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 | 410,977 | 18,004 | 0.02% | 0.03% | 1 | -135,719 | -24.83% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 341,786 | 14,640 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 298,714 | 12,795 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 296,679 | 12,708 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 212,965 | 9,330 | 0.03% | 0.03% | 5 | +26,463 | 14.19% | Q3 2026 | Nov 02, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 211,101 | 9,248 | 0.83% | 0.88% | 6 | -14,711 | -6.51% | Q3 2026 | Oct 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 191,290 | 8,193 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sequent Planning LLC | History | No change | 122,452 | 5,245 | 1.12% | 1.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 118,821 | 5,205 | 2.07% | 2.39% | 9 | -136 | -0.11% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 88,665 | 3,797 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Added to | 78,943 | 3,458 | 0.0% | 0.0% | 11 | +39,396 | 99.62% | Q3 2026 | Nov 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 64,506 | 2,763 | 0.18% | 0.18% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 62,122 | 2,660 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 44,038 | 1,886 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 42,767 | 1,831 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 38,026 | 1,628 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 31,113 | 1,363 | 0.22% | 0.19% | 17 | +4,190 | 15.56% | Q3 2026 | Oct 26, 2026 |
| Diversify Advisory Services, LLC | History | No change | 30,951 | 1,362 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 30,951 | 1,362 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 29,512 | 1,292 | 0.15% | 0.16% | 20 | -165 | -0.56% | Q3 2026 | Oct 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 21,801 | 955 | 0.04% | 0.04% | 21 | +2,817 | 14.84% | Q3 2026 | Oct 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 21,726 | 930 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 20,470 | 896 | 0.06% | 0.06% | 23 | -237 | -1.14% | Q3 2026 | Oct 08, 2026 |
| Mariner, LLC | History | No change | 18,523 | 793 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 18,019 | 771 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diligent Investors, LLC | History | No change | 17,000 | 744 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 16,971 | 726 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,756 | 717 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 16,504 | 706 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Focus Partners Wealth | History | No change | 15,643 | 670 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 15,121 | 662 | 0.04% | 0.04% | 31 | -145 | -0.95% | Q3 2026 | Oct 26, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 15,227 | 652 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 14,642 | 641 | 0.24% | 0.22% | 33 | -94 | -0.64% | Q3 2026 | Nov 02, 2026 |
| BFC Planning, Inc. | History | No change | 14,677 | 628 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,160 | 620 | 0.01% | 0.01% | 35 | -1,495 | -9.55% | Q3 2026 | Nov 06, 2026 |
| Atria Investments, Inc | History | Added to | 13,695 | 599 | 0.01% | 0.0% | 36 | +4,192 | 44.11% | Q3 2026 | Oct 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 13,435 | 588 | 0.01% | 0.01% | 37 | -363 | -2.63% | Q3 2026 | Nov 02, 2026 |
| PFS Partners, LLC | History | No change | 12,533 | 549 | 0.22% | 0.22% | 38 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,633 | 498 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harvest Investment Services, LLC | History | No change | 11,238 | 481 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | No change | 10,602 | 454 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 9,828 | 430 | 0.09% | 0.09% | 42 | -3 | -0.03% | Q3 2026 | Oct 28, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 9,710 | 425 | 0.07% | 0.07% | 43 | -25 | -0.26% | Q3 2026 | Oct 19, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 9,311 | 407 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,246 | 405 | 0.12% | 0.11% | 45 | -64 | -0.69% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 8,041 | 352 | 0.0% | — | 46 | +8,041 | New | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,742 | 331 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 7,411 | 324 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 7,371 | 323 | 0.06% | 0.06% | 49 | -500 | -6.35% | Q3 2026 | Nov 03, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 7,337 | 322 | 0.03% | 0.04% | 50 | -241 | -3.18% | Q3 2026 | Oct 19, 2026 |
| Simplicity Wealth,LLC | History | No change | 7,338 | 321 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Mutual Advisors, LLC | History | No change | 7,296 | 312 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,050 | 259 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LVZ, Inc. | History | No change | 5,908 | 258 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,039 | 258 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,928 | 253 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAM Wealth Management, LLC | History | New | 5,764 | 252 | 0.14% | — | 57 | +5,764 | New | Q3 2026 | Oct 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 5,825 | 249 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 5,422 | 232 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 5,369 | 229 | 0.17% | 0.17% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,241 | 224 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,040 | 220 | 0.0% | 0.0% | 62 | -13 | -0.26% | Q3 2026 | Oct 30, 2026 |
| StoneX Group Inc. | History | New | 4,951 | 216 | 0.01% | — | 63 | +4,951 | New | Q3 2026 | Nov 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 5,015 | 214 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 4,871 | 213 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 4,745 | 203 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,451 | 191 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BARCLAYS PLC | History | No change | 3,699 | 162 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| IFP Advisors, Inc | History | No change | 3,606 | 157 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 2,771 | 118 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,745 | 117 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,686 | 117 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,260 | 99 | 0.01% | 0.0% | 74 | +828 | 57.82% | Q3 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 2,316 | 99 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,300 | 98 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | No change | 1,808 | 79 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | No change | 1,651 | 72 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 950 | 41 | 0.0% | 0.0% | 78 | -2,256 | -70.37% | Q3 2026 | Oct 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 900 | 38 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 480 | 21 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 441 | 19 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 309 | 13 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 218 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 145 | 6 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 161 | 6 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | History | No change | 128 | 5 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -793 | -100.0% | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |