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 | No change | 51,323 | 1,685 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 47,391 | 1,555 | 0.03% | 0.02% | 2 | +14,769 | 45.27% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 45,471 | 1,492 | 0.0% | 0.0% | 3 | -3,118 | -6.42% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 36,486 | 1,197 | 0.02% | 0.02% | 4 | -4,956 | -11.96% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 31,167 | 1,023 | 0.0% | 0.0% | 5 | -763 | -2.39% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 24,863 | 816 | 0.07% | 0.09% | 6 | -726 | -2.84% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 21,242 | 697 | 0.0% | 0.0% | 7 | +1,774 | 9.11% | Q2 2026 | Sep 02, 2026 |
| Mariner, LLC | History | Added to | 20,138 | 661 | 0.0% | 0.0% | 8 | +793 | 4.1% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,143 | 661 | 0.0% | 0.0% | 9 | -92 | -0.45% | Q2 2026 | Jul 28, 2026 |
| Americana Partners, LLC | History | Reduced | 20,066 | 658 | 0.01% | 0.02% | 10 | -1,082 | -5.12% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,844 | 552 | 0.0% | 0.0% | 11 | -8,841 | -34.42% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | Added to | 14,118 | 463 | 0.05% | 0.04% | 12 | +2,319 | 19.65% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | Added to | 12,859 | 422 | 0.0% | 0.0% | 13 | +50 | 0.39% | Q2 2026 | Aug 03, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 12,280 | 403 | 0.06% | 0.16% | 14 | -28,712 | -70.04% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,799 | 387 | 0.01% | 0.01% | 15 | -1,350 | -10.27% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 11,794 | 387 | 0.0% | 0.0% | 16 | -479 | -3.9% | Q2 2026 | Jul 28, 2026 |
| Encompass More Asset Management | History | Reduced | 11,621 | 381 | 0.06% | 0.07% | 18 | -2,269 | -16.34% | Q2 2026 | Jul 14, 2026 |
| Waverly Advisors, LLC | History | No change | 11,632 | 381 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 8,336 | 263 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Reduced | 7,812 | 256 | 0.03% | 0.04% | 20 | -3,058 | -28.13% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,665 | 251 | 0.0% | 0.0% | 21 | +1,000 | 15.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,469 | 245 | 0.0% | 0.0% | 22 | +301 | 4.2% | Q2 2026 | Sep 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,315 | 240 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,598 | 216 | 0.01% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,520 | 214 | 0.0% | 0.01% | 25 | -3,660 | -35.95% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,482 | 212 | 0.0% | 0.0% | 26 | -610 | -8.6% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 6,413 | 210 | 0.0% | — | 27 | +6,413 | New | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | New | 3,560 | 116 | 0.01% | — | 28 | +3,560 | New | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | No change | 3,107 | 102 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Reduced | 1,941 | 63 | 0.0% | 0.0% | 30 | -7,221 | -78.81% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,530 | -100.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,260 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,445 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |