FIRST TRUST EXCHANGE-TRADED FUND VIII - SMAY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Reduced | 190,225 | 4,939 | 0.01% | 0.01% | 1 | -1,044 | -0.55% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 148,796 | 3,863 | 0.0% | 0.0% | 2 | -6,434 | -4.14% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 117,838 | 3,059 | 0.06% | 0.07% | 3 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Westwood Wealth Management | History | New | 83,294 | 2,162 | 1.63% | — | 4 | +83,294 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 83,294 | 2,162 | 1.63% | 1.68% | 5 | -533 | -0.64% | Q4 2025 | Jan 13, 2026 |
| SMART Wealth LLC | History | Reduced | 69,062 | 1,793 | 0.55% | 0.72% | 6 | -6,750 | -8.9% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 65,552 | 1,702 | 0.0% | 0.0% | 7 | +833 | 1.29% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 60,609 | 1,574 | 0.0% | 0.0% | 8 | -10,056 | -14.23% | Q4 2025 | Feb 05, 2026 |
| Encompass More Asset Management | History | Reduced | 59,282 | 1,539 | 0.28% | 0.29% | 9 | -145 | -0.24% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 58,345 | 1,515 | 0.02% | 0.02% | 10 | +1,165 | 2.04% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 57,437 | 1,491 | 0.0% | 0.0% | 11 | -3,685 | -6.03% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 45,230 | 1,174 | 0.0% | 0.0% | 12 | -61 | -0.13% | Q4 2025 | Feb 10, 2026 |
| Benson Wealth Management INC | History | New | 41,501 | 1,077 | 1.2% | — | 13 | +41,501 | New | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 41,196 | 1,069 | 0.18% | 0.18% | 14 | -455 | -1.09% | Q4 2025 | Jan 20, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 38,516 | 1,007 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 37,936 | 985 | 0.02% | 0.02% | 16 | +5,687 | 17.63% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,579 | 845 | 0.06% | 0.07% | 17 | +350 | 1.09% | Q4 2025 | Jan 09, 2026 |
| BFI Wealth Solutions, LLC | History | New | 30,875 | 801 | 0.76% | — | 18 | +30,875 | New | Q4 2025 | Feb 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 30,449 | 790 | 0.0% | 0.0% | 19 | -4,525 | -12.94% | Q4 2025 | Feb 18, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 29,417 | 763 | 0.04% | 0.06% | 20 | -8,866 | -23.16% | Q4 2025 | Jan 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 27,000 | 711 | 0.11% | 0.12% | 21 | -990 | -3.54% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | New | 27,273 | 708 | 0.01% | — | 22 | +27,273 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 24,724 | 641 | 0.0% | 0.0% | 23 | -416 | -1.65% | Q4 2025 | Feb 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 22,088 | 573 | 0.37% | 0.39% | 24 | -149 | -0.67% | Q4 2025 | Feb 02, 2026 |
| Optivise Advisory Services LLC | History | New | 17,983 | 466 | 0.27% | — | 25 | +17,983 | New | Q4 2025 | Jan 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 16,675 | 432 | 0.14% | 0.14% | 26 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 13,883 | 360 | 0.12% | 0.14% | 27 | -827 | -5.62% | Q4 2025 | Feb 12, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 13,837 | 359 | 0.07% | 0.22% | 28 | -29,951 | -68.4% | Q4 2025 | Feb 17, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 12,914 | 335 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 12,830 | 333 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Reduced | 12,500 | 324 | 0.0% | 0.0% | 31 | -1,730 | -12.16% | Q4 2025 | Feb 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 11,563 | 300 | 0.08% | 0.1% | 32 | -1,480 | -11.35% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 11,137 | 289 | 0.0% | — | 33 | +11,137 | New | Q4 2025 | Feb 10, 2026 |
| Diligent Investors, LLC | History | No change | 10,600 | 275 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 8,801 | 228 | 0.02% | — | 35 | +8,801 | New | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,465 | 219 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 8,261 | 214 | 0.01% | — | 37 | +8,261 | New | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Reduced | 8,149 | 211 | 0.01% | 0.01% | 38 | -8,246 | -50.3% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,908 | 184 | 0.0% | 0.0% | 39 | +306 | 4.63% | Q4 2025 | Jan 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6,511 | 169 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | No change | 6,116 | 158 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,820 | 152 | 0.0% | 0.0% | 42 | -331 | -5.38% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,756 | 149 | 0.02% | — | 43 | +5,756 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,580 | 144 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CX Institutional | History | New | 5,108 | 133 | 0.0% | — | 45 | +5,108 | New | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 4,995 | 129 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | New | 4,639 | 120 | 0.0% | — | 47 | +4,639 | New | Q4 2025 | Jan 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,798 | 98 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,678 | 95 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 2,948 | 76 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Camelot Portfolios, LLC | History | New | 2,581 | 67 | 0.04% | — | 51 | +2,581 | New | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,632 | 42 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,578 | 40 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,147 | 29 | 0.0% | 0.0% | 54 | -1,930 | -62.72% | Q4 2025 | Feb 09, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,150 | 29 | 0.01% | 0.02% | 55 | -350 | -23.33% | Q4 2025 | Jan 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 705 | 18 | 0.0% | 0.0% | 56 | +139 | 24.56% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | New | 521 | 13 | 0.0% | — | 57 | +521 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 500 | 12 | 0.0% | 0.0% | 58 | -200 | -28.57% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | No change | 429 | 11 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 400 | 10 | 0.01% | — | 60 | +400 | New | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 250 | 6 | 0.0% | 0.0% | 62 | -329 | -56.82% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 239 | 6 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -43,853 | -100.0% | Q3 2025 | Oct 27, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,030 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,350 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,507 | -100.0% | Q3 2025 | Nov 12, 2025 |