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 | Reduced | 192,561 | 5,006 | 5.03% | 5.01% | 1 | -185,533 | -49.07% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 29,993 | 779 | 0.01% | 0.02% | 2 | -13,148 | -30.48% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 25,538 | 663 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,311 | 242 | 0.0% | — | 4 | +9,311 | New | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | Added to | 9,204 | 239 | 0.0% | 0.0% | 5 | +698 | 8.21% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,515 | 221 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 8,415 | 202 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Regatta Research & Money Management | History | New | 2,476 | 64 | 0.06% | — | 8 | +2,476 | New | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,315 | 60 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 23, 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 | 15 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,022 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,514 | -100.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -433 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -347 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q2 2026 | Aug 14, 2026 |