FIRST TRUST EXCHANGE-TRADED FUND VIII - TDEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | New | 586 | 24,091 | 0.38% | — | 1 | +586 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 54,828 | 1,334 | 0.02% | — | 2 | +54,828 | New | Q1 2026 | May 15, 2026 |
| Luken Investment Analytics, LLC | History | New | 28,061 | 683 | 0.26% | — | 3 | +28,061 | New | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | New | 22,563 | 549 | 0.15% | — | 4 | +22,563 | New | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | New | 17,075 | 415 | 0.02% | — | 5 | +17,075 | New | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 16,455 | 400 | 0.0% | 0.0% | 6 | +6,081 | 58.62% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,002 | 219 | 0.0% | — | 7 | +9,002 | New | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,569 | 86 | 0.0% | 0.0% | 8 | +420 | 13.34% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 3,039 | 73 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,990 | 48 | 0.0% | 0.0% | 10 | -1,048 | -34.5% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,257 | 30 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Park Square Financial Group, LLC | History | New | 409 | 9 | 0.07% | — | 12 | +409 | New | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | New | 122 | 2 | 0.0% | — | 14 | +122 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,693 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q1 2026 | May 05, 2026 |