FIRST TRUST EXCHANGE-TRADED FUND VIII - SMAY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MGO ONE SEVEN LLC | History | Reduced | 112,893 | 3,203 | 0.05% | 0.06% | 1 | -2,005 | -1.75% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Added to | 106,310 | 3,017 | 0.0% | 0.0% | 2 | +6,360 | 6.36% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 91,607 | 2,599 | 0.0% | 0.0% | 3 | +21,753 | 31.14% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 85,364 | 2,422 | 0.0% | 0.0% | 4 | +21,334 | 33.32% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 81,155 | 2,303 | 0.0% | 0.0% | 5 | +62,482 | 334.61% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,174 | 1,509 | 0.0% | 0.0% | 6 | +12,875 | 31.95% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 46,856 | 1,329 | 0.0% | 0.0% | 7 | +2,892 | 6.58% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,895 | 1,274 | 0.0% | 0.0% | 8 | +15,631 | 53.41% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,093 | 1,081 | 0.0% | 0.0% | 9 | +1,976 | 5.47% | Q2 2026 | Jul 28, 2026 |
| SMART Wealth LLC | History | Reduced | 37,657 | 1,068 | 0.23% | 0.48% | 10 | -24,329 | -39.25% | Q2 2026 | Aug 05, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 37,666 | 1,068 | 0.79% | 1.0% | 11 | -1,772 | -4.49% | Q2 2026 | Aug 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 34,726 | 982 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 33,012 | 936 | 0.06% | 0.06% | 13 | +1,012 | 3.16% | Q2 2026 | Jul 08, 2026 |
| Ignite Planners, LLC | History | Added to | 27,466 | 779 | 0.11% | 0.11% | 14 | +1,261 | 4.81% | Q2 2026 | Jul 23, 2026 |
| Jefferies Financial Group Inc. | History | New | 26,785 | 760 | 0.01% | — | 15 | +26,785 | New | Q2 2026 | Aug 17, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 26,740 | 758 | 0.49% | 1.57% | 16 | -54,418 | -67.05% | Q2 2026 | Jul 28, 2026 |
| Grantvest Financial Group LLC | History | Added to | 23,824 | 676 | 0.39% | 0.39% | 17 | +1,063 | 4.67% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 22,521 | 639 | 0.01% | 0.01% | 18 | -4,535 | -16.76% | Q2 2026 | Aug 10, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 21,493 | 609 | 0.22% | — | 19 | +21,493 | New | Q2 2026 | Jul 07, 2026 |
| Diligent Investors, LLC | History | Added to | 21,100 | 598 | 0.13% | 0.07% | 20 | +10,500 | 99.06% | Q2 2026 | Jul 24, 2026 |
| Optivise Advisory Services LLC | History | New | 20,232 | 574 | 0.29% | — | 21 | +20,232 | New | Q2 2026 | Jul 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 19,399 | 550 | 0.09% | 0.09% | 22 | +419 | 2.21% | Q2 2026 | Jul 21, 2026 |
| StoneX Group Inc. | History | New | 17,066 | 484 | 0.02% | — | 23 | +17,066 | New | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 16,530 | 469 | 0.13% | 0.14% | 24 | -15 | -0.09% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | New | 14,839 | 421 | 0.02% | — | 25 | +14,839 | New | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 13,517 | 384 | 0.0% | — | 26 | +13,517 | New | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | New | 13,505 | 383 | 0.01% | — | 27 | +13,505 | New | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 13,192 | 374 | 0.01% | 0.01% | 28 | +362 | 2.82% | Q2 2026 | Jul 24, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 12,914 | 366 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 12,635 | 358 | 0.1% | 0.11% | 30 | -514 | -3.91% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 12,100 | 343 | 0.0% | 0.0% | 31 | -400 | -3.2% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 11,819 | 339 | 0.02% | 0.02% | 32 | -282 | -2.33% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 11,681 | 331 | 0.05% | 0.06% | 33 | -351 | -2.92% | Q2 2026 | Aug 14, 2026 |
| Benson Wealth Management INC | History | Reduced | 11,349 | 322 | 0.32% | 0.42% | 35 | -416 | -3.54% | Q2 2026 | Aug 10, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 11,367 | 322 | 0.08% | 0.08% | 34 | -151 | -1.31% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 11,160 | 316 | 0.01% | 0.0% | 36 | +5,580 | 100.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 9,369 | 265 | 0.08% | 0.05% | 37 | +3,460 | 58.55% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,465 | 240 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GTS SECURITIES LLC | History | New | 8,253 | 234 | 0.0% | — | 39 | +8,253 | New | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 7,936 | 225 | 0.01% | — | 40 | +7,936 | New | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Reduced | 7,915 | 224 | 0.01% | 0.01% | 41 | -11 | -0.14% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | New | 7,645 | 216 | 0.0% | — | 42 | +7,645 | New | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 7,181 | 203 | 0.01% | — | 44 | +7,181 | New | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | New | 7,178 | 203 | 0.01% | — | 45 | +7,178 | New | Q2 2026 | Jul 28, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 7,734 | 203 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 6,116 | 173 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | No change | 5,728 | 163 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,756 | 163 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,311 | 150 | 0.0% | 0.0% | 49 | +2,021 | 61.43% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 4,128 | 117 | 0.01% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,798 | 107 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,697 | 104 | 0.0% | 0.0% | 52 | +19 | 0.52% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,445 | 103 | 0.0% | 0.0% | 53 | +1,103 | 2.95% | Q2 2026 | Jul 15, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,670 | 47 | 0.0% | — | 54 | +1,670 | New | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,653 | 46 | 0.0% | — | 55 | +1,653 | New | Q2 2026 | Jul 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,578 | 41 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,080 | 30 | 0.0% | 0.0% | 57 | +63 | 6.19% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,000 | 28 | 0.0% | 0.0% | 58 | -545 | -35.28% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 875 | 24 | 0.01% | 0.01% | 59 | -125 | -12.5% | Q2 2026 | Jul 01, 2026 |
| AE Wealth Management LLC | History | Added to | 690 | 19 | 0.0% | 0.0% | 60 | +261 | 60.84% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | New | 546 | 15 | 0.0% | — | 61 | +546 | New | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 521 | 14 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 453 | 12 | 0.0% | 0.0% | 64 | -668 | -59.59% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 400 | 11 | 0.0% | — | 66 | +400 | New | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 400 | 11 | 0.0% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 239 | 6 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 121 | 3 | 0.0% | 0.0% | 68 | -158 | -56.63% | Q2 2026 | Sep 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -57,501 | -100.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,947 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,948 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,286 | -100.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -721 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Park Square Financial Group, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q2 2026 | Jul 31, 2026 |