FIRST TRUST EXCHANGE-TRADED FUND VIII - XNOV
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 | Added to | 62,419 | 2,334 | 0.01% | 0.01% | 1 | +1,206 | 1.97% | Q1 2026 | Apr 30, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 50,118 | 1,874 | 0.64% | 0.82% | 2 | -13,035 | -20.64% | Q1 2026 | Apr 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 46,531 | 1,740 | 0.03% | 0.02% | 3 | +18,793 | 67.75% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 42,788 | 1,600 | 0.0% | 0.0% | 4 | +631 | 1.5% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,393 | 1,510 | 0.0% | 0.0% | 5 | -1,287 | -3.09% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 28,300 | 1,058 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | No change | 28,300 | 1,058 | 0.43% | 0.44% | 7 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Diligent Investors, LLC | History | No change | 19,750 | 738 | 0.18% | 0.18% | 8 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 15,486 | 579 | 0.0% | 0.0% | 9 | -34,162 | -68.81% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Reduced | 15,472 | 578 | 0.14% | 0.16% | 10 | -1,554 | -9.13% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,700 | 549 | 0.0% | 0.0% | 11 | -8,401 | -36.37% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,285 | 422 | 0.01% | 0.0% | 12 | +6,092 | 117.31% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | Added to | 9,095 | 340 | 0.16% | 0.1% | 13 | +3,393 | 59.51% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | No change | 8,715 | 325 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,548 | 319 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| LPL Financial LLC | History | Added to | 6,853 | 256 | 0.0% | 0.0% | 16 | +287 | 4.37% | Q1 2026 | May 06, 2026 |
| LVZ, Inc. | History | No change | 6,095 | 227 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | No change | 6,004 | 224 | 0.0% | 0.01% | 18 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,587 | 220 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| BARCLAYS PLC | History | Added to | 4,384 | 163 | 0.0% | 0.0% | 20 | +735 | 20.14% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,128 | 154 | 0.0% | — | 21 | +4,128 | New | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,203 | 119 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,036 | 76 | 0.03% | 0.03% | 23 | -125 | -5.78% | Q1 2026 | Apr 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,013 | 74 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 983 | 36 | 0.02% | 0.03% | 25 | -168 | -14.6% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 219 | 8 | 0.0% | 0.0% | 26 | -338 | -60.68% | Q1 2026 | May 20, 2026 |
| UBS Group AG | History | Reduced | 162 | 6 | 0.0% | 0.0% | 27 | -111 | -40.66% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,126 | -100.0% | Q1 2026 | Apr 29, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,355 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,288 | -100.0% | Q1 2026 | May 13, 2026 |