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 | No change | 122,929 | 5,005 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 56,890 | 2,372 | 0.01% | 0.01% | 2 | +5,517 | 10.74% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 49,907 | 2,031 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,983 | 2,001 | 0.0% | 0.0% | 4 | -9,055 | -15.88% | Q3 2026 | Nov 02, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 42,900 | 1,789 | 3.54% | 4.77% | 5 | -8,300 | -16.21% | Q3 2026 | Nov 03, 2026 |
| Cetera Investment Advisers | History | No change | 38,622 | 1,572 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | Added to | 35,332 | 1,473 | 0.32% | 0.29% | 7 | +3,345 | 10.46% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,957 | 1,382 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| World Investment Advisors | History | No change | 32,649 | 1,329 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Griffith & Werner, Inc. | History | No change | 29,600 | 1,234 | 0.49% | 0.56% | 10 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Mariner, LLC | History | No change | 26,032 | 1,059 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 23,486 | 956 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 20,694 | 842 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,300 | 745 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 16,982 | 691 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 16,346 | 665 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,562 | 599 | 0.04% | 0.03% | 17 | +610 | 4.37% | Q3 2026 | Nov 09, 2026 |
| LPL Financial LLC | History | Reduced | 13,701 | 571 | 0.0% | 0.0% | 18 | -572 | -4.01% | Q3 2026 | Nov 06, 2026 |
| IFP Advisors, Inc | History | No change | 11,716 | 488 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Sequent Planning LLC | History | No change | 11,750 | 478 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 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 | 9,215 | 384 | 0.16% | 0.15% | 22 | -78 | -0.84% | Q3 2026 | Oct 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,391 | 341 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 7,799 | 325 | 0.1% | 0.1% | 24 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,450 | 310 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 6,815 | 277 | 0.2% | 0.2% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 6,429 | 261 | 0.0% | 0.0% | 27 | 0 | 0.0% | 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 | 233 | 0.02% | 0.03% | 31 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BARCLAYS PLC | History | No change | 5,053 | 210 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,300 | 137 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,167 | 128 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,562 | 104 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 1,600 | 66 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,519 | 63 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 989 | 40 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 900 | 37 | 0.0% | 0.0% | 39 | -200 | -18.18% | Q3 2026 | Oct 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 738 | 30 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 664 | 27 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 611 | 24 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 177 | 7 | 0.0% | — | 45 | +177 | New | Q3 2026 | Nov 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 178 | 7 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 92 | 3 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |