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 | 114,898 | 3,022 | 0.06% | 0.06% | 1 | -2,940 | -2.49% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 99,950 | 2,629 | 0.0% | 0.0% | 2 | -48,846 | -32.83% | Q1 2026 | May 13, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 81,158 | 2,135 | 1.57% | 1.63% | 3 | -2,136 | -2.56% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 69,854 | 1,837 | 0.0% | 0.0% | 4 | +4,302 | 6.56% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 64,030 | 1,684 | 0.0% | 0.01% | 5 | -126,195 | -66.34% | Q1 2026 | May 15, 2026 |
| SMART Wealth LLC | History | Reduced | 61,986 | 1,630 | 0.48% | 0.55% | 6 | -7,076 | -10.25% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 57,501 | 1,513 | 0.0% | 0.0% | 7 | -3,108 | -5.13% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 43,964 | 1,156 | 0.0% | 0.0% | 8 | -1,266 | -2.8% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,299 | 1,060 | 0.0% | 0.0% | 9 | -17,138 | -29.84% | Q1 2026 | Apr 27, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 39,438 | 1,039 | 1.0% | 0.76% | 10 | +8,563 | 27.73% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,117 | 950 | 0.0% | 0.0% | 11 | +11,393 | 46.08% | Q1 2026 | Apr 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 34,726 | 918 | 0.03% | 0.02% | 12 | -3,790 | -9.84% | Q1 2026 | Apr 08, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 32,000 | 841 | 0.06% | 0.06% | 13 | -579 | -1.78% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 29,264 | 769 | 0.0% | 0.0% | 14 | -1,185 | -3.89% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 27,056 | 711 | 0.01% | 0.01% | 15 | -217 | -0.8% | Q1 2026 | May 18, 2026 |
| Ignite Planners, LLC | History | Reduced | 26,205 | 689 | 0.11% | 0.11% | 16 | -795 | -2.94% | Q1 2026 | Apr 17, 2026 |
| Grantvest Financial Group LLC | History | Added to | 22,761 | 598 | 0.39% | 0.37% | 17 | +673 | 3.05% | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 18,980 | 499 | 0.09% | 0.18% | 18 | -22,216 | -53.93% | Q1 2026 | May 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,673 | 491 | 0.0% | — | 19 | +18,673 | New | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 16,545 | 435 | 0.14% | 0.14% | 20 | -130 | -0.78% | Q1 2026 | May 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 13,149 | 345 | 0.11% | 0.12% | 21 | -734 | -5.29% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 12,914 | 342 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 12,830 | 337 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | No change | 12,500 | 328 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 12,101 | 318 | 0.02% | — | 25 | +12,101 | New | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 12,032 | 316 | 0.06% | 0.07% | 26 | -1,805 | -13.04% | Q1 2026 | May 14, 2026 |
| Benson Wealth Management INC | History | Reduced | 11,765 | 309 | 0.42% | 1.2% | 27 | -29,736 | -71.65% | Q1 2026 | May 12, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 11,518 | 303 | 0.08% | 0.08% | 28 | -45 | -0.39% | Q1 2026 | May 12, 2026 |
| Diligent Investors, LLC | History | No change | 10,600 | 278 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 9,947 | 261 | 0.0% | 0.0% | 30 | -1,190 | -10.69% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,465 | 222 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 7,926 | 208 | 0.01% | 0.01% | 32 | -223 | -2.74% | Q1 2026 | May 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 7,734 | 203 | 0.01% | 0.04% | 33 | -21,683 | -73.71% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 6,116 | 160 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 5,909 | 155 | 0.05% | 0.06% | 35 | -602 | -9.25% | Q1 2026 | Apr 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,728 | 151 | 0.0% | 0.0% | 36 | -92 | -1.58% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,756 | 151 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,580 | 146 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 4,128 | 108 | 0.02% | 0.02% | 39 | -867 | -17.36% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,798 | 99 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,678 | 96 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,290 | 86 | 0.0% | 0.0% | 42 | +2,143 | 186.84% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 2,948 | 77 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 37,342 | 69 | 0.0% | 0.0% | 44 | +30,434 | 440.56% | Q1 2026 | Apr 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,578 | 41 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,545 | 40 | 0.0% | 0.0% | 46 | -87 | -5.33% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,286 | 33 | 0.01% | — | 47 | +1,286 | New | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,121 | 29 | 0.0% | 0.02% | 48 | -36,815 | -97.05% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,017 | 26 | 0.0% | 0.0% | 49 | +312 | 44.26% | Q1 2026 | Apr 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,000 | 26 | 0.01% | 0.01% | 50 | -150 | -13.04% | Q1 2026 | Apr 02, 2026 |
| UBS Group AG | History | Added to | 721 | 18 | 0.0% | 0.0% | 51 | +471 | 188.4% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | No change | 521 | 13 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | No change | 429 | 11 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 400 | 10 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 370 | 9 | 0.0% | 0.02% | 56 | -57,975 | -99.37% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 239 | 6 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 1.63% | — | -83,294 | -100.0% | Q1 2026 | May 11, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.28% | — | -59,282 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -17,983 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -8,801 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,261 | -100.0% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -5,108 | -100.0% | Q1 2026 | Apr 06, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,639 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,581 | -100.0% | Q1 2026 | May 08, 2026 |