FIRST TRUST EXCHANGE-TRADED FUND VIII - XMAR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 614 | 15,380 | 0.28% | 0.09% | 1 | -14,766 | -96.01% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 351,402 | 14,031 | 0.02% | 0.02% | 2 | -68,729 | -16.36% | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | Reduced | 314,983 | 12,577 | 5.75% | 5.92% | 3 | -2,631 | -0.83% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 237,896 | 9,499 | 0.01% | 0.01% | 4 | -24,262 | -9.25% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 214,241 | 8,554 | 0.0% | 0.0% | 5 | +4,079 | 1.94% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Reduced | 211,509 | 8,445 | 0.23% | 0.25% | 6 | -2,672 | -1.25% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 158,734 | 6,338 | 0.01% | 0.01% | 7 | -18,636 | -10.51% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 151,743 | 6,059 | 0.04% | 0.04% | 8 | -3,370 | -2.17% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 151,743 | 6,059 | 2.48% | 2.73% | 9 | -3,370 | -2.17% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 124,583 | 4,974 | 0.02% | 0.03% | 10 | -32,248 | -20.56% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 93,943 | 3,751 | 0.55% | 0.58% | 11 | -3,315 | -3.41% | Q4 2025 | Feb 09, 2026 |
| REAP Financial Group, LLC | History | Reduced | 87,723 | 3,502 | 0.71% | 0.78% | 12 | -4,402 | -4.78% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 76,205 | 3,042 | 0.04% | 0.04% | 13 | -361 | -0.47% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 63,819 | 2,548 | 0.0% | 0.0% | 14 | -10,521 | -14.15% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 63,607 | 2,539 | 0.0% | 0.0% | 15 | +1,516 | 2.44% | Q4 2025 | Feb 13, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 62,439 | 2,493 | 0.93% | 0.96% | 16 | -4,747 | -7.07% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 61,274 | 2,446 | 0.03% | 0.03% | 17 | -5,642 | -8.43% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 47,834 | 1,910 | 0.04% | 0.04% | 18 | -1,915 | -3.85% | Q4 2025 | Feb 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 39,585 | 1,580 | 0.11% | 0.12% | 19 | -2,570 | -6.1% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 37,410 | 1,493 | 0.0% | 0.0% | 20 | +2,103 | 5.96% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 37,001 | 1,477 | 0.04% | 0.05% | 21 | -11,582 | -23.84% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 33,090 | 1,329 | 0.03% | 0.04% | 22 | -2,661 | -7.44% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Reduced | 32,053 | 1,279 | 0.01% | 0.02% | 23 | -966 | -2.93% | Q4 2025 | Jan 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 31,626 | 1,262 | 0.03% | 0.01% | 24 | +16,193 | 104.92% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 29,959 | 1,196 | 0.02% | 0.03% | 25 | -3,558 | -10.62% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 29,746 | 1,187 | 0.0% | 0.0% | 26 | +22,083 | 288.18% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 28,379 | 1,136 | 0.04% | 0.04% | 27 | -5,248 | -15.61% | Q4 2025 | Jan 23, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 23,422 | 935 | 0.09% | 0.1% | 28 | -1,400 | -5.64% | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 22,111 | 882 | 0.07% | 0.07% | 29 | +1,481 | 7.18% | Q4 2025 | Jan 09, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,687 | 865 | 0.02% | 0.02% | 30 | -2,514 | -10.39% | Q4 2025 | Feb 02, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,947 | 756 | 0.06% | 0.02% | 31 | +13,068 | 222.28% | Q4 2025 | Jan 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 16,106 | 643 | 0.02% | 0.02% | 32 | -2 | -0.01% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 14,435 | 576 | 0.04% | 0.06% | 33 | -4,456 | -23.59% | Q4 2025 | Jan 15, 2026 |
| VestGen Investment Management | History | Added to | 13,853 | 553 | 0.31% | 0.27% | 34 | +2,211 | 18.99% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 13,317 | 531 | 0.0% | 0.0% | 35 | -1,657 | -11.07% | Q4 2025 | Feb 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 12,667 | 509 | 0.22% | 0.25% | 36 | -672 | -5.04% | Q4 2025 | Feb 13, 2026 |
| SageGuard Financial Group, LLC | History | New | 12,204 | 487 | 0.08% | — | 37 | +12,204 | New | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,600 | 423 | 0.0% | 0.0% | 38 | +1,000 | 10.42% | Q4 2025 | Feb 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 10,300 | 411 | 0.26% | 0.27% | 39 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 10,000 | 399 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,785 | 391 | 0.0% | 0.0% | 41 | -3,285 | -25.13% | Q4 2025 | Feb 05, 2026 |
| Sequent Planning LLC | History | Reduced | 9,729 | 388 | 0.1% | 0.11% | 42 | -583 | -5.65% | Q4 2025 | Feb 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 9,035 | 360 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 7,194 | 287 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 6,777 | 270 | 0.02% | 0.02% | 45 | +158 | 2.39% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,744 | 269 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 6,056 | 241 | 0.0% | 0.0% | 47 | +756 | 14.26% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 5,400 | 215 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 5,374 | 214 | 0.07% | 0.07% | 49 | +59 | 1.11% | Q4 2025 | Feb 03, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 5,201 | 207 | 0.04% | 0.07% | 50 | -1,500 | -22.38% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Reduced | 5,007 | 199 | 0.0% | 0.0% | 51 | -602 | -10.73% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 3,688 | 147 | 0.05% | 0.05% | 52 | -271 | -6.85% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | No change | 3,643 | 145 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 3,300 | 131 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Reduced | 3,000 | 119 | 0.03% | 0.06% | 55 | -3,000 | -50.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,637 | 105 | 0.0% | 0.0% | 56 | -336 | -11.3% | Q4 2025 | Feb 12, 2026 |
| Benson Wealth Management INC | History | New | 2,500 | 99 | 0.11% | — | 57 | +2,500 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 1,329 | 53 | 0.0% | — | 58 | +1,329 | New | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,245 | 50 | 0.0% | — | 59 | +1,245 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,137 | 45 | 0.0% | — | 60 | +1,137 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 978 | 39 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 859 | 34 | 0.0% | — | 62 | +859 | New | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | Added to | 842 | 33 | 0.0% | 0.0% | 64 | +230 | 37.58% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 840 | 33 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 712 | 28 | 0.01% | 0.01% | 65 | -25 | -3.39% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | No change | 511 | 20 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 475 | 18 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | No change | 292 | 11 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 152 | 6 | 0.0% | — | 69 | +152 | New | Q4 2025 | Feb 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -9,937 | -100.0% | Q3 2025 | Feb 02, 2026 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -9,600 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -6,130 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,175 | -100.0% | Q3 2025 | Nov 18, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Feb 10, 2026 |