FIRST TRUST EXCHANGE-TRADED FUND VIII - SEPM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 56,120 | 1,872 | 0.0% | 0.0% | 1 | +10,649 | 23.42% | Q3 2026 | Nov 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 47,414 | 1,582 | 0.03% | 0.03% | 2 | +23 | 0.05% | Q3 2026 | Nov 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 36,486 | 1,197 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 31,167 | 1,023 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 26,305 | 877 | 0.06% | — | 5 | +26,305 | New | Q3 2026 | Oct 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,242 | 697 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Americana Partners, LLC | History | Reduced | 19,948 | 665 | 0.01% | 0.01% | 7 | -118 | -0.59% | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 20,138 | 661 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 18,079 | 603 | 0.0% | 0.0% | 9 | -2,064 | -10.25% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,844 | 552 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 14,544 | 485 | 0.05% | 0.07% | 11 | -10,319 | -41.5% | Q3 2026 | Oct 14, 2026 |
| LVZ, Inc. | History | No change | 14,118 | 471 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| AE Wealth Management LLC | History | No change | 12,859 | 422 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,224 | 407 | 0.01% | 0.01% | 14 | +425 | 3.6% | Q3 2026 | Nov 09, 2026 |
| Encompass More Asset Management | History | Reduced | 11,479 | 383 | 0.05% | 0.06% | 15 | -142 | -1.22% | Q3 2026 | Oct 16, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 11,464 | 382 | 0.04% | 0.06% | 16 | -816 | -6.64% | Q3 2026 | Oct 26, 2026 |
| Atria Investments, Inc | History | Reduced | 11,459 | 382 | 0.0% | 0.0% | 17 | -335 | -2.84% | Q3 2026 | Oct 15, 2026 |
| Waverly Advisors, LLC | History | No change | 11,632 | 381 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 11,311 | 377 | 0.0% | — | 19 | +11,311 | New | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 8,160 | 272 | 0.0% | — | 20 | +8,160 | New | Q3 2026 | Nov 02, 2026 |
| NOVEM GROUP | History | No change | 7,812 | 260 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,665 | 251 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,469 | 245 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,315 | 240 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,589 | 219 | 0.0% | 0.0% | 25 | +176 | 2.74% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | No change | 6,520 | 217 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 6,501 | 216 | 0.01% | — | 28 | +6,501 | New | Q3 2026 | Oct 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,598 | 216 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 6,482 | 212 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 3,560 | 118 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Capital Analysts, LLC | History | No change | 3,107 | 102 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | New | 935 | 31 | 0.0% | — | 32 | +935 | New | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | Reduced | 319 | 10 | 0.0% | 0.0% | 33 | -1,622 | -83.57% | Q3 2026 | Nov 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -51,323 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Nuveen, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 10, 2026 |
| BARCLAYS PLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |