FIRST TRUST EXCHANGE-TRADED FUND VIII - SEPM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 53,672 | 1,707 | 0.0% | 0.0% | 1 | +4,655 | 9.5% | Q4 2025 | Feb 12, 2026 |
| Encompass More Asset Management | History | Reduced | 50,849 | 1,617 | 0.3% | 0.31% | 2 | -15 | -0.03% | Q4 2025 | Feb 03, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 40,992 | 1,303 | 0.25% | 0.16% | 3 | +3,642 | 9.75% | Q4 2025 | Feb 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 31,238 | 993 | 0.02% | 0.02% | 4 | +5,078 | 19.41% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 26,792 | 852 | 0.0% | 0.0% | 5 | -5,304 | -16.53% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 25,589 | 813 | 0.09% | 0.03% | 6 | +18,347 | 253.34% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 25,445 | 809 | 0.01% | — | 7 | +25,445 | New | Q4 2025 | Jan 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 25,244 | 802 | 0.0% | 0.0% | 8 | +18,617 | 280.93% | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | Reduced | 21,207 | 674 | 0.02% | 0.02% | 9 | -578 | -2.65% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,235 | 643 | 0.0% | 0.0% | 10 | +5,174 | 34.35% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 19,842 | 631 | 0.0% | 0.0% | 11 | +12,770 | 180.57% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | New | 15,046 | 478 | 0.0% | — | 12 | +15,046 | New | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,530 | 430 | 0.0% | 0.0% | 13 | +70 | 0.52% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 12,807 | 407 | 0.0% | 0.0% | 14 | +13 | 0.1% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Added to | 12,770 | 406 | 0.0% | 0.0% | 15 | +663 | 5.48% | Q4 2025 | Feb 05, 2026 |
| LVZ, Inc. | History | No change | 11,799 | 375 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | New | 11,632 | 369 | 0.0% | — | 17 | +11,632 | New | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | No change | 10,995 | 349 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | New | 10,180 | 323 | 0.01% | — | 19 | +10,180 | New | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 9,243 | 293 | 0.0% | — | 20 | +9,243 | New | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | No change | 8,336 | 265 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 8,015 | 254 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,665 | 243 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | No change | 7,092 | 225 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,598 | 209 | 0.02% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | No change | 3,107 | 99 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 1,912 | 60 | 0.0% | 0.0% | 27 | -2,802 | -59.44% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | No change | 1,500 | 47 | 0.02% | 0.03% | 28 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,350 | 42 | 0.0% | 0.0% | 29 | -4,650 | -77.5% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 169 | 5 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,792 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,280 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,595 | -100.0% | Q3 2025 | Nov 18, 2025 |