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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | History | Added to | 51,323 | 1,625 | 0.01% | 0.01% | 1 | +25,878 | 101.7% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 48,589 | 1,538 | 0.0% | 0.0% | 2 | -5,083 | -9.47% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 41,442 | 1,311 | 0.02% | — | 3 | +41,442 | New | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 40,992 | 1,297 | 0.16% | 0.25% | 4 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 32,622 | 1,032 | 0.02% | 0.02% | 5 | +1,384 | 4.43% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 31,930 | 1,010 | 0.0% | 0.0% | 6 | +5,138 | 19.18% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 25,685 | 813 | 0.0% | 0.0% | 7 | +441 | 1.75% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 25,589 | 810 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Americana Partners, LLC | History | Reduced | 21,148 | 669 | 0.02% | 0.02% | 9 | -59 | -0.28% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 20,235 | 640 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,468 | 616 | 0.0% | — | 11 | +19,468 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 19,345 | 612 | 0.0% | 0.0% | 12 | -497 | -2.5% | Q1 2026 | May 13, 2026 |
| Encompass More Asset Management | History | Reduced | 13,890 | 439 | 0.07% | 0.3% | 13 | -36,959 | -72.68% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,530 | 428 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,149 | 416 | 0.01% | 0.0% | 15 | +11,799 | 874.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 12,809 | 405 | 0.0% | 0.0% | 16 | +2 | 0.02% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 12,273 | 388 | 0.0% | 0.0% | 17 | -497 | -3.89% | Q1 2026 | May 05, 2026 |
| LVZ, Inc. | History | No change | 11,799 | 373 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | No change | 11,632 | 368 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Reduced | 10,870 | 344 | 0.04% | 0.04% | 20 | -125 | -1.14% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | No change | 10,180 | 322 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | New | 9,162 | 290 | 0.0% | — | 22 | +9,162 | New | Q1 2026 | May 05, 2026 |
| Anfield Capital Management, LLC | History | No change | 8,336 | 263 | 0.07% | 0.08% | 23 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,260 | 261 | 0.0% | 0.0% | 24 | -983 | -10.64% | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 7,315 | 231 | 0.01% | 0.01% | 25 | -700 | -8.73% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 7,168 | 226 | 0.0% | — | 26 | +7,168 | New | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | No change | 7,092 | 224 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,665 | 211 | 0.0% | 0.0% | 28 | -1,000 | -13.05% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,598 | 209 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | No change | 3,107 | 98 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 2,445 | 77 | 0.0% | — | 31 | +2,445 | New | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,046 | -100.0% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 3 | 0 | — | 0.0% | — | -1,909 | -99.84% | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q1 2026 | Apr 07, 2026 |