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 | No change | 326,330 | 14,498 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 230,243 | 10,229 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 199,993 | 9,063 | 0.03% | 0.04% | 3 | -45,190 | -18.43% | Q3 2026 | Nov 02, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 188,550 | 8,545 | 0.76% | 0.68% | 4 | +22,610 | 13.63% | Q3 2026 | Nov 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 149,187 | 6,761 | 0.01% | 0.01% | 5 | -94,333 | -38.74% | Q3 2026 | Nov 02, 2026 |
| Sequent Planning LLC | History | No change | 109,970 | 4,885 | 1.04% | 1.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 92,180 | 4,095 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | No change | 92,063 | 4,089 | 0.47% | 0.47% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 72,486 | 3,220 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Reduced | 47,576 | 2,156 | 0.0% | 0.0% | 10 | -1,931 | -3.9% | Q3 2026 | Nov 06, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 42,732 | 1,898 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 42,220 | 1,875 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 38,576 | 1,748 | 0.86% | 0.91% | 13 | -2,928 | -7.05% | Q3 2026 | Oct 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 36,725 | 1,631 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 27,267 | 1,211 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 27,223 | 1,209 | 0.69% | 0.69% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26,495 | 1,177 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 25,335 | 1,148 | 0.08% | 0.07% | 18 | -187 | -0.73% | Q3 2026 | Oct 08, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 24,837 | 1,132 | 0.02% | 0.02% | 19 | -251 | -1.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 24,837 | 1,132 | 0.02% | 0.02% | 20 | -251 | -1.0% | Q3 2026 | Oct 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 23,011 | 1,042 | 0.12% | 0.13% | 21 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,389 | 994 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 20,142 | 913 | 0.0% | — | 23 | +20,142 | New | Q3 2026 | Nov 02, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 19,605 | 888 | 0.27% | 0.27% | 24 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,705 | 875 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1776 Wealth LLC | History | No change | 17,431 | 774 | 0.27% | 0.27% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 17,329 | 769 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 16,328 | 739 | 0.27% | 0.26% | 28 | -296 | -1.78% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 15,056 | 682 | 0.01% | 0.01% | 29 | -1,336 | -8.15% | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 14,445 | 641 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 13,720 | 621 | 0.14% | 0.14% | 31 | -700 | -4.85% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,801 | 613 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 12,025 | 534 | 0.39% | 0.39% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | Added to | 11,444 | 518 | 0.21% | 0.18% | 34 | +1,557 | 15.75% | Q3 2026 | Oct 21, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 10,464 | 474 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SageGuard Financial Group, LLC | History | No change | 10,272 | 456 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REAP Financial Group, LLC | History | Added to | 9,151 | 414 | 0.07% | 0.05% | 37 | +1,917 | 26.5% | Q3 2026 | Nov 02, 2026 |
| Keel Point, LLC | History | No change | 9,137 | 405 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,022 | 400 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 8,934 | 396 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 8,218 | 375 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 8,199 | 372 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 8,020 | 363 | 0.06% | 0.06% | 43 | -25 | -0.31% | Q3 2026 | Oct 19, 2026 |
| LVZ, Inc. | History | No change | 7,846 | 355 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Millington Financial Advisors, LLC | History | No change | 7,968 | 353 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,812 | 347 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,407 | 329 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 7,291 | 325 | 0.01% | 0.01% | 48 | -20 | -0.27% | Q3 2026 | Nov 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,586 | 292 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Benson Wealth Management INC | History | No change | 6,383 | 283 | 0.28% | 0.28% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,350 | 282 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 6,205 | 275 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 5,817 | 263 | 0.04% | 0.03% | 53 | +950 | 19.52% | Q3 2026 | Nov 04, 2026 |
| Brookstone Capital Management | History | Reduced | 5,351 | 242 | 0.0% | 0.0% | 54 | -206 | -3.71% | Q3 2026 | Oct 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,978 | 221 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 4,616 | 209 | 0.0% | 0.01% | 56 | -7,519 | -61.96% | Q3 2026 | Oct 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,595 | 208 | 0.06% | 0.06% | 57 | -20 | -0.43% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 4,605 | 204 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,255 | 192 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 181 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,681 | 163 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 3,268 | 148 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| IMG Wealth Management, Inc. | History | No change | 3,020 | 136 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MORGAN STANLEY | History | No change | 1,353 | 60 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 777 | 34 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 732 | 32 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 681 | 30 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Continuum Advisory, LLC | History | No change | 599 | 26 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 242 | 10 | 0.0% | 0.0% | 69 | -6 | -2.42% | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 181 | 8 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 148 | 7 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 80 | 3 | 0.0% | — | 72 | +80 | New | Q3 2026 | Nov 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,336 | -100.0% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Nov 04, 2026 |