FIRST TRUST EXCHANGE-TRADED FUND VIII - XOCT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | History | Reduced | 766,568 | 29,190 | 2.14% | 2.18% | 1 | -2,165 | -0.28% | Q1 2026 | Apr 13, 2026 |
| Sequent Planning LLC | History | Reduced | 454,609 | 16,942 | 4.1% | 4.49% | 2 | -12,367 | -2.65% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 85,664 | 3,192 | 0.03% | 0.03% | 3 | -12,600 | -12.82% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 85,664 | 3,192 | 1.28% | 1.52% | 4 | -12,600 | -12.82% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,719 | 2,672 | 0.01% | 0.01% | 5 | +2,944 | 4.28% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 43,861 | 1,634 | 0.03% | 0.01% | 6 | +29,257 | 200.34% | Q1 2026 | May 15, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 32,432 | 1,208 | 0.68% | 0.68% | 7 | -37 | -0.11% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,989 | 1,192 | 0.0% | 0.0% | 8 | +19,990 | 166.6% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 28,043 | 1,045 | 0.26% | 0.26% | 9 | -5 | -0.02% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,123 | 936 | 0.01% | 0.01% | 10 | +17,250 | 219.1% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,571 | 915 | 0.0% | 0.0% | 11 | -1,557 | -5.96% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,557 | 803 | 0.0% | 0.0% | 12 | -1,208 | -5.31% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 18,106 | 674 | 0.0% | 0.0% | 13 | -2,211 | -10.88% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | No change | 14,444 | 538 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13,756 | 512 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Van Diest Capital, LLC | History | Reduced | 12,371 | 461 | 0.36% | 0.79% | 16 | -1,583 | -11.34% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | No change | 11,796 | 439 | 0.2% | 0.2% | 17 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,730 | 362 | 0.08% | 0.09% | 18 | -830 | -7.86% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 9,713 | 361 | 0.0% | 0.0% | 19 | -358 | -3.55% | Q1 2026 | May 06, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 9,604 | 357 | 0.9% | 0.85% | 20 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,772 | 342 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LVZ, Inc. | History | No change | 9,000 | 335 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 7,711 | 287 | 0.0% | 0.0% | 23 | +369 | 5.03% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,652 | 285 | 0.0% | 0.0% | 24 | -1,101 | -12.58% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | No change | 6,764 | 262 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 6,956 | 259 | 0.15% | 0.15% | 26 | +435 | 6.67% | Q1 2026 | May 01, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,841 | 105 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,188 | 81 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | No change | 2,151 | 80 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,617 | 59 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,200 | 44 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 939 | 34 | 0.0% | 0.0% | 32 | +553 | 143.26% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 709 | 26 | 0.0% | — | 33 | +709 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 600 | 22 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 62 | 2 | 0.0% | 0.0% | 35 | -103 | -62.42% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | No change | 31 | 1 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Objectivity Squared, LLC | History | Closed out | 0 | 0 | — | 8.45% | — | -400,009 | -100.0% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,369 | -100.0% | Q1 2026 | May 13, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,306 | -100.0% | Q1 2026 | May 01, 2026 |