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 | No change | 111,965 | 3,109 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 105,850 | 2,872 | 0.0% | 0.0% | 2 | +59,132 | 126.57% | Q3 2026 | Nov 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 105,836 | 2,871 | 0.01% | 0.01% | 3 | +39,313 | 59.1% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 99,209 | 2,755 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 99,918 | 2,711 | 0.0% | 0.0% | 5 | +44,145 | 79.15% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 85,959 | 2,387 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 82,239 | 2,231 | 0.28% | 0.32% | 7 | -5,098 | -5.84% | Q3 2026 | Nov 02, 2026 |
| Maia Wealth LLC | History | New | 73,187 | 1,986 | 0.27% | — | 8 | +73,187 | New | Q3 2026 | Oct 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,955 | 1,859 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 59,490 | 1,614 | 1.11% | 1.23% | 10 | -178 | -0.3% | Q3 2026 | Oct 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 57,556 | 1,598 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 55,505 | 1,506 | 0.03% | 0.03% | 12 | +41 | 0.07% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 52,688 | 1,429 | 0.0% | 0.0% | 13 | -1,373 | -2.54% | Q3 2026 | Oct 30, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 40,556 | 1,100 | 0.56% | 0.61% | 14 | -2,031 | -4.77% | Q3 2026 | Nov 10, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 38,635 | 1,058 | 0.23% | 0.24% | 15 | -900 | -2.28% | Q3 2026 | Oct 28, 2026 |
| Diligent Investors, LLC | History | Added to | 37,050 | 1,005 | 0.22% | 0.05% | 16 | +28,900 | 354.6% | Q3 2026 | Oct 21, 2026 |
| HRT FINANCIAL LP | History | No change | 34,960 | 971 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 34,925 | 948 | 0.0% | — | 18 | +34,925 | New | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 32,683 | 907 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grantvest Financial Group LLC | History | Added to | 33,366 | 905 | 0.52% | 0.53% | 20 | +284 | 0.86% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 31,979 | 888 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 31,168 | 844 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ignite Planners, LLC | History | Added to | 29,214 | 792 | 0.1% | 0.11% | 23 | +376 | 1.3% | Q3 2026 | Oct 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 27,920 | 775 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 22,225 | 603 | 0.09% | 0.09% | 25 | +2,225 | 11.13% | Q3 2026 | Oct 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 21,052 | 571 | 0.0% | — | 26 | +21,052 | New | Q3 2026 | Oct 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 18,549 | 515 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 18,481 | 501 | 0.28% | 0.29% | 28 | +183 | 1.0% | Q3 2026 | Nov 09, 2026 |
| Vise Technologies, Inc. | History | Reduced | 17,604 | 477 | 0.0% | 0.01% | 29 | -1,440 | -7.56% | Q3 2026 | Oct 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 14,564 | 404 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Capital Analysts, LLC | History | No change | 12,924 | 359 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,320 | 358 | 0.03% | 0.02% | 32 | +367 | 2.83% | Q3 2026 | Nov 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,460 | 318 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 11,357 | 308 | 0.11% | — | 34 | +11,357 | New | Q3 2026 | Oct 15, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 10,689 | 296 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,700 | 290 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Kovack Advisors, Inc. | History | No change | 9,350 | 259 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | New | 8,922 | 242 | 0.02% | — | 38 | +8,922 | New | Q3 2026 | Oct 08, 2026 |
| Integrated Advisors Network LLC | History | No change | 8,312 | 225 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 7,992 | 216 | 0.06% | 0.05% | 40 | +1,464 | 22.43% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,750 | 187 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 6,560 | 178 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Spire Wealth Management | History | Reduced | 4,999 | 135 | 0.0% | 0.01% | 43 | -1,232 | -19.77% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,286 | 116 | 0.0% | 0.0% | 44 | -6,230 | -59.24% | Q3 2026 | Nov 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,626 | 98 | 0.0% | 0.0% | 45 | +562 | 18.34% | Q3 2026 | Nov 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,430 | 95 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Benson Wealth Management INC | History | No change | 3,164 | 87 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 2,888 | 80 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,068 | 78 | 0.0% | 0.0% | 49 | +2,260 | 7.11% | Q3 2026 | Oct 13, 2026 |
| CX Institutional | History | No change | 2,824 | 77 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 850 | 23 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 843 | 22 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MORGAN STANLEY | History | No change | 727 | 20 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 662 | 17 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 350 | 9 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Signature Equity Partners, LLC | History | New | 275 | 7 | 0.0% | — | 56 | +275 | New | Q3 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 200 | 5 | 0.0% | — | 57 | +200 | New | Q3 2026 | Nov 06, 2026 |
| BFC Planning, Inc. | History | No change | 172 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Integrity Financial Corp /WA | History | No change | 36 | 1 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -16,839 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -7,347 | -100.0% | Q3 2026 | Oct 23, 2026 |