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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | Reduced | 4,003 | 93,234 | 1.47% | 1.68% | 1 | -8 | -0.2% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 349,887 | 15,031 | 0.02% | 0.01% | 2 | +89,632 | 34.44% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 316,615 | 13,602 | 0.02% | 0.02% | 3 | -17,997 | -5.38% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 286,224 | 12,296 | 0.05% | 0.05% | 4 | -10,529 | -3.55% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 256,404 | 11,015 | 0.0% | 0.0% | 5 | +217,237 | 554.64% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 240,653 | 10,339 | 0.01% | 0.01% | 6 | -18,211 | -7.03% | Q1 2026 | Apr 27, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 151,441 | 6,506 | 0.68% | 0.77% | 7 | -12,639 | -7.7% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 96,100 | 4,128 | 0.09% | 0.09% | 8 | -300 | -0.31% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 71,434 | 3,068 | 0.08% | 0.07% | 9 | +7,932 | 12.49% | Q1 2026 | Apr 07, 2026 |
| LPL Financial LLC | History | Reduced | 52,584 | 2,259 | 0.0% | 0.0% | 10 | -3,938 | -6.97% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 44,134 | 1,896 | 0.03% | 0.05% | 11 | -4,722 | -9.67% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 42,770 | 1,837 | 0.01% | 0.02% | 12 | -1,950 | -4.36% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 29,448 | 1,265 | 0.02% | 0.03% | 13 | -356 | -1.19% | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 27,236 | 1,170 | 0.8% | 0.78% | 14 | -24 | -0.09% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | New | 26,260 | 1,128 | 0.08% | — | 15 | +26,260 | New | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 25,499 | 1,121 | 0.02% | — | 16 | +25,499 | New | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 25,563 | 1,098 | 0.08% | 0.08% | 17 | -17 | -0.07% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 25,099 | 1,078 | 0.0% | 0.0% | 18 | -602 | -2.34% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 23,361 | 1,003 | 0.14% | 0.15% | 19 | -172 | -0.73% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | New | 21,486 | 923 | 0.02% | — | 20 | +21,486 | New | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | New | 20,947 | 899 | 0.5% | — | 21 | +20,947 | New | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 20,805 | 893 | 0.02% | 0.01% | 22 | +12,944 | 164.66% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,205 | 868 | 0.0% | 0.01% | 23 | -2,098 | -9.41% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,168 | 866 | 0.0% | 0.0% | 24 | +83 | 0.41% | Q1 2026 | Apr 30, 2026 |
| VestGen Advisors, LLC | History | New | 19,520 | 861 | 0.02% | — | 25 | +19,520 | New | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 18,979 | 815 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sequent Planning LLC | History | Reduced | 18,965 | 814 | 0.2% | 0.24% | 27 | -2,609 | -12.09% | Q1 2026 | Apr 21, 2026 |
| Benson Wealth Management INC | History | Added to | 17,911 | 769 | 1.05% | 0.81% | 28 | +957 | 5.64% | Q1 2026 | May 12, 2026 |
| 1776 Wealth LLC | History | No change | 17,431 | 748 | 0.29% | 0.28% | 29 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 16,660 | 729 | 0.3% | 0.35% | 30 | -1,579 | -8.66% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,152 | 693 | 0.0% | 0.0% | 31 | +1,854 | 12.97% | Q1 2026 | May 04, 2026 |
| Diligent Investors, LLC | History | No change | 12,920 | 555 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 12,135 | 532 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 12,025 | 516 | 0.42% | 0.42% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 11,634 | 499 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 11,168 | 494 | 0.06% | 0.08% | 36 | -657 | -5.56% | Q1 2026 | Jun 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,026 | 473 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 10,483 | 450 | 0.07% | 0.09% | 38 | -2,264 | -17.76% | Q1 2026 | Apr 23, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 10,464 | 449 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 8,934 | 393 | 0.03% | 0.03% | 40 | -27 | -0.3% | Q1 2026 | May 12, 2026 |
| Private Advisory Group LLC | History | No change | 9,010 | 387 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PFS Partners, LLC | History | Reduced | 8,606 | 369 | 0.17% | 0.17% | 42 | -202 | -2.29% | Q1 2026 | Apr 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 8,508 | 365 | 0.0% | 0.0% | 43 | -3,250 | -27.64% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,441 | 362 | 0.0% | 0.0% | 44 | -13,817 | -62.08% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | No change | 8,403 | 361 | 0.22% | 0.24% | 45 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 8,156 | 358 | 0.15% | 0.17% | 47 | -700 | -7.9% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 8,336 | 358 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 8,218 | 354 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cambridge Advisors Inc. | History | No change | 7,980 | 342 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | New | 7,915 | 340 | 0.0% | — | 50 | +7,915 | New | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | Added to | 7,872 | 338 | 0.07% | 0.07% | 51 | +11 | 0.14% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 7,311 | 322 | 0.01% | 0.01% | 52 | -625 | -7.88% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 6,921 | 297 | 0.0% | 0.0% | 53 | -345 | -4.75% | Q1 2026 | Apr 16, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,745 | 289 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 6,709 | 288 | 0.0% | — | 55 | +6,709 | New | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 6,575 | 282 | 0.0% | 0.0% | 56 | -250 | -3.66% | Q1 2026 | May 12, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 6,361 | 277 | 0.02% | 0.02% | 57 | -17 | -0.27% | Q1 2026 | Apr 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 6,205 | 266 | 0.11% | 0.12% | 58 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,150 | 264 | 0.0% | 0.0% | 59 | +485 | 8.56% | Q1 2026 | Apr 22, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 6,039 | 259 | 0.17% | 0.18% | 60 | -531 | -8.08% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | No change | 5,128 | 220 | 0.03% | 0.02% | 61 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BAM Wealth Management, LLC | History | New | 4,808 | 206 | 0.15% | — | 63 | +4,808 | New | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 4,814 | 206 | 0.0% | 0.0% | 62 | +22 | 0.46% | Q1 2026 | May 13, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 4,729 | 203 | 0.14% | 0.13% | 64 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,255 | 182 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,224 | 181 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BARCLAYS PLC | History | Reduced | 3,958 | 170 | 0.0% | 0.0% | 67 | -661 | -14.31% | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,681 | 158 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 1,353 | 58 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,140 | 48 | 0.0% | — | 70 | +1,140 | New | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 777 | 33 | 0.0% | — | 71 | +777 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 735 | 31 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 681 | 29 | 0.0% | 0.02% | 74 | -21,745 | -96.96% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 679 | 29 | 0.0% | 0.0% | 73 | -667 | -49.55% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 525 | 22 | 0.0% | 0.0% | 75 | -655 | -55.51% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 181 | 7 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 148 | 6 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,256 | -100.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,678 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,617 | -100.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,082 | -100.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,362 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 13, 2026 |