FIRST TRUST EXCHANGE-TRADED FUND VIII - XDEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 546,696 | 23,417 | 0.03% | 0.03% | 1 | -12,383 | -2.21% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 341,786 | 14,640 | 0.03% | 0.03% | 2 | +7,432 | 2.22% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 298,714 | 12,795 | 0.01% | 0.01% | 3 | +70,956 | 31.15% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 296,679 | 12,708 | 0.01% | 0.02% | 4 | -7,617 | -2.5% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 225,812 | 9,672 | 0.88% | 0.86% | 5 | +10,753 | 5.0% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 191,290 | 8,193 | 0.0% | 0.0% | 6 | +144,102 | 305.38% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 186,502 | 7,988 | 0.03% | 0.03% | 7 | -41,334 | -18.14% | Q2 2026 | Jul 28, 2026 |
| Sequent Planning LLC | History | Reduced | 122,452 | 5,245 | 1.12% | 1.23% | 8 | -3,912 | -3.1% | Q2 2026 | Aug 14, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 118,957 | 5,096 | 2.39% | 2.45% | 9 | -3,761 | -3.06% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | New | 88,665 | 3,797 | 0.06% | — | 10 | +88,665 | New | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 64,506 | 2,763 | 0.18% | 0.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 62,122 | 2,660 | 0.0% | 0.0% | 12 | +55,518 | 840.67% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 44,038 | 1,886 | 0.0% | 0.0% | 13 | +19,441 | 79.04% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 42,767 | 1,831 | 0.07% | 0.08% | 14 | -425 | -0.98% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 39,547 | 1,693 | 0.0% | 0.0% | 15 | +504 | 1.29% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 38,026 | 1,628 | 0.02% | 0.03% | 16 | -15,102 | -28.43% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | New | 30,951 | 1,329 | 0.02% | — | 18 | +30,951 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 30,951 | 1,329 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 29,677 | 1,271 | 0.16% | 0.17% | 19 | -54 | -0.18% | Q2 2026 | Aug 05, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 26,923 | 1,153 | 0.19% | 0.22% | 20 | -2,005 | -6.93% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,726 | 930 | 0.02% | 0.01% | 21 | +9,580 | 78.87% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 20,707 | 886 | 0.06% | 0.06% | 22 | +564 | 2.8% | Q2 2026 | Jul 08, 2026 |
| Signal Advisors Wealth, LLC | History | New | 18,984 | 813 | 0.04% | — | 23 | +18,984 | New | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | Added to | 18,523 | 793 | 0.0% | 0.0% | 24 | +292 | 1.6% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 18,019 | 771 | 0.0% | 0.0% | 25 | -136 | -0.75% | Q2 2026 | Aug 11, 2026 |
| Diligent Investors, LLC | History | No change | 17,000 | 728 | 0.16% | 0.17% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,756 | 717 | 0.0% | 0.0% | 27 | -160 | -0.95% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,504 | 706 | 0.0% | — | 28 | +16,504 | New | Q2 2026 | Sep 02, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 16,971 | 684 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,655 | 670 | 0.01% | 0.01% | 31 | -1,580 | -9.17% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | Added to | 15,643 | 670 | 0.0% | 0.0% | 30 | +183 | 1.18% | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,266 | 660 | 0.04% | 0.04% | 32 | +1,782 | 13.22% | Q2 2026 | Aug 10, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 14,736 | 631 | 0.22% | 0.26% | 33 | -73 | -0.49% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13,798 | 591 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFS Partners, LLC | History | Added to | 12,533 | 536 | 0.22% | 0.23% | 35 | +265 | 2.16% | Q2 2026 | Jul 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,633 | 498 | 0.03% | 0.03% | 36 | +90 | 0.78% | Q2 2026 | Aug 07, 2026 |
| Harvest Investment Services, LLC | History | New | 11,238 | 481 | 0.07% | — | 37 | +11,238 | New | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 10,602 | 454 | 0.06% | 0.07% | 38 | -244 | -2.25% | Q2 2026 | Jul 27, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 9,831 | 421 | 0.09% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Advisors Inc. | History | No change | 9,735 | 416 | 0.07% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | New | 9,503 | 407 | 0.0% | — | 41 | +9,503 | New | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,310 | 398 | 0.11% | 0.13% | 43 | -150 | -1.59% | Q2 2026 | Jul 24, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 9,311 | 398 | 0.13% | 0.14% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keystone Wealth Services, LLC | History | No change | 7,871 | 337 | 0.06% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,742 | 331 | 0.0% | 0.0% | 45 | +2,535 | 48.68% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 7,578 | 325 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sigma Planning Corp | History | No change | 7,411 | 317 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | New | 7,338 | 314 | 0.01% | — | 48 | +7,338 | New | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 7,296 | 312 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,050 | 259 | 0.0% | 0.0% | 50 | -183 | -2.94% | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,039 | 258 | 0.0% | 0.0% | 51 | +146 | 2.48% | Q2 2026 | Aug 18, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,928 | 253 | 0.0% | 0.01% | 53 | -2,686 | -31.18% | Q2 2026 | Aug 10, 2026 |
| LVZ, Inc. | History | No change | 5,908 | 253 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 5,825 | 249 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 5,830 | 235 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 5,422 | 232 | 0.0% | — | 56 | +5,422 | New | Q2 2026 | Aug 14, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 5,369 | 229 | 0.17% | 0.18% | 57 | -142 | -2.58% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 5,241 | 224 | 0.0% | — | 58 | +5,241 | New | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,053 | 216 | 0.0% | 0.0% | 59 | -14 | -0.28% | Q2 2026 | Jul 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 5,015 | 214 | 0.01% | — | 60 | +5,015 | New | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,871 | 208 | 0.0% | 0.01% | 61 | -4,499 | -48.01% | Q2 2026 | Jul 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 4,745 | 203 | 0.0% | 0.02% | 62 | -19,897 | -80.74% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,451 | 191 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BARCLAYS PLC | History | Reduced | 3,699 | 158 | 0.0% | 0.0% | 64 | -508 | -12.08% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 3,606 | 154 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,206 | 137 | 0.0% | — | 66 | +3,206 | New | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 2,771 | 118 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,745 | 117 | 0.0% | 0.0% | 68 | +1,103 | 67.17% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,686 | 115 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | No change | 2,316 | 99 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,300 | 98 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,808 | 77 | 0.01% | 0.01% | 72 | -15 | -0.82% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 1,651 | 70 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,432 | 61 | 0.0% | 0.0% | 74 | +1,123 | 363.43% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 900 | 38 | 0.0% | 0.0% | 75 | -1,750 | -66.04% | Q2 2026 | Aug 12, 2026 |
| Bullseye Investment Management, LLC | History | No change | 793 | 33 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 480 | 20 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 441 | 19 | 0.0% | 0.0% | 78 | +141 | 47.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 309 | 13 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | New | 250 | 10 | 0.0% | — | 80 | +250 | New | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 218 | 9 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 161 | 6 | 0.0% | — | 84 | +161 | New | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 145 | 6 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | History | No change | 128 | 5 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -59,139 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Bouchey Financial Group, Ltd. | History | Closed out | 0 | 0 | — | 0.11% | — | -35,188 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,024 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,591 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,306 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,282 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,056 | -100.0% | Q2 2026 | Jul 16, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,557 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -798 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.01% | — | -504 | -100.0% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | Reduced | 2 | 0 | — | 0.0% | — | -433 | -99.54% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Aug 12, 2026 |