FIRST TRUST EXCHANGE-TRADED FUND VIII - UXOC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | History | Added to | 811,229 | 28,843 | 4.76% | 4.74% | 1 | +17,256 | 2.17% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 166,526 | 5,920 | 0.02% | 0.03% | 2 | +4,990 | 3.09% | Q4 2025 | Feb 18, 2026 |
| Capital CS Group, LLC | History | Reduced | 72,131 | 2,564 | 3.95% | 3.98% | 3 | -165 | -0.23% | Q4 2025 | Jan 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 47,263 | 1,680 | 0.02% | 0.02% | 4 | +1,979 | 4.37% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 30,853 | 1,096 | 0.31% | 0.22% | 5 | +2,999 | 10.77% | Q4 2025 | Jan 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 18,993 | 675 | 0.02% | — | 6 | +18,993 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,586 | 376 | 0.0% | 0.0% | 7 | -76,347 | -87.82% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 9,447 | 335 | 0.04% | 0.04% | 8 | +443 | 4.92% | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | New | 6,061 | 215 | 0.0% | — | 9 | +6,061 | New | Q4 2025 | Jan 15, 2026 |
| Kovack Advisors, Inc. | History | New | 5,753 | 204 | 0.01% | — | 10 | +5,753 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | New | 500 | 17 | 0.0% | — | 11 | +500 | New | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | New | 201 | 7 | 0.0% | — | 12 | +201 | New | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | New | 128 | 4 | 0.0% | — | 13 | +128 | New | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 93 | 3 | 0.0% | 0.0% | 14 | -1,515 | -94.22% | Q4 2025 | Jan 26, 2026 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2025 | Nov 07, 2025 |