FIRST TRUST EXCHANGE-TRADED FUND VIII - XJUN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | History | Added to | 71,434 | 3,068 | 0.08% | 0.07% | 1 | +7,932 | 12.49% | Q1 2026 | Apr 07, 2026 |
| Signal Advisors Wealth, LLC | History | New | 26,260 | 1,128 | 0.08% | — | 2 | +26,260 | New | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 25,563 | 1,098 | 0.08% | 0.08% | 3 | -17 | -0.07% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Added to | 20,805 | 893 | 0.02% | 0.01% | 4 | +12,944 | 164.66% | Q1 2026 | Apr 13, 2026 |
| Sequent Planning LLC | History | Reduced | 18,965 | 814 | 0.2% | 0.24% | 5 | -2,609 | -12.09% | Q1 2026 | Apr 21, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 16,660 | 729 | 0.3% | 0.35% | 6 | -1,579 | -8.66% | Q1 2026 | Apr 15, 2026 |
| Diligent Investors, LLC | History | No change | 12,920 | 555 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,026 | 473 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 10,483 | 450 | 0.07% | 0.09% | 9 | -2,264 | -17.76% | Q1 2026 | Apr 23, 2026 |
| PFS Partners, LLC | History | Reduced | 8,606 | 369 | 0.17% | 0.17% | 10 | -202 | -2.29% | Q1 2026 | Apr 09, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 8,218 | 354 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cambridge Advisors Inc. | History | No change | 7,980 | 342 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Brookstone Capital Management | History | Reduced | 6,921 | 297 | 0.0% | 0.0% | 13 | -345 | -4.75% | Q1 2026 | Apr 16, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 6,361 | 277 | 0.02% | 0.02% | 14 | -17 | -0.27% | Q1 2026 | Apr 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 6,205 | 266 | 0.11% | 0.12% | 15 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,150 | 264 | 0.0% | 0.0% | 16 | +485 | 8.56% | Q1 2026 | Apr 22, 2026 |
| BAM Wealth Management, LLC | History | New | 4,808 | 206 | 0.15% | — | 17 | +4,808 | New | Q1 2026 | Apr 17, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 4,729 | 203 | 0.14% | 0.13% | 18 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,224 | 181 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -334,612 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -296,753 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.01% | — | -260,255 | -100.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -258,864 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -164,080 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -96,400 | -100.0% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,522 | -100.0% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -48,856 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -44,720 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,167 | -100.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -29,804 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,256 | -100.0% | Q4 2025 | Jan 23, 2026 |
| WEALTHGARDEN F.S. LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -27,260 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,701 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -23,533 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,426 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,303 | -100.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,258 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,085 | -100.0% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,979 | -100.0% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,678 | -100.0% | Q4 2025 | Mar 25, 2026 |
| 1776 Wealth LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -17,431 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.81% | — | -16,954 | -100.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,298 | -100.0% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,617 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,135 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Pitti Group Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -12,025 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Foguth Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,825 | -100.0% | Q4 2025 | Jan 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,758 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,634 | -100.0% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,082 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Grant Street Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -10,464 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,010 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,961 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Millington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -8,856 | -100.0% | Q4 2025 | Feb 09, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -8,403 | -100.0% | Q4 2025 | Feb 12, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,936 | -100.0% | Q4 2025 | Feb 09, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,861 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,825 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,745 | -100.0% | Q4 2025 | Feb 17, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -6,570 | -100.0% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,362 | -100.0% | Q4 2025 | Feb 02, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,128 | -100.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,792 | -100.0% | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,619 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,255 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 1.68% | — | -4,011 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.08% | — | -3,681 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -1,353 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,346 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,180 | -100.0% | Q4 2025 | Mar 16, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -735 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 13, 2026 |