FIRST TRUST EXCHANGE-TRADED FUND VIII - QSPT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | History | Reduced | 493,985 | 18,055 | 0.31% | 0.34% | 1 | -22,925 | -4.44% | Q3 2026 | Oct 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 389,176 | 14,224 | 0.02% | 0.02% | 2 | +14,314 | 3.82% | Q3 2026 | Nov 02, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 316,672 | 11,574 | 2.46% | 2.36% | 3 | +2,797 | 0.89% | Q3 2026 | Oct 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 281,441 | 10,286 | 0.68% | 0.6% | 4 | +14,216 | 5.32% | Q3 2026 | Oct 08, 2026 |
| Cetera Investment Advisers | History | No change | 288,771 | 10,060 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 253,978 | 8,848 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 194,219 | 6,766 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 157,555 | 5,758 | 0.22% | — | 8 | +157,555 | New | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 127,420 | 4,657 | 0.01% | 0.01% | 9 | +26,530 | 26.3% | Q3 2026 | Nov 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 116,410 | 4,055 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SMART Wealth LLC | History | Added to | 100,552 | 3,675 | 0.75% | 0.54% | 11 | +29,116 | 40.76% | Q3 2026 | Nov 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 98,292 | 3,424 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 97,447 | 3,395 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 90,273 | 3,145 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 82,529 | 3,008 | 0.54% | 0.51% | 15 | +3,954 | 5.03% | Q3 2026 | Nov 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 85,507 | 2,979 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hofer & Associates. Inc | History | New | 67,241 | 2,457 | 1.71% | — | 18 | +67,241 | New | Q3 2026 | Oct 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 67,241 | 2,457 | 1.71% | 1.66% | 17 | +2,558 | 3.95% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 61,569 | 2,250 | 0.0% | — | 19 | +61,569 | New | Q3 2026 | Nov 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 63,558 | 2,214 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 62,132 | 2,164 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 56,449 | 1,966 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 51,915 | 1,915 | 0.42% | 0.41% | 23 | -2,431 | -4.47% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 51,944 | 1,810 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 51,450 | 1,792 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Catalyst Investment Management LLC | History | New | 43,502 | 1,589 | 1.41% | — | 26 | +43,502 | New | Q3 2026 | Oct 21, 2026 |
| Ignite Planners, LLC | History | Reduced | 40,653 | 1,485 | 0.19% | 0.21% | 27 | -2,957 | -6.78% | Q3 2026 | Oct 14, 2026 |
| Faithward Advisors, LLC | History | No change | 39,782 | 1,386 | 0.17% | 0.17% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 35,539 | 1,298 | 0.1% | 0.07% | 29 | +2,080 | 6.22% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,958 | 1,241 | 0.0% | 0.0% | 30 | +10,793 | 46.59% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 35,430 | 1,234 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWG Investments, LLC. | History | Reduced | 32,066 | 1,172 | 0.56% | 0.65% | 32 | -3,305 | -9.34% | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 31,019 | 1,133 | 0.01% | 0.01% | 33 | -129 | -0.41% | Q3 2026 | Oct 26, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 25,684 | 938 | 0.13% | 0.14% | 34 | +275 | 1.08% | Q3 2026 | Nov 04, 2026 |
| HRT FINANCIAL LP | History | No change | 26,588 | 926 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26,283 | 915 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 24,241 | 886 | 0.05% | — | 37 | +24,241 | New | Q3 2026 | Nov 03, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 22,498 | 826 | 0.22% | — | 38 | +22,498 | New | Q3 2026 | Oct 19, 2026 |
| Synergy Asset Management, LLC | History | No change | 21,818 | 760 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 1776 Wealth LLC | History | No change | 21,607 | 752 | 0.27% | 0.27% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 21,400 | 745 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 21,239 | 739 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 19,666 | 718 | 0.1% | 0.09% | 43 | -584 | -2.88% | Q3 2026 | Oct 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 19,118 | 666 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 18,846 | 656 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,522 | 640 | 0.0% | 0.0% | 46 | +2,807 | 19.08% | Q3 2026 | Oct 26, 2026 |
| NOVEM GROUP | History | No change | 17,248 | 630 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 17,627 | 614 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,498 | 609 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 16,613 | 607 | 0.35% | 0.35% | 50 | -539 | -3.14% | Q3 2026 | Oct 21, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 12,475 | 582 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 15,842 | 579 | 0.01% | 0.01% | 52 | +274 | 1.76% | Q3 2026 | Oct 16, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 16,251 | 566 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,740 | 548 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 14,337 | 499 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,042 | 489 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 12,724 | 465 | 0.36% | 0.36% | 57 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HighTower Advisors, LLC | History | No change | 12,610 | 439 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 12,476 | 434 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 11,023 | 402 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,225 | 391 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,645 | 389 | 0.0% | — | 62 | +10,645 | New | Q3 2026 | Oct 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,817 | 376 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 10,611 | 369 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 10,526 | 366 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 10,450 | 364 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 9,749 | 356 | 0.24% | 0.25% | 67 | -875 | -8.24% | Q3 2026 | Oct 14, 2026 |
| Sigma Planning Corp | History | New | 9,066 | 331 | 0.01% | — | 68 | +9,066 | New | Q3 2026 | Oct 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,491 | 330 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 9,184 | 319 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,062 | 317 | 0.0% | 0.03% | 71 | -41,287 | -82.0% | Q3 2026 | Nov 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 8,570 | 313 | 0.09% | 0.08% | 72 | +671 | 8.49% | Q3 2026 | Oct 23, 2026 |
| Summit Financial, LLC | History | No change | 8,907 | 310 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 8,051 | 280 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,659 | 266 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 7,187 | 262 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 7,156 | 261 | 0.0% | — | 78 | +7,156 | New | Q3 2026 | Oct 13, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 7,144 | 261 | 0.16% | 0.16% | 77 | -120 | -1.65% | Q3 2026 | Oct 20, 2026 |
| Noble Wealth Management PBC | History | Reduced | 6,693 | 244 | 0.11% | 0.12% | 79 | -760 | -10.2% | Q3 2026 | Oct 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,405 | 234 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Capital Analysts, LLC | History | No change | 6,696 | 233 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,460 | 224 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 5,758 | 210 | 0.02% | 0.02% | 83 | +1,141 | 24.71% | Q3 2026 | Oct 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,700 | 171 | 0.0% | 0.0% | 84 | -500 | -9.62% | Q3 2026 | Nov 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 4,112 | 150 | 0.01% | — | 86 | +4,112 | New | Q3 2026 | Nov 04, 2026 |
| Benson Wealth Management INC | History | No change | 4,327 | 150 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Topsail Wealth Management, LLC | History | No change | 4,275 | 148 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,842 | 140 | 0.0% | 0.0% | 88 | -91 | -2.31% | Q3 2026 | Oct 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 3,200 | 116 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AE Wealth Management LLC | History | No change | 3,220 | 112 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,789 | 97 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,545 | 88 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,946 | 71 | 0.0% | 0.0% | 93 | -8 | -0.41% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,000 | 70 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,827 | 63 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,525 | 55 | 0.0% | 0.0% | 96 | -1,600 | -51.2% | Q3 2026 | Oct 08, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,111 | 38 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 609 | 21 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 624 | 21 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 565 | 20 | 0.0% | — | 100 | +565 | New | Q3 2026 | Nov 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 500 | 18 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 400 | 14 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 325 | 11 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 325 | 11 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Strive Financial Group ,LLC | History | No change | 93 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -17,965 | -100.0% | Q3 2026 | Oct 26, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,625 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,411 | -100.0% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |