FIRST TRUST EXCHANGE-TRADED FUND VIII - XMAY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Reduced | 90,642 | 3,344 | 0.01% | 0.01% | 1 | -642 | -0.7% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 56,765 | 2,048 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,504 | 812 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 17,532 | 632 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 14,413 | 520 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,454 | 496 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,323 | 491 | 0.0% | 0.0% | 7 | -4,896 | -26.87% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 13,326 | 480 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFS Partners, LLC | History | Reduced | 12,293 | 453 | 0.18% | 0.18% | 9 | -23 | -0.19% | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 10,243 | 369 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 10,231 | 369 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Reduced | 9,420 | 347 | 0.01% | 0.01% | 12 | -3,167 | -25.16% | Q3 2026 | Oct 23, 2026 |
| BARCLAYS PLC | History | No change | 7,018 | 253 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | No change | 6,650 | 245 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,299 | 227 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 5,980 | 215 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,769 | 212 | 0.01% | 0.02% | 17 | -3,542 | -38.04% | Q3 2026 | Oct 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,720 | 63 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 320 | 11 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 175 | 6 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q3 2026 | Oct 29, 2026 |