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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 326,330 | 14,498 | 0.02% | 0.02% | 1 | +9,715 | 3.07% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 245,183 | 10,893 | 0.04% | 0.05% | 2 | -41,041 | -14.34% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 243,520 | 10,819 | 0.01% | 0.01% | 3 | +2,867 | 1.19% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 230,243 | 10,229 | 0.01% | 0.02% | 4 | -119,644 | -34.2% | Q2 2026 | Aug 12, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 165,940 | 7,372 | 0.68% | 0.68% | 5 | +14,499 | 9.57% | Q2 2026 | Aug 11, 2026 |
| Sequent Planning LLC | History | Added to | 109,970 | 4,885 | 1.04% | 0.2% | 6 | +91,005 | 479.86% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 92,180 | 4,095 | 0.08% | 0.09% | 7 | -3,920 | -4.08% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | Added to | 92,063 | 4,089 | 0.47% | 1.47% | 8 | +88,060 | 2199.85% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 72,486 | 3,220 | 0.02% | — | 9 | +72,486 | New | Q2 2026 | Aug 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 71,434 | 3,068 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| LPL Financial LLC | History | Reduced | 49,507 | 2,199 | 0.0% | 0.0% | 11 | -3,077 | -5.85% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 42,732 | 1,898 | 0.03% | 0.03% | 12 | -1,402 | -3.18% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 42,220 | 1,875 | 0.01% | 0.01% | 13 | -550 | -1.29% | Q2 2026 | Aug 14, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 41,504 | 1,844 | 0.91% | 0.98% | 14 | -893 | -2.11% | Q2 2026 | Sep 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 36,725 | 1,631 | 0.0% | 0.0% | 15 | -219,679 | -85.68% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | Added to | 27,267 | 1,211 | 0.0% | 0.0% | 16 | +2,168 | 8.64% | Q2 2026 | Aug 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 27,223 | 1,209 | 0.69% | 0.8% | 17 | -13 | -0.05% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 26,495 | 1,177 | 0.02% | 0.02% | 18 | -2,953 | -10.03% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 25,522 | 1,133 | 0.07% | 0.08% | 19 | -41 | -0.16% | Q2 2026 | Jul 08, 2026 |
| Diversify Advisory Services, LLC | History | New | 25,088 | 1,112 | 0.02% | — | 21 | +25,088 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 25,088 | 1,112 | 0.02% | 0.02% | 20 | -411 | -1.61% | Q2 2026 | Jul 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 23,011 | 1,022 | 0.13% | 0.14% | 22 | -350 | -1.5% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 22,389 | 994 | 0.0% | — | 23 | +22,389 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 19,705 | 875 | 0.0% | 0.0% | 24 | -500 | -2.47% | Q2 2026 | Aug 13, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 19,605 | 871 | 0.27% | 0.29% | 25 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| 1776 Wealth LLC | History | No change | 17,431 | 774 | 0.27% | 0.29% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 17,329 | 769 | 0.02% | 0.02% | 27 | -1,650 | -8.69% | Q2 2026 | Jul 17, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 16,624 | 738 | 0.26% | 0.3% | 28 | -36 | -0.22% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 16,392 | 728 | 0.01% | 0.02% | 29 | -4,413 | -21.21% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | New | 14,445 | 641 | 0.0% | — | 30 | +14,445 | New | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Added to | 14,420 | 640 | 0.14% | 0.14% | 31 | +1,500 | 11.61% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,801 | 613 | 0.0% | 0.0% | 32 | -2,351 | -14.56% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 12,135 | 536 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 12,025 | 534 | 0.39% | 0.42% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 10,464 | 464 | 0.08% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 10,272 | 456 | 0.06% | 0.07% | 36 | -211 | -2.01% | Q2 2026 | Jul 27, 2026 |
| PFS Partners, LLC | History | Added to | 9,887 | 439 | 0.18% | 0.17% | 37 | +1,281 | 14.88% | Q2 2026 | Jul 20, 2026 |
| Keel Point, LLC | History | Reduced | 9,137 | 405 | 0.02% | 0.03% | 38 | -2,497 | -21.46% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,022 | 400 | 0.02% | 0.03% | 39 | -2,004 | -18.18% | Q2 2026 | Aug 07, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 8,934 | 396 | 0.02% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 8,336 | 370 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 8,218 | 364 | 0.07% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 8,199 | 363 | 0.04% | 0.06% | 43 | -2,969 | -26.58% | Q2 2026 | Jul 21, 2026 |
| Cambridge Advisors Inc. | History | Added to | 8,045 | 357 | 0.06% | 0.07% | 44 | +65 | 0.81% | Q2 2026 | Jul 16, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 7,968 | 353 | 0.14% | 0.15% | 45 | -188 | -2.31% | Q2 2026 | Aug 07, 2026 |
| LVZ, Inc. | History | Added to | 7,846 | 348 | 0.04% | 0.03% | 46 | +2,718 | 53.0% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,812 | 347 | 0.0% | 0.0% | 47 | +1,237 | 18.81% | Q2 2026 | Aug 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,407 | 329 | 0.0% | — | 49 | +7,407 | New | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,311 | 329 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REAP Financial Group, LLC | History | Reduced | 7,234 | 321 | 0.05% | 0.07% | 50 | -638 | -8.1% | Q2 2026 | Aug 04, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 6,586 | 292 | 0.02% | 0.02% | 51 | -159 | -2.36% | Q2 2026 | Aug 07, 2026 |
| Benson Wealth Management INC | History | Reduced | 6,383 | 283 | 0.28% | 1.05% | 52 | -11,528 | -64.36% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,350 | 282 | 0.0% | 0.0% | 53 | +200 | 3.25% | Q2 2026 | Aug 05, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 6,205 | 275 | 0.1% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | Reduced | 5,557 | 246 | 0.0% | 0.0% | 55 | -1,364 | -19.71% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,978 | 221 | 0.0% | 0.0% | 56 | -3,530 | -41.49% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 4,867 | 216 | 0.03% | — | 57 | +4,867 | New | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 4,615 | 205 | 0.06% | 0.06% | 58 | +391 | 9.26% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,605 | 204 | 0.0% | 0.0% | 59 | -209 | -4.34% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,255 | 189 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 4,000 | 177 | 0.0% | — | 61 | +4,000 | New | Q2 2026 | Jul 17, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,681 | 163 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | Reduced | 3,268 | 145 | 0.0% | 0.0% | 63 | -690 | -17.43% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 3,020 | 134 | 0.07% | 0.17% | 64 | -3,019 | -49.99% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,353 | 60 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 777 | 34 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 732 | 32 | 0.0% | — | 67 | +732 | New | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 681 | 30 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | New | 599 | 26 | 0.0% | — | 69 | +599 | New | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 248 | 11 | 0.0% | 0.0% | 70 | -892 | -78.25% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 181 | 8 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 148 | 7 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 35 | 1 | 0.0% | — | 73 | +35 | New | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -26,260 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,486 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.5% | — | -20,947 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,168 | -100.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,520 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,010 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,441 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -8,403 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,915 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,709 | -100.0% | Q2 2026 | Sep 23, 2026 |
| Bouchey Financial Group, Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,361 | -100.0% | Q2 2026 | Jul 27, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,808 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Aurora Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,729 | -100.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -679 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |