FIRST TRUST EXCHANGE-TRADED FUND VIII - XJUL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 135,709 | 5,304 | 0.01% | 0.01% | 1 | -3,660 | -2.63% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 123,986 | 4,846 | 0.01% | 0.01% | 2 | +537 | 0.43% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 57,482 | 2,246 | 0.03% | 0.03% | 3 | +4 | 0.01% | Q4 2025 | Feb 17, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 54,000 | 2,110 | 4.97% | 5.11% | 4 | -200 | -0.37% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 50,419 | 1,970 | 0.01% | 0.01% | 5 | -2,568 | -4.85% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 39,396 | 1,539 | 0.0% | 0.0% | 6 | -203 | -0.51% | Q4 2025 | Feb 17, 2026 |
| Diligent Investors, LLC | History | Reduced | 36,337 | 1,420 | 0.35% | 0.37% | 7 | -2,200 | -5.71% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 34,924 | 1,365 | 0.0% | 0.0% | 8 | +2,839 | 8.85% | Q4 2025 | Feb 10, 2026 |
| Griffith & Werner, Inc. | History | No change | 29,850 | 1,166 | 0.59% | 0.6% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 29,559 | 1,155 | 0.0% | 0.0% | 10 | +1,820 | 6.56% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 26,211 | 1,024 | 0.02% | 0.03% | 11 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,407 | 914 | 0.0% | — | 12 | +23,407 | New | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 21,378 | 835 | 0.02% | — | 13 | +21,378 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 20,606 | 805 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 19,204 | 750 | 0.0% | 0.0% | 15 | -5,582 | -22.52% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,650 | 728 | 0.0% | 0.0% | 16 | -300 | -1.58% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 16,914 | 655 | 0.43% | — | 17 | +16,914 | New | Q4 2025 | Feb 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 16,102 | 630 | 0.04% | 0.04% | 18 | +1,230 | 8.27% | Q4 2025 | Jan 15, 2026 |
| Sequent Planning LLC | History | Reduced | 14,141 | 552 | 0.14% | 0.16% | 19 | -1,025 | -6.76% | Q4 2025 | Feb 05, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 10,287 | 402 | 0.03% | 0.03% | 20 | -101 | -0.97% | Q4 2025 | Jan 16, 2026 |
| PFS Partners, LLC | History | Reduced | 9,706 | 379 | 0.17% | 0.18% | 21 | -60 | -0.61% | Q4 2025 | Jan 16, 2026 |
| Keel Point, LLC | History | No change | 9,636 | 376 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,417 | 368 | 0.0% | 0.0% | 23 | -13,622 | -59.13% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,957 | 351 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 6,828 | 266 | 0.22% | 0.22% | 25 | -19 | -0.28% | Q4 2025 | Feb 13, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 6,443 | 251 | 0.15% | 0.16% | 26 | -218 | -3.27% | Q4 2025 | Jan 06, 2026 |
| CWM, LLC | History | Reduced | 6,337 | 248 | 0.0% | 0.0% | 27 | -111 | -1.72% | Q4 2025 | Jan 26, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,927 | 231 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 5,865 | 229 | 0.0% | 0.0% | 29 | -1,300 | -18.14% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 5,865 | 229 | 0.01% | 0.02% | 30 | -1,300 | -18.14% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 5,858 | 228 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Foguth Wealth Management, LLC. | History | New | 5,598 | 218 | 0.03% | — | 32 | +5,598 | New | Q4 2025 | Jan 05, 2026 |
| BARCLAYS PLC | History | Reduced | 5,053 | 197 | 0.0% | 0.0% | 33 | -127 | -2.45% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,300 | 128 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 2,403 | 93 | 0.0% | — | 35 | +2,403 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 2,225 | 86 | 0.0% | 0.0% | 36 | +2,095 | 1611.54% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,879 | 73 | 0.0% | 0.0% | 37 | -800 | -29.86% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,519 | 59 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 664 | 25 | 0.0% | — | 39 | +664 | New | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 300 | 11 | 0.0% | — | 40 | +300 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 100 | 3 | 0.0% | — | 41 | +100 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 92 | 3 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -10,413 | -100.0% | Q3 2025 | Feb 02, 2026 |