FIRST TRUST EXCHANGE-TRADED FUND VIII - SFEB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 159,301 | 4,180 | 0.0% | 0.0% | 1 | +16,701 | 11.71% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 154,683 | 4,059 | 0.0% | 0.0% | 2 | +12,115 | 8.5% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 119,117 | 3,126 | 0.0% | 0.0% | 3 | +43,050 | 56.59% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Added to | 114,153 | 2,995 | 0.0% | 0.0% | 4 | +7,825 | 7.36% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | Reduced | 103,835 | 2,725 | 0.61% | 0.61% | 5 | -455 | -0.44% | Q2 2026 | Jul 24, 2026 |
| LPL Financial LLC | History | Added to | 99,862 | 2,620 | 0.0% | 0.0% | 6 | +23,345 | 30.51% | Q2 2026 | Aug 07, 2026 |
| Maia Wealth LLC | History | Reduced | 97,769 | 2,565 | 0.38% | 0.41% | 7 | -4,956 | -4.82% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 86,925 | 2,281 | 0.04% | 0.05% | 8 | -17,757 | -16.96% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 79,410 | 2,084 | 0.01% | 0.01% | 9 | -1,735 | -2.14% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 78,497 | 2,060 | 0.0% | 0.0% | 10 | -12,341 | -13.59% | Q2 2026 | Sep 23, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 61,374 | 1,610 | 1.19% | 3.2% | 11 | -77,795 | -55.9% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 54,728 | 1,436 | 0.0% | 0.0% | 12 | -5,066 | -8.47% | Q2 2026 | Jul 28, 2026 |
| Grantvest Financial Group LLC | History | Added to | 32,842 | 861 | 0.5% | 0.49% | 13 | +851 | 2.66% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 26,259 | 689 | 0.0% | 0.0% | 14 | +6,584 | 33.46% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | No change | 21,865 | 573 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Wealth Services, LLC | History | No change | 20,941 | 549 | 0.1% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Harvest Investment Services, LLC | History | New | 20,764 | 544 | 0.08% | — | 17 | +20,764 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 20,525 | 538 | 0.0% | — | 18 | +20,525 | New | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 20,148 | 528 | 0.01% | 0.01% | 19 | -15,830 | -44.0% | Q2 2026 | Aug 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 21,561 | 512 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 19,355 | 507 | 0.01% | 0.02% | 21 | -1,632 | -7.78% | Q2 2026 | Jul 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 18,809 | 493 | 0.08% | 0.09% | 22 | -662 | -3.4% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 18,628 | 488 | 0.01% | 0.01% | 23 | -3,119 | -14.34% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 17,329 | 454 | 0.03% | 0.03% | 24 | +610 | 3.65% | Q2 2026 | Aug 07, 2026 |
| Marshall Financial Group, LLC | History | Added to | 17,050 | 447 | 0.07% | 0.06% | 25 | +2,084 | 13.92% | Q2 2026 | Jul 17, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 15,700 | 412 | 0.02% | 0.03% | 26 | -4,068 | -20.58% | Q2 2026 | Jul 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 14,936 | 391 | 0.01% | 0.01% | 27 | -6,767 | -31.18% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 15,143 | 359 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 12,285 | 322 | 0.0% | 0.0% | 29 | -200 | -1.6% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 11,700 | 307 | 0.0% | 0.0% | 30 | -1,000 | -7.87% | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 9,488 | 249 | 0.09% | — | 31 | +9,488 | New | Q2 2026 | Jul 07, 2026 |
| Sigma Planning Corp | History | Reduced | 9,190 | 241 | 0.01% | 0.01% | 32 | -13 | -0.14% | Q2 2026 | Aug 07, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 8,550 | 224 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,450 | 221 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,262 | 216 | 0.0% | 0.01% | 35 | -140 | -1.67% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 8,067 | 212 | 0.0% | 0.0% | 36 | +1,596 | 24.66% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | New | 7,735 | 203 | 0.0% | — | 37 | +7,735 | New | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,938 | 197 | 0.0% | 0.0% | 38 | -3,332 | -11.01% | Q2 2026 | Jul 15, 2026 |
| Spire Wealth Management | History | Reduced | 6,975 | 183 | 0.01% | 0.01% | 39 | -664 | -8.69% | Q2 2026 | Jul 15, 2026 |
| IFG Advisory, LLC | History | New | 6,460 | 169 | 0.01% | — | 40 | +6,460 | New | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6,060 | 159 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,325 | 87 | 0.01% | — | 42 | +3,325 | New | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 2,860 | 75 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 2,615 | 68 | 0.0% | — | 44 | +2,615 | New | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | Reduced | 1,673 | 44 | 0.0% | 0.0% | 45 | -2,409 | -59.02% | Q2 2026 | Jul 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,486 | 38 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benson Wealth Management INC | History | Reduced | 1,377 | 36 | 0.04% | 0.05% | 47 | -65 | -4.51% | Q2 2026 | Aug 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,252 | 32 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,155 | 30 | 0.0% | 0.0% | 49 | +875 | 312.5% | Q2 2026 | Aug 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,050 | 27 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 800 | 20 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| LANARK FINANCIAL, INC. | History | New | 576 | 15 | 0.0% | — | 52 | +576 | New | Q2 2026 | Jul 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 215 | 5 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 151 | 3 | 0.0% | — | 54 | +151 | New | Q2 2026 | Jul 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -165,374 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,035 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,691 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,125 | -100.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,230 | -100.0% | Q2 2026 | Sep 02, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,600 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,431 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,521 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,525 | -100.0% | Q2 2026 | Aug 14, 2026 |