FIRST TRUST EXCHANGE-TRADED FUND VIII - XOCT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | History | Reduced | 768,733 | 29,014 | 2.18% | 2.2% | 1 | -4,942 | -0.64% | Q4 2025 | Jan 16, 2026 |
| Sequent Planning LLC | History | Reduced | 466,976 | 17,625 | 4.49% | 5.26% | 2 | -36,183 | -7.19% | Q4 2025 | Feb 05, 2026 |
| Objectivity Squared, LLC | History | Reduced | 400,009 | 15,097 | 8.45% | 9.09% | 3 | -13,355 | -3.23% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | New | 98,264 | 3,708 | 0.03% | — | 4 | +98,264 | New | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | New | 98,264 | 3,708 | 1.52% | — | 5 | +98,264 | New | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 68,775 | 2,595 | 0.01% | 0.01% | 6 | +4,692 | 7.32% | Q4 2025 | Feb 13, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 32,469 | 1,225 | 0.68% | 0.76% | 7 | -4,503 | -12.18% | Q4 2025 | Jan 30, 2026 |
| Diligent Investors, LLC | History | Added to | 28,048 | 1,058 | 0.26% | 0.25% | 8 | +1,700 | 6.45% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,128 | 986 | 0.0% | 0.0% | 9 | -387 | -1.46% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 22,765 | 859 | 0.0% | 0.0% | 10 | +1,132 | 5.23% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 20,317 | 766 | 0.0% | 0.01% | 11 | -134,785 | -86.9% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 14,604 | 551 | 0.01% | 0.03% | 12 | -31,713 | -68.47% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | No change | 14,444 | 548 | 0.08% | 0.09% | 13 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Van Diest Capital, LLC | History | New | 13,954 | 526 | 0.79% | — | 14 | +13,954 | New | Q4 2025 | Feb 19, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 13,756 | 519 | 0.01% | 0.01% | 15 | +232 | 1.72% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,999 | 452 | 0.0% | 0.0% | 16 | +587 | 5.14% | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | Added to | 11,796 | 445 | 0.2% | 0.07% | 17 | +7,878 | 201.07% | Q4 2025 | Jan 16, 2026 |
| Beacon Financial Advisory LLC | History | New | 10,560 | 398 | 0.09% | — | 18 | +10,560 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 10,071 | 380 | 0.0% | 0.0% | 19 | -4,600 | -31.35% | Q4 2025 | Feb 11, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | New | 9,604 | 362 | 0.85% | — | 20 | +9,604 | New | Q4 2025 | Feb 05, 2026 |
| LVZ, Inc. | History | No change | 9,000 | 339 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,772 | 333 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,753 | 330 | 0.0% | 0.0% | 23 | -6,581 | -42.92% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,873 | 297 | 0.01% | 0.0% | 24 | +4,123 | 109.95% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 7,342 | 277 | 0.0% | 0.0% | 25 | +369 | 5.29% | Q4 2025 | Jan 26, 2026 |
| Sovran Advisors, LLC | History | No change | 6,764 | 256 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 6,521 | 246 | 0.15% | 0.13% | 27 | +848 | 14.95% | Q4 2025 | Jan 06, 2026 |
| Mariner, LLC | History | New | 5,369 | 202 | 0.0% | — | 28 | +5,369 | New | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 5,306 | 200 | 0.04% | — | 29 | +5,306 | New | Q4 2025 | Feb 02, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 2,841 | 107 | 0.07% | 0.1% | 30 | -1,049 | -26.97% | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,188 | 82 | 0.03% | 0.01% | 31 | +1,528 | 231.52% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | New | 2,151 | 81 | 0.0% | — | 32 | +2,151 | New | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,617 | 61 | 0.0% | — | 33 | +1,617 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,200 | 45 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 600 | 22 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 386 | 14 | 0.0% | 0.0% | 36 | +319 | 476.12% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 165 | 6 | 0.0% | — | 37 | +165 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 38 | -5,419 | -99.43% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,047 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -13,996 | -100.0% | Q3 2025 | Feb 02, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,846 | -100.0% | Q3 2025 | Nov 04, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,157 | -100.0% | Q3 2025 | Nov 14, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,997 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -709 | -100.0% | Q3 2025 | Nov 18, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q3 2025 | Nov 13, 2025 |