FIRST TRUST EXCHANGE-TRADED FUND VIII - XJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | History | Added to | 82,213 | 2,969 | 0.07% | 0.02% | 1 | +63,648 | 342.84% | Q1 2026 | May 11, 2026 |
| LexAurum Advisors, LLC | History | New | 75,911 | 2,742 | 0.36% | — | 2 | +75,911 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 65,066 | 2,350 | 0.04% | 0.05% | 3 | +774 | 1.2% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 59,019 | 2,132 | 0.03% | — | 4 | +59,019 | New | Q1 2026 | May 15, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 56,835 | 2,053 | 1.67% | 1.71% | 5 | -1,500 | -2.57% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 44,852 | 1,620 | 0.03% | 0.03% | 6 | -1,127 | -2.45% | Q1 2026 | May 18, 2026 |
| Cetera Investment Advisers | History | Added to | 38,999 | 1,408 | 0.0% | 0.0% | 7 | +15,501 | 65.97% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Added to | 38,066 | 1,375 | 0.33% | 0.1% | 8 | +27,878 | 273.64% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 37,767 | 1,364 | 0.0% | 0.0% | 9 | +1,808 | 5.03% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,602 | 1,213 | 0.0% | 0.0% | 10 | +5,563 | 19.84% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 27,679 | 999 | 0.0% | 0.0% | 11 | -936 | -3.27% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | No change | 16,031 | 579 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 15,522 | 560 | 0.0% | 0.0% | 13 | +494 | 3.29% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 14,753 | 532 | 0.01% | 0.02% | 14 | -6,187 | -29.55% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | New | 11,900 | 429 | 0.11% | — | 15 | +11,900 | New | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 11,807 | 426 | 0.0% | 0.0% | 16 | +4,369 | 58.74% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 9,827 | 355 | 0.0% | 0.0% | 17 | +500 | 5.36% | Q1 2026 | May 06, 2026 |
| PFS Partners, LLC | History | Added to | 9,723 | 351 | 0.16% | 0.08% | 18 | +5,128 | 111.6% | Q1 2026 | Apr 09, 2026 |
| LVZ, Inc. | History | New | 9,653 | 348 | 0.04% | — | 19 | +9,653 | New | Q1 2026 | Apr 28, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 7,773 | 280 | 0.16% | 0.16% | 20 | +497 | 6.83% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,805 | 245 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,187 | 223 | 0.0% | 0.0% | 22 | +215 | 3.6% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,118 | 221 | 0.01% | 0.01% | 23 | -1,025 | -14.35% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,829 | 210 | 0.0% | 0.0% | 24 | -7,549 | -56.43% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 3,348 | 120 | 0.02% | — | 25 | +3,348 | New | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | No change | 2,588 | 93 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,200 | 79 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,796 | 64 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,480 | 53 | 0.0% | 0.0% | 29 | -109 | -6.86% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 448 | 16 | 0.01% | 0.0% | 30 | +218 | 94.78% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 310 | 11 | 0.0% | 0.0% | 31 | -109 | -26.01% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,319 | -100.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,181 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,140 | -100.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,325 | -100.0% | Q1 2026 | May 05, 2026 |