FIRST TRUST EXCHANGE-TRADED FUND VIII - XJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 122,929 | 5,005 | 0.01% | 0.01% | 1 | +1,434 | 1.18% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 57,038 | 2,322 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 51,373 | 2,091 | 0.01% | 0.01% | 3 | -6,510 | -11.25% | Q2 2026 | Jul 28, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 51,200 | 2,084 | 4.77% | 5.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,907 | 2,031 | 0.0% | 0.0% | 5 | +41,616 | 501.94% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 38,622 | 1,572 | 0.0% | 0.01% | 6 | -93,708 | -70.81% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 33,957 | 1,382 | 0.0% | 0.0% | 7 | -173,110 | -83.6% | Q2 2026 | Sep 23, 2026 |
| World Investment Advisors | History | Reduced | 32,649 | 1,329 | 0.02% | 0.02% | 8 | -1,646 | -4.8% | Q2 2026 | Aug 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 31,987 | 1,302 | 0.29% | 0.34% | 9 | -3,750 | -10.49% | Q2 2026 | Jul 24, 2026 |
| Griffith & Werner, Inc. | History | No change | 29,600 | 1,205 | 0.56% | 0.57% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Reduced | 26,032 | 1,059 | 0.0% | 0.0% | 11 | -1,679 | -6.06% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 23,486 | 956 | 0.02% | 0.02% | 12 | -2,952 | -11.17% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 20,694 | 842 | 0.02% | 0.03% | 13 | -15,534 | -42.88% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,300 | 745 | 0.0% | 0.0% | 14 | -350 | -1.88% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | New | 16,982 | 691 | 0.01% | — | 15 | +16,982 | New | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 16,346 | 665 | 0.0% | — | 16 | +16,346 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 14,273 | 581 | 0.0% | 0.0% | 17 | -1,000 | -6.55% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 13,952 | 568 | 0.03% | 0.06% | 18 | -8,007 | -36.46% | Q2 2026 | Aug 07, 2026 |
| Sequent Planning LLC | History | Reduced | 11,750 | 478 | 0.1% | 0.13% | 19 | -1,976 | -14.4% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 11,716 | 477 | 0.01% | 0.0% | 20 | +5,858 | 100.0% | Q2 2026 | Jul 20, 2026 |
| Keel Point, LLC | History | No change | 9,636 | 392 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFS Partners, LLC | History | Reduced | 9,293 | 378 | 0.15% | 0.17% | 22 | -256 | -2.68% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 8,391 | 341 | 0.0% | — | 23 | +8,391 | New | Q2 2026 | Aug 14, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 7,799 | 317 | 0.1% | 0.1% | 24 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,450 | 303 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 6,815 | 277 | 0.2% | 0.22% | 26 | -10 | -0.15% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 6,429 | 261 | 0.0% | 0.0% | 27 | +5,873 | 1056.29% | Q2 2026 | Aug 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,927 | 241 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,865 | 238 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 5,865 | 238 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,598 | 228 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 5,635 | 219 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | No change | 5,053 | 205 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,300 | 134 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,167 | 128 | 0.0% | 0.0% | 35 | -4,591 | -59.18% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,562 | 104 | 0.0% | — | 36 | +2,562 | New | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 1,600 | 65 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,519 | 61 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,100 | 44 | 0.0% | — | 39 | +1,100 | New | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Reduced | 989 | 40 | 0.0% | 0.0% | 40 | -144 | -12.71% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 738 | 30 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 664 | 27 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 611 | 24 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 178 | 7 | 0.0% | 0.0% | 45 | -721 | -80.2% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | No change | 92 | 3 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,652 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,119 | -100.0% | Q2 2026 | Aug 04, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.35% | — | -16,470 | -100.0% | Q2 2026 | Jul 31, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,358 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,520 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Bouchey Financial Group, Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,287 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,970 | -100.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,508 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -8,457 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,676 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Arlington Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -6,902 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,659 | -100.0% | Q2 2026 | Sep 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,315 | -100.0% | Q2 2026 | Sep 23, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,268 | -100.0% | Q2 2026 | Aug 12, 2026 |