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 | 112,553 | 3,114 | 0.05% | 0.05% | 1 | -340 | -0.3% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 106,310 | 3,017 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 91,607 | 2,599 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 85,364 | 2,422 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 81,155 | 2,303 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 46,856 | 1,329 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 46,366 | 1,283 | 0.88% | 0.79% | 7 | +8,700 | 23.1% | Q3 2026 | Oct 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 44,895 | 1,274 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,853 | 1,241 | 0.0% | 0.0% | 9 | +6,760 | 17.75% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 43,119 | 1,193 | 0.0% | 0.0% | 10 | -10,055 | -18.91% | Q3 2026 | Nov 02, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 34,726 | 959 | 0.02% | 0.03% | 11 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 33,982 | 940 | 0.06% | 0.06% | 12 | +970 | 2.94% | Q3 2026 | Oct 08, 2026 |
| Ignite Planners, LLC | History | Added to | 27,746 | 767 | 0.1% | 0.11% | 13 | +280 | 1.02% | Q3 2026 | Oct 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 26,785 | 760 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 27,270 | 755 | 0.0% | — | 15 | +27,270 | New | Q3 2026 | Nov 02, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 26,740 | 740 | 0.5% | 0.49% | 16 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Optivise Advisory Services LLC | History | Added to | 25,589 | 708 | 0.35% | 0.29% | 17 | +5,357 | 26.48% | Q3 2026 | Oct 16, 2026 |
| Csenge Advisory Group | History | Added to | 24,570 | 679 | 0.03% | 0.02% | 18 | +9,731 | 65.58% | Q3 2026 | Nov 04, 2026 |
| Grantvest Financial Group LLC | History | Added to | 24,257 | 671 | 0.39% | 0.39% | 19 | +433 | 1.82% | Q3 2026 | Oct 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,521 | 639 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 21,456 | 593 | 0.21% | 0.22% | 21 | -37 | -0.17% | Q3 2026 | Oct 15, 2026 |
| Diligent Investors, LLC | History | No change | 21,100 | 583 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 19,399 | 550 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| StoneX Group Inc. | History | Added to | 17,928 | 496 | 0.02% | 0.02% | 24 | +862 | 5.05% | Q3 2026 | Nov 03, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 16,530 | 469 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,505 | 383 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,502 | 374 | 0.0% | 0.0% | 27 | -15 | -0.11% | Q3 2026 | Oct 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 13,192 | 365 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 12,914 | 358 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 12,635 | 358 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 12,481 | 345 | 0.04% | 0.01% | 31 | +8,353 | 202.35% | Q3 2026 | Oct 29, 2026 |
| Mariner, LLC | History | No change | 12,100 | 343 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 11,819 | 339 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 11,681 | 331 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 11,367 | 322 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benson Wealth Management INC | History | No change | 11,349 | 322 | 0.32% | 0.32% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 11,160 | 316 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 10,986 | 311 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 9,369 | 259 | 0.07% | 0.08% | 39 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,465 | 240 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GTS SECURITIES LLC | History | No change | 8,253 | 234 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,936 | 225 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Reduced | 7,881 | 218 | 0.01% | 0.01% | 43 | -34 | -0.43% | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 7,645 | 216 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,181 | 203 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,178 | 203 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 6,656 | 184 | 0.02% | 0.02% | 47 | +900 | 15.64% | Q3 2026 | Oct 27, 2026 |
| Spire Wealth Management | History | No change | 6,116 | 169 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Capital Analysts, LLC | History | No change | 5,728 | 163 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,311 | 150 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,941 | 116 | 0.0% | 0.0% | 51 | +496 | 1.29% | Q3 2026 | Oct 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,798 | 105 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,697 | 104 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,670 | 46 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,080 | 29 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,000 | 28 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 875 | 24 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| AE Wealth Management LLC | History | No change | 690 | 19 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 546 | 15 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MORGAN STANLEY | History | No change | 521 | 14 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 400 | 11 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 400 | 11 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 236 | 6 | 0.0% | 0.0% | 64 | -217 | -47.9% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | New | 71 | 1 | 0.0% | — | 65 | +71 | New | Q3 2026 | Oct 21, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -37,657 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,653 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Park Square Financial Group, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |