FIRST TRUST EXCHANGE-TRADED FUND VIII - RSDE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,639,997 | 38,516 | 2.51% | 2.51% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maia Wealth LLC | History | Reduced | 119,963 | 2,814 | 0.39% | 0.45% | 2 | -9,037 | -7.01% | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 119,419 | 2,801 | 0.02% | 0.02% | 3 | +15,268 | 14.66% | Q3 2026 | Oct 08, 2026 |
| Cetera Investment Advisers | History | No change | 102,285 | 2,402 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 75,580 | 1,774 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 58,536 | 1,374 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 58,281 | 1,368 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 50,340 | 1,180 | 0.26% | 0.29% | 8 | -6,000 | -10.65% | Q3 2026 | Oct 21, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 41,616 | 977 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 34,968 | 820 | 0.27% | 0.27% | 10 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NOVEM GROUP | History | Reduced | 23,836 | 559 | 0.06% | 0.06% | 11 | -600 | -2.46% | Q3 2026 | Oct 19, 2026 |
| Sigma Planning Corp | History | Reduced | 22,642 | 531 | 0.01% | 0.01% | 12 | -224 | -0.98% | Q3 2026 | Oct 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 22,410 | 526 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,476 | 433 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 13,987 | 329 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,612 | 319 | 0.0% | 0.0% | 16 | -7,163 | -34.48% | Q3 2026 | Nov 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,533 | 317 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 13,147 | 308 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 12,918 | 303 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| US BANCORP \DE\ | History | No change | 10,792 | 253 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,180 | 238 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Brookstone Capital Management | History | Reduced | 9,851 | 231 | 0.0% | 0.01% | 22 | -23,925 | -70.83% | Q3 2026 | Oct 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,500 | 223 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | History | New | 9,038 | 212 | 0.03% | — | 24 | +9,038 | New | Q3 2026 | Oct 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,438 | 57 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,149 | 50 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,215 | 28 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 240 | 5 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,320 | -100.0% | Q3 2026 | Oct 14, 2026 |