FIRST TRUST EXCHANGE-TRADED FUND VIII - XJAN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | History | Reduced | 64,292 | 2,368 | 0.05% | 0.06% | 1 | -9,337 | -12.68% | Q4 2025 | Feb 09, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 58,335 | 2,148 | 1.71% | 2.11% | 2 | -9,935 | -14.55% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 45,979 | 1,693 | 0.03% | 0.04% | 3 | -639 | -1.37% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,959 | 1,324 | 0.0% | 0.0% | 4 | -13,054 | -26.63% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 28,615 | 1,054 | 0.0% | 0.01% | 5 | -3,435 | -10.72% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,039 | 1,032 | 0.0% | 0.0% | 6 | -4,320 | -13.35% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,498 | 865 | 0.0% | 0.0% | 7 | -94,067 | -80.01% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 22,319 | 822 | 0.0% | — | 8 | +22,319 | New | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 20,940 | 771 | 0.02% | 0.01% | 9 | +675 | 3.33% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 18,565 | 683 | 0.02% | 0.02% | 10 | -1,469 | -7.33% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,181 | 596 | 0.0% | 0.0% | 11 | -6,570 | -28.88% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | No change | 16,031 | 590 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,028 | 553 | 0.0% | 0.0% | 13 | -1,566 | -9.44% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,378 | 492 | 0.0% | 0.0% | 14 | -3,884 | -22.5% | Q4 2025 | Feb 17, 2026 |
| Sequent Planning LLC | History | Reduced | 10,188 | 375 | 0.1% | 0.11% | 15 | -101 | -0.98% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 9,327 | 343 | 0.0% | 0.0% | 16 | -456 | -4.66% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 7,438 | 273 | 0.0% | 0.0% | 17 | -5,016 | -40.28% | Q4 2025 | Feb 13, 2026 |
| Arlington Capital Management, Inc. | History | New | 7,276 | 268 | 0.16% | — | 18 | +7,276 | New | Q4 2025 | Jan 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,143 | 263 | 0.01% | 0.02% | 19 | -15,196 | -68.02% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,805 | 250 | 0.0% | 0.0% | 20 | -583 | -7.89% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,140 | 226 | 0.0% | 0.0% | 21 | -3,371 | -35.44% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,972 | 219 | 0.0% | 0.0% | 22 | -141,826 | -95.96% | Q4 2025 | Feb 10, 2026 |
| PFS Partners, LLC | History | Reduced | 4,595 | 169 | 0.08% | 0.08% | 23 | -9 | -0.2% | Q4 2025 | Jan 16, 2026 |
| BARCLAYS PLC | History | Reduced | 2,588 | 95 | 0.0% | 0.0% | 24 | -3,124 | -54.69% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,200 | 81 | 0.0% | 0.0% | 25 | -200 | -8.33% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,796 | 66 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,589 | 58 | 0.0% | 0.0% | 27 | +419 | 35.81% | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | Reduced | 1,325 | 48 | 0.0% | 0.0% | 28 | -1,717 | -56.44% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | New | 419 | 15 | 0.0% | — | 29 | +419 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 230 | 8 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -175,742 | -100.0% | Q3 2025 | Oct 29, 2025 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.22% | — | -10,305 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Stonebridge Financial Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,314 | -100.0% | Q3 2025 | Nov 18, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,194 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,561 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 12, 2025 |