FIRST TRUST EXCHANGE-TRADED FUND VIII - XFEB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 106,544 | 4,073 | 0.0% | 0.0% | 1 | -1,914 | -1.76% | Q3 2026 | Nov 06, 2026 |
| Diligent Investors, LLC | History | Reduced | 66,851 | 2,556 | 0.56% | 0.58% | 2 | -3,051 | -4.36% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 67,339 | 2,518 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 37,659 | 1,408 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 31,599 | 1,208 | 0.01% | 0.01% | 5 | +2,266 | 7.73% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,446 | 1,087 | 0.0% | 0.0% | 6 | -28,263 | -49.84% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 20,376 | 761 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,725 | 700 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,921 | 685 | 0.0% | 0.0% | 9 | -3,799 | -17.49% | Q3 2026 | Nov 02, 2026 |
| LifeWealth Investments, LLC | History | No change | 16,147 | 617 | 0.17% | 0.16% | 10 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,151 | 566 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | New | 13,436 | 513 | 0.0% | — | 12 | +13,436 | New | Q3 2026 | Oct 15, 2026 |
| Harvest Investment Services, LLC | History | No change | 12,843 | 480 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,025 | 459 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Clear Point Advisors Inc. | History | New | 11,012 | 421 | 0.29% | — | 15 | +11,012 | New | Q3 2026 | Oct 30, 2026 |
| Sequent Planning LLC | History | No change | 8,260 | 308 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 7,854 | 300 | 0.04% | 0.05% | 17 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PFS Partners, LLC | History | No change | 7,375 | 281 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,024 | 224 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAM Wealth Management, LLC | History | New | 5,675 | 216 | 0.12% | — | 20 | +5,675 | New | Q3 2026 | Oct 15, 2026 |
| BARCLAYS PLC | History | No change | 5,542 | 211 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,382 | 205 | 0.0% | 0.01% | 22 | -8,251 | -60.52% | Q3 2026 | Nov 09, 2026 |
| IFP Advisors, Inc | History | No change | 4,758 | 181 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,160 | 159 | 0.05% | 0.04% | 24 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Luken Investment Analytics, LLC | History | No change | 3,387 | 129 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 907 | 33 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 800 | 30 | 0.0% | 0.0% | 27 | +350 | 77.78% | Q3 2026 | Oct 08, 2026 |
| CX Institutional | History | No change | 303 | 12 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 10, 2026 |