FIRST TRUST EXCHANGE-TRADED FUND VIII - XDEC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 20 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 EQUITY SERVICES, LLC | History | Reduced | 583,044 | 23,859 | 0.03% | 0.03% | 1 | -9,347 | -1.58% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 344,691 | 14,106 | 0.03% | 0.03% | 2 | -3,802 | -1.09% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 304,397 | 12,456 | 0.02% | 0.02% | 3 | -9,011 | -2.88% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 238,543 | 9,761 | 0.01% | 0.02% | 4 | -150,887 | -38.75% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 213,199 | 8,724 | 0.87% | — | 5 | +213,199 | New | Q4 2025 | Apr 01, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 154,596 | 6,326 | 0.03% | 0.03% | 6 | -1,051 | -0.68% | Q4 2025 | Feb 13, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 125,191 | 5,123 | 2.61% | 2.68% | 7 | -2,620 | -2.05% | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | Reduced | 121,900 | 4,988 | 1.27% | 1.41% | 8 | -1,912 | -1.54% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 86,337 | 3,533 | 0.06% | 0.08% | 9 | +1,638 | 1.93% | Q4 2025 | Feb 06, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 66,206 | 2,709 | 0.2% | 0.17% | 10 | -472 | -0.71% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 60,794 | 2,488 | 0.01% | 0.01% | 11 | -505 | -0.82% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 46,850 | 1,917 | 0.0% | 0.0% | 12 | -246,452 | -84.03% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 44,027 | 1,801 | 0.08% | 0.2% | 13 | -58,115 | -56.9% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 39,988 | 1,636 | 0.0% | 0.0% | 14 | +9,426 | 30.84% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 32,772 | 1,341 | 0.0% | 0.01% | 15 | -95,835 | -74.52% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 30,950 | 1,273 | 0.04% | 0.04% | 16 | -130 | -0.42% | Q4 2025 | Jan 23, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 30,731 | 1,257 | 0.25% | 0.27% | 17 | -1,466 | -4.55% | Q4 2025 | Jan 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 27,843 | 1,139 | 0.17% | 0.17% | 18 | -354 | -1.26% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 26,575 | 1,087 | 0.02% | 0.03% | 19 | -6,708 | -20.15% | Q4 2025 | Feb 09, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 22,907 | 937 | 0.07% | 0.07% | 20 | -74 | -0.32% | Q4 2025 | Jan 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 20,150 | 824 | 0.0% | 0.0% | 21 | -569 | -2.75% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 18,231 | 746 | 0.0% | 0.0% | 22 | -295 | -1.59% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,235 | 705 | 0.01% | 0.01% | 23 | +200 | 1.17% | Q4 2025 | Jan 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 16,971 | 694 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,916 | 692 | 0.0% | 0.0% | 25 | -245 | -1.43% | Q4 2025 | Feb 18, 2026 |
| Diligent Investors, LLC | History | Added to | 16,000 | 654 | 0.16% | 0.13% | 26 | +3,050 | 23.55% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 15,926 | 651 | 0.02% | 0.03% | 27 | -14,849 | -48.25% | Q4 2025 | Feb 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 15,643 | 644 | 0.28% | 0.31% | 29 | -641 | -3.94% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 15,751 | 644 | 0.03% | 0.03% | 28 | -81 | -0.51% | Q4 2025 | Feb 12, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 15,501 | 634 | 0.05% | 0.02% | 30 | +10,178 | 191.21% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Wealth | History | No change | 15,460 | 632 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 15,028 | 614 | 0.12% | 0.13% | 32 | -133 | -0.88% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 13,798 | 564 | 0.01% | 0.02% | 33 | -668 | -4.62% | Q4 2025 | Jan 29, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 13,520 | 553 | 0.05% | 0.06% | 34 | +2,295 | 20.45% | Q4 2025 | Jan 22, 2026 |
| SageGuard Financial Group, LLC | History | New | 13,141 | 537 | 0.09% | — | 35 | +13,141 | New | Q4 2025 | Jan 27, 2026 |
| PFS Partners, LLC | History | Added to | 12,735 | 521 | 0.24% | 0.16% | 36 | +4,539 | 55.38% | Q4 2025 | Jan 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 11,327 | 464 | 0.03% | 0.04% | 37 | -1,694 | -13.01% | Q4 2025 | Jan 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 11,287 | 462 | 0.12% | 0.13% | 38 | -1,001 | -8.15% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,373 | 424 | 0.01% | 0.02% | 39 | -14,211 | -57.81% | Q4 2025 | Feb 17, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 9,831 | 402 | 0.09% | 0.1% | 40 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cambridge Advisors Inc. | History | No change | 9,610 | 393 | 0.07% | 0.08% | 41 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,460 | 387 | 0.13% | 0.13% | 42 | -285 | -2.92% | Q4 2025 | Jan 23, 2026 |
| Private Advisory Group LLC | History | Reduced | 9,369 | 383 | 0.03% | 0.03% | 44 | -665 | -6.63% | Q4 2025 | Jan 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 9,370 | 383 | 0.01% | 0.01% | 43 | -416 | -4.25% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 9,311 | 381 | 0.14% | 0.14% | 45 | +124 | 1.35% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,012 | 368 | 0.0% | — | 46 | +9,012 | New | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 7,609 | 311 | 0.05% | — | 47 | +7,609 | New | Q4 2025 | Jan 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 7,535 | 308 | 0.03% | 0.03% | 48 | -92 | -1.21% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | No change | 7,411 | 303 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,300 | 298 | 0.0% | 0.0% | 50 | -270 | -3.57% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | No change | 7,296 | 298 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 6,351 | 259 | 0.08% | 0.09% | 52 | -148 | -2.28% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,928 | 242 | 0.0% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LVZ, Inc. | History | No change | 5,908 | 241 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, LLC | History | No change | 5,901 | 241 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Reduced | 5,830 | 239 | 0.0% | 0.0% | 56 | -356 | -5.75% | Q4 2025 | Jan 26, 2026 |
| ALESCO ADVISORS LLC | History | No change | 5,825 | 238 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | New | 5,772 | 236 | 0.0% | — | 58 | +5,772 | New | Q4 2025 | Feb 09, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 5,511 | 225 | 0.18% | 0.19% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | New | 4,965 | 203 | 0.0% | — | 60 | +4,965 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,917 | 201 | 0.0% | 0.0% | 61 | -4,091 | -45.42% | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,499 | 184 | 0.01% | 0.01% | 62 | -875 | -16.28% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 3,606 | 147 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Reduced | 3,065 | 125 | 0.0% | 0.0% | 64 | -1,943 | -38.8% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | No change | 2,799 | 114 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,650 | 108 | 0.0% | 0.03% | 66 | -91,662 | -97.19% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 2,636 | 107 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,435 | 99 | 0.0% | 0.0% | 68 | +1,953 | 405.19% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | No change | 2,316 | 94 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,300 | 94 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,044 | 42 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | No change | 871 | 35 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 480 | 19 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 413 | 16 | 0.0% | — | 74 | +413 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 413 | 16 | 0.0% | — | 75 | +413 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 300 | 12 | 0.0% | — | 76 | +300 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 218 | 8 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 145 | 5 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 80 | 3 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -115,280 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Financial Guidance Group, Inc. | History | Closed out | 0 | 0 | — | 1.7% | — | -94,312 | -100.0% | Q3 2025 | Nov 05, 2025 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.24% | — | -10,071 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,971 | -100.0% | Q3 2025 | Oct 22, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,878 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,088 | -100.0% | Q3 2025 | Oct 10, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -2,527 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Nova Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,505 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -417 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Truvestments Capital LLC | History | Reduced | 22 | 0 | — | 0.0% | — | -12 | -35.29% | Q4 2025 | Feb 13, 2026 |