FIRST TRUST EXCHANGE-TRADED FUND VIII - SAUG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 112,994 | 2,909 | 0.0% | 0.0% | 1 | -1,338 | -1.17% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 98,779 | 2,543 | 0.01% | 0.01% | 2 | +28,084 | 39.73% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 91,388 | 2,352 | 0.0% | 0.0% | 3 | -53,923 | -37.11% | Q1 2026 | May 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 87,337 | 2,248 | 0.31% | 0.33% | 4 | -769 | -0.87% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Added to | 68,121 | 1,753 | 0.0% | 0.0% | 5 | +5,443 | 8.68% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 65,957 | 1,698 | 0.0% | 0.0% | 6 | -3,132 | -4.53% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 64,169 | 1,652 | 0.0% | 0.0% | 7 | -21,813 | -25.37% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 59,855 | 1,541 | 0.0% | 0.01% | 8 | -116,627 | -66.08% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 59,049 | 1,520 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 57,368 | 1,482 | 1.42% | 1.16% | 10 | +9,430 | 19.67% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 50,409 | 1,297 | 0.0% | 0.0% | 11 | -23,426 | -31.73% | Q1 2026 | Apr 27, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 46,213 | 1,189 | 0.67% | 0.67% | 12 | -532 | -1.14% | Q1 2026 | Apr 24, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 37,827 | 973 | 0.63% | 0.63% | 13 | -899 | -2.32% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 35,767 | 920 | 0.0% | 0.0% | 14 | -5,724 | -13.8% | Q1 2026 | Jun 02, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 31,168 | 807 | 0.03% | 0.02% | 15 | -7,803 | -20.02% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,189 | 802 | 0.0% | 0.0% | 16 | +959 | 3.17% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 29,553 | 760 | 0.12% | 0.12% | 17 | -1,660 | -5.32% | Q1 2026 | Apr 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 28,360 | 730 | 0.02% | 0.02% | 18 | -345 | -1.2% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,141 | 673 | 0.0% | 0.0% | 19 | -6,439 | -19.76% | Q1 2026 | Apr 30, 2026 |
| Vise Technologies, Inc. | History | No change | 22,137 | 564 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 20,000 | 514 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 18,549 | 477 | 0.01% | 0.01% | 22 | -170 | -0.91% | Q1 2026 | May 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 18,308 | 471 | 0.32% | 0.32% | 23 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | No change | 16,939 | 436 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,283 | 341 | 0.02% | 0.02% | 25 | +197 | 1.51% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | No change | 12,924 | 333 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12,290 | 316 | 0.0% | 0.01% | 27 | -1,284 | -9.46% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 12,105 | 311 | 0.0% | 0.0% | 28 | -814 | -6.3% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,146 | 286 | 0.0% | — | 29 | +11,146 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,700 | 275 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 10,689 | 275 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 9,138 | 235 | 0.01% | 0.01% | 32 | +492 | 5.69% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | No change | 8,312 | 213 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,245 | 212 | 0.0% | 0.0% | 34 | -2,000 | -19.52% | Q1 2026 | Apr 15, 2026 |
| Diligent Investors, LLC | History | No change | 8,150 | 209 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 6,728 | 173 | 0.06% | 0.06% | 37 | -110 | -1.61% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,750 | 173 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MTM Investment Management, LLC | History | No change | 6,560 | 168 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | No change | 6,231 | 160 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,018 | 154 | 0.01% | 0.01% | 40 | -59 | -0.97% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,165 | 132 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 3,870 | 99 | 0.02% | 0.03% | 42 | -4,133 | -51.64% | Q1 2026 | May 20, 2026 |
| AE Wealth Management LLC | History | No change | 3,728 | 95 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Benson Wealth Management INC | History | No change | 3,164 | 81 | 0.11% | 0.09% | 44 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 2,824 | 73 | 0.0% | 0.0% | 45 | -1,089 | -27.83% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | No change | 1,250 | 32 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 864 | 22 | 0.0% | 0.01% | 47 | -5,705 | -86.85% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 843 | 21 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 850 | 21 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 727 | 18 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 662 | 17 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 31,808 | 16 | 0.0% | 0.0% | 52 | +31,168 | 4870.0% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | New | 350 | 9 | 0.0% | — | 53 | +350 | New | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Reduced | 69 | 1 | 0.0% | 0.0% | 54 | -150 | -68.49% | Q1 2026 | May 05, 2026 |
| Integrity Financial Corp /WA | History | No change | 66 | 1 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -41,985 | -100.0% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31,670 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,656 | -100.0% | Q1 2026 | May 08, 2026 |