FIRST TRUST EXCHANGE-TRADED FUND VIII - TSEP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HFG Wealth Management, LLC | History | No change | 192,561 | 5,006 | 5.06% | 5.03% | 1 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 29,993 | 779 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 25,538 | 684 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 12,533 | 336 | 0.0% | — | 4 | +12,533 | New | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,935 | 320 | 0.0% | 0.0% | 5 | +3,420 | 40.16% | Q3 2026 | Nov 09, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,311 | 242 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 9,204 | 239 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | No change | 2,476 | 64 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,315 | 62 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,465 | 38 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 600 | 16 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | New | 184 | 4 | 0.0% | — | 12 | +184 | New | Q3 2026 | Oct 16, 2026 |
| UBS Group AG | History | New | 110 | 2 | 0.0% | — | 13 | +110 | New | Q3 2026 | Nov 10, 2026 |