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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | No change | 299,663 | 12,806 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | Reduced | 279,898 | 12,206 | 4.96% | 4.94% | 2 | -5,768 | -2.02% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 250,907 | 10,722 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 212,872 | 9,097 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 143,707 | 6,267 | 2.24% | 2.33% | 5 | -1,978 | -1.36% | Q3 2026 | Oct 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 145,685 | 6,225 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 104,021 | 4,536 | 0.54% | 0.56% | 7 | -955 | -0.91% | Q3 2026 | Oct 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 86,464 | 3,770 | 0.01% | 0.01% | 8 | -9,313 | -9.72% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 81,235 | 3,542 | 0.0% | 0.01% | 9 | -131,678 | -61.85% | Q3 2026 | Nov 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 72,118 | 3,081 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 52,066 | 2,225 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REAP Financial Group, LLC | History | Reduced | 48,937 | 2,134 | 0.35% | 0.41% | 12 | -7,244 | -12.89% | Q3 2026 | Nov 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 44,753 | 1,951 | 0.02% | 0.02% | 13 | -3,162 | -6.6% | Q3 2026 | Oct 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 43,368 | 1,853 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 40,513 | 1,731 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 38,505 | 1,645 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 36,626 | 1,565 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 32,422 | 1,400 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 31,785 | 1,358 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 30,189 | 1,290 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 29,459 | 1,258 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 27,472 | 1,198 | 0.01% | 0.01% | 22 | +11 | 0.04% | Q3 2026 | Oct 22, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 24,422 | 1,065 | 0.05% | 0.05% | 23 | +3,008 | 14.05% | Q3 2026 | Oct 13, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 23,422 | 1,000 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 22,208 | 971 | 0.01% | 0.02% | 25 | -1,067 | -4.58% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 22,208 | 971 | 0.01% | 0.02% | 26 | -1,067 | -4.58% | Q3 2026 | Oct 20, 2026 |
| Mutual Advisors, LLC | History | No change | 21,002 | 897 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,497 | 747 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | No change | 15,380 | 656 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 15,002 | 641 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 13,973 | 609 | 0.01% | 0.0% | 31 | +3,499 | 33.41% | Q3 2026 | Oct 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 14,169 | 605 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 12,675 | 541 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 11,442 | 498 | 0.18% | 0.17% | 34 | -39 | -0.34% | Q3 2026 | Nov 02, 2026 |
| Summit Financial, LLC | History | No change | 11,128 | 475 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequent Planning LLC | History | No change | 10,976 | 469 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | No change | 10,696 | 457 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,600 | 453 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 10,000 | 436 | 0.02% | — | 39 | +10,000 | New | Q3 2026 | Oct 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 9,035 | 394 | 0.04% | 0.03% | 40 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,925 | 381 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 7,457 | 325 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,744 | 288 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 6,588 | 287 | 0.0% | — | 44 | +6,588 | New | Q3 2026 | Nov 02, 2026 |
| Regal Investment Advisors LLC | History | No change | 6,704 | 286 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 6,413 | 274 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,139 | 267 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Triumph Capital Management | History | No change | 6,000 | 261 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BAM Wealth Management, LLC | History | New | 5,905 | 257 | 0.14% | — | 49 | +5,905 | New | Q3 2026 | Oct 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,663 | 242 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Merit Financial Group, LLC | History | No change | 5,541 | 236 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 5,416 | 231 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 5,300 | 231 | 0.12% | 0.13% | 53 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 5,400 | 230 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,366 | 229 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nvest Financial, LLC | History | No change | 4,825 | 206 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | No change | 4,589 | 196 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 3,615 | 157 | 0.05% | 0.05% | 58 | -73 | -1.98% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,643 | 155 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 3,300 | 141 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,725 | 118 | 0.01% | 0.01% | 61 | +733 | 36.8% | Q3 2026 | Oct 30, 2026 |
| Benson Wealth Management INC | History | No change | 2,500 | 106 | 0.11% | 0.11% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,381 | 48 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 925 | 39 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 840 | 36 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Integrity Financial Corp /WA | History | No change | 712 | 30 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 680 | 29 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 650 | 28 | 0.0% | 0.0% | 68 | -328 | -33.54% | Q3 2026 | Oct 16, 2026 |
| MORGAN STANLEY | History | No change | 511 | 21 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 492 | 21 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 288 | 12 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 226 | 9 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 93 | 3 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,377 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,241 | -100.0% | Q3 2026 | Oct 29, 2026 |