FIRST TRUST EXCHANGE-TRADED FUND VIII - XNOV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Key Client Fiduciary Advisors, LLC | History | Reduced | 63,153 | 2,391 | 0.82% | 0.92% | 1 | -12,567 | -16.6% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 61,213 | 2,318 | 0.01% | 0.01% | 2 | -8,003 | -11.56% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 49,648 | 1,880 | 0.0% | 0.0% | 3 | -387 | -0.77% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 42,157 | 1,596 | 0.0% | 0.0% | 4 | +3,631 | 9.42% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,680 | 1,578 | 0.0% | 0.0% | 5 | +15,692 | 60.38% | Q4 2025 | Feb 12, 2026 |
| Financial Guidance Group, Inc. | History | New | 28,300 | 1,071 | 0.44% | — | 7 | +28,300 | New | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 28,300 | 1,071 | 0.01% | 0.0% | 6 | +27,000 | 2076.92% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 27,738 | 1,050 | 0.02% | 0.02% | 8 | -656 | -2.31% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,101 | 874 | 0.0% | 0.0% | 9 | +16,500 | 249.96% | Q4 2025 | Feb 17, 2026 |
| Diligent Investors, LLC | History | No change | 19,750 | 747 | 0.18% | 0.18% | 10 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sequent Planning LLC | History | Added to | 17,026 | 644 | 0.16% | 0.06% | 11 | +10,980 | 181.61% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 14,126 | 534 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 8,715 | 330 | 0.0% | 0.0% | 13 | +1,592 | 22.35% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | New | 8,548 | 323 | 0.01% | — | 14 | +8,548 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | New | 6,566 | 248 | 0.0% | — | 15 | +6,566 | New | Q4 2025 | Feb 11, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 6,355 | 242 | 0.11% | 0.15% | 16 | -2,361 | -27.09% | Q4 2025 | Feb 13, 2026 |
| LVZ, Inc. | History | New | 6,095 | 230 | 0.03% | — | 17 | +6,095 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 6,004 | 227 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PFS Partners, LLC | History | Added to | 5,702 | 215 | 0.1% | 0.07% | 19 | +1,389 | 32.2% | Q4 2025 | Jan 16, 2026 |
| Foguth Wealth Management, LLC. | History | New | 5,587 | 211 | 0.03% | — | 20 | +5,587 | New | Q4 2025 | Jan 05, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 5,288 | 200 | 0.0% | — | 21 | +5,288 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,193 | 196 | 0.0% | 0.01% | 22 | -9,016 | -63.45% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Reduced | 3,649 | 138 | 0.0% | 0.0% | 23 | -1,768 | -32.64% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 3,203 | 121 | 0.0% | — | 24 | +3,203 | New | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,161 | 81 | 0.03% | 0.02% | 25 | +324 | 17.64% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | New | 2,013 | 76 | 0.0% | — | 26 | +2,013 | New | Q4 2025 | Feb 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,151 | 43 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 557 | 21 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | New | 273 | 10 | 0.0% | — | 29 | +273 | New | Q4 2025 | Jan 29, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -130,227 | -100.0% | Q3 2025 | Oct 29, 2025 |