FIRST TRUST EXCHANGE-TRADED FUND VIII - XMAR
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 | Added to | 615 | 15,380 | 0.24% | 0.28% | 1 | +1 | 0.16% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | Reduced | 293,291 | 11,875 | 5.44% | 5.75% | 2 | -21,692 | -6.89% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 264,990 | 10,729 | 0.02% | 0.01% | 3 | +27,094 | 11.39% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 226,872 | 9,186 | 0.01% | 0.02% | 4 | -124,530 | -35.44% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 213,324 | 8,637 | 0.01% | 0.01% | 5 | +54,590 | 34.39% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 149,482 | 6,052 | 0.05% | 0.04% | 6 | -2,261 | -1.49% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 149,482 | 6,052 | 2.43% | 2.48% | 7 | -2,261 | -1.49% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 121,101 | 4,903 | 0.02% | 0.02% | 8 | -3,482 | -2.79% | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 104,790 | 4,242 | 0.61% | 0.55% | 9 | +10,847 | 11.55% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 73,498 | 2,975 | 0.04% | 0.04% | 10 | -2,707 | -3.55% | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | Reduced | 58,950 | 2,386 | 0.47% | 0.71% | 11 | -28,773 | -32.8% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 56,360 | 2,282 | 0.0% | 0.0% | 12 | -7,459 | -11.69% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 54,569 | 2,209 | 0.0% | 0.0% | 13 | -159,672 | -74.53% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 52,069 | 2,108 | 0.03% | 0.03% | 14 | -9,205 | -15.02% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 46,991 | 1,902 | 0.0% | — | 15 | +46,991 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 45,143 | 1,827 | 0.03% | 0.04% | 16 | -2,691 | -5.63% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 38,505 | 1,559 | 0.11% | 0.11% | 17 | -1,080 | -2.73% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 36,463 | 1,476 | 0.0% | 0.0% | 18 | -27,144 | -42.67% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 33,563 | 1,419 | 0.03% | 0.03% | 19 | +473 | 1.43% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | New | 32,245 | 1,305 | 0.02% | — | 20 | +32,245 | New | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,995 | 1,295 | 0.0% | 0.0% | 21 | +2,249 | 7.56% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 29,459 | 1,192 | 0.02% | 0.02% | 22 | -500 | -1.67% | Q1 2026 | May 18, 2026 |
| Brookstone Capital Management | History | Reduced | 28,319 | 1,146 | 0.01% | 0.01% | 23 | -3,734 | -11.65% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 28,077 | 1,136 | 0.0% | 0.0% | 24 | -9,333 | -24.95% | Q1 2026 | May 04, 2026 |
| Americana Partners, LLC | History | Reduced | 24,889 | 1,007 | 0.03% | 0.23% | 25 | -186,620 | -88.23% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 23,980 | 1,005 | 0.02% | — | 26 | +23,980 | New | Q1 2026 | May 01, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 23,422 | 948 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,677 | 877 | 0.02% | 0.02% | 28 | -10 | -0.05% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,724 | 798 | 0.0% | — | 29 | +19,724 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 19,618 | 794 | 0.02% | 0.04% | 30 | -17,383 | -46.98% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 16,658 | 674 | 0.05% | 0.07% | 31 | -5,453 | -24.66% | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 16,106 | 652 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 12,953 | 524 | 0.0% | 0.0% | 33 | -364 | -2.73% | Q1 2026 | May 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 11,539 | 480 | 0.2% | 0.22% | 34 | -1,128 | -8.91% | Q1 2026 | Apr 15, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 10,795 | 437 | 0.07% | 0.08% | 35 | -1,409 | -11.55% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,600 | 429 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IMG Wealth Management, Inc. | History | No change | 10,300 | 417 | 0.27% | 0.26% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 10,018 | 405 | 0.03% | 0.04% | 38 | -4,417 | -30.6% | Q1 2026 | Apr 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 9,035 | 365 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,925 | 361 | 0.0% | 0.0% | 40 | +6,288 | 238.45% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 8,556 | 346 | 0.0% | — | 41 | +8,556 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 6,934 | 280 | 0.02% | 0.02% | 42 | +157 | 2.32% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,753 | 273 | 0.0% | 0.0% | 43 | -3,032 | -30.99% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,744 | 273 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Reduced | 6,709 | 271 | 0.07% | 0.1% | 45 | -3,020 | -31.04% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,139 | 248 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 6,000 | 242 | 0.05% | 0.03% | 47 | +3,000 | 100.0% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | New | 5,541 | 224 | 0.0% | — | 48 | +5,541 | New | Q1 2026 | Apr 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 5,400 | 218 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 5,370 | 217 | 0.07% | 0.07% | 50 | -4 | -0.07% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 4,997 | 202 | 0.0% | 0.0% | 51 | -10 | -0.2% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,688 | 149 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,643 | 147 | 0.0% | — | 53 | +3,643 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,643 | 145 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 3,300 | 133 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Benson Wealth Management INC | History | No change | 2,500 | 101 | 0.14% | 0.11% | 56 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,329 | 54 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 1,175 | 47 | 0.0% | — | 58 | +1,175 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 978 | 39 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 925 | 37 | 0.0% | 0.0% | 60 | -212 | -18.65% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 840 | 34 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 782 | 31 | 0.0% | 0.0% | 62 | -77 | -8.96% | Q1 2026 | May 05, 2026 |
| Integrity Financial Corp /WA | History | No change | 712 | 28 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 680 | 27 | 0.0% | — | 64 | +680 | New | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | No change | 511 | 20 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 475 | 19 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 288 | 11 | 0.0% | 0.0% | 67 | -4 | -1.37% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 226 | 9 | 0.0% | — | 68 | +226 | New | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 152 | 6 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 96 | 4 | 0.0% | 0.0% | 70 | -1,149 | -92.29% | Q1 2026 | May 15, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -62,439 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -31,626 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,379 | -100.0% | Q1 2026 | May 01, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,947 | -100.0% | Q1 2026 | Apr 17, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.31% | — | -13,853 | -100.0% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Lakeridge Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,194 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,056 | -100.0% | Q1 2026 | May 05, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,201 | -100.0% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -842 | -100.0% | Q1 2026 | May 05, 2026 |