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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Diligent Investors, LLC | History | Added to | 104,290 | 2,476 | 0.61% | 0.5% | 1 | +17,850 | 20.65% | Q1 2026 | Apr 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 20,987 | 501 | 0.02% | 0.01% | 2 | -1,111 | -5.03% | Q1 2026 | Apr 08, 2026 |
| Fragasso Financial Advisors Inc | History | New | 19,768 | 474 | 0.03% | — | 3 | +19,768 | New | Q1 2026 | Apr 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 19,675 | 467 | 0.0% | — | 4 | +19,675 | New | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 16,719 | 397 | 0.03% | 0.02% | 5 | +2,434 | 17.04% | Q1 2026 | Apr 20, 2026 |
| Marshall Financial Group, LLC | History | Added to | 14,966 | 355 | 0.06% | 0.05% | 6 | +5,004 | 50.23% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | New | 12,485 | 297 | 0.0% | — | 7 | +12,485 | New | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,270 | 221 | 0.0% | 0.0% | 8 | +25,783 | 574.62% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Reduced | 7,639 | 181 | 0.01% | 0.01% | 9 | -737 | -8.8% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 6,060 | 143 | 0.05% | 0.04% | 10 | +779 | 14.75% | Q1 2026 | Apr 09, 2026 |
| CX Institutional | History | No change | 4,082 | 97 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Topsail Wealth Management, LLC | History | New | 1,050 | 24 | 0.0% | — | 12 | +1,050 | New | Q1 2026 | Apr 21, 2026 |
| Noble Wealth Management PBC | History | No change | 800 | 19 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BFI Wealth Solutions, LLC | History | Closed out | 0 | 0 | — | 3.25% | — | -145,144 | -100.0% | Q4 2025 | Feb 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -111,935 | -100.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -111,179 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -71,638 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,734 | -100.0% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -64,099 | -100.0% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,308 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,484 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.16% | — | -41,449 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -32,077 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,683 | -100.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,969 | -100.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -22,748 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -21,870 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -20,541 | -100.0% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,152 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,900 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,706 | -100.0% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,745 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,982 | -100.0% | Q4 2025 | Feb 20, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,431 | -100.0% | Q4 2025 | Mar 16, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,471 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,911 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,521 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,442 | -100.0% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,252 | -100.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -753 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -467 | -100.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q4 2025 | Jan 29, 2026 |