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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 207,067 | 8,053 | 0.0% | 0.0% | 1 | +172,143 | 492.91% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 132,330 | 5,146 | 0.01% | 0.0% | 2 | +92,934 | 235.9% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 121,495 | 4,724 | 0.01% | 0.01% | 3 | -2,491 | -2.01% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 57,883 | 2,251 | 0.01% | 0.01% | 4 | +7,464 | 14.8% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 57,038 | 2,218 | 0.0% | 0.01% | 5 | -78,671 | -57.97% | Q1 2026 | Apr 27, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 51,200 | 1,991 | 5.0% | 4.97% | 6 | -2,800 | -5.19% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 36,228 | 1,408 | 0.03% | 0.02% | 7 | +15,622 | 75.81% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 35,737 | 1,389 | 0.34% | 0.35% | 8 | -600 | -1.65% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | New | 34,295 | 1,333 | 0.02% | — | 9 | +34,295 | New | Q1 2026 | Apr 27, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 29,600 | 1,151 | 0.57% | 0.59% | 10 | -250 | -0.84% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 27,711 | 1,077 | 0.0% | 0.0% | 11 | -1,848 | -6.25% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 26,438 | 1,028 | 0.02% | 0.02% | 12 | +5,060 | 23.67% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 21,959 | 854 | 0.06% | 0.04% | 13 | +5,857 | 36.37% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,652 | 842 | 0.0% | 0.0% | 14 | -1,755 | -7.5% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 20,119 | 782 | 0.05% | — | 15 | +20,119 | New | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,650 | 725 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VestGen Investment Management | History | New | 16,470 | 640 | 0.35% | — | 17 | +16,470 | New | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 15,358 | 619 | 0.02% | — | 18 | +15,358 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 15,273 | 594 | 0.0% | 0.0% | 19 | -3,931 | -20.47% | Q1 2026 | May 06, 2026 |
| Sequent Planning LLC | History | Reduced | 13,726 | 533 | 0.13% | 0.14% | 20 | -415 | -2.93% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | New | 10,520 | 409 | 0.0% | — | 21 | +10,520 | New | Q1 2026 | May 05, 2026 |
| Bouchey Financial Group Ltd | History | No change | 10,287 | 407 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 9,970 | 387 | 0.0% | — | 23 | +9,970 | New | Q1 2026 | May 04, 2026 |
| Keel Point, LLC | History | No change | 9,636 | 374 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| PFS Partners, LLC | History | Reduced | 9,549 | 371 | 0.17% | 0.17% | 25 | -157 | -1.62% | Q1 2026 | Apr 09, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 8,457 | 331 | 0.24% | 0.43% | 26 | -8,457 | -50.0% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,508 | 330 | 0.0% | — | 27 | +8,508 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,291 | 322 | 0.0% | 0.0% | 28 | -1,126 | -11.96% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 7,676 | 298 | 0.02% | — | 30 | +7,676 | New | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,450 | 298 | 0.01% | 0.01% | 29 | -1,507 | -16.82% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,758 | 297 | 0.0% | 0.0% | 31 | +5,879 | 312.88% | Q1 2026 | May 13, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 6,902 | 268 | 0.15% | 0.15% | 32 | +459 | 7.12% | Q1 2026 | May 01, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 6,825 | 265 | 0.22% | 0.22% | 33 | -3 | -0.04% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,927 | 230 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,865 | 228 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 5,865 | 228 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 5,858 | 227 | 0.0% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,598 | 226 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| CWM, LLC | History | Reduced | 5,635 | 219 | 0.0% | 0.0% | 39 | -702 | -11.08% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 5,315 | 206 | 0.0% | — | 40 | +5,315 | New | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | No change | 5,053 | 196 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,268 | 165 | 0.0% | 0.03% | 42 | -53,214 | -92.58% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,300 | 128 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | New | 1,600 | 62 | 0.01% | — | 44 | +1,600 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,519 | 59 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Reduced | 1,133 | 44 | 0.0% | 0.0% | 46 | -1,270 | -52.85% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 899 | 34 | 0.0% | — | 47 | +899 | New | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 738 | 28 | 0.0% | 0.02% | 48 | -25,473 | -97.18% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 664 | 25 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | New | 611 | 23 | 0.0% | — | 50 | +611 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 556 | 21 | 0.0% | 0.0% | 51 | -1,669 | -75.01% | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | No change | 92 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |