 36 | +1,000 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 18 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Benson Wealth Management INC | History | Reduced | 178 | 4 | 0.01% | 0.15% | 38 | -5,185 | -96.68% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -242,677 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -655 | -100.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 31 | 0 | — | 0.0% | — | -54 | -63.53% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |