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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequent Planning LLC | History | Reduced | 208,561 | 8,238 | 1.76% | 4.1% | 1 | -246,048 | -54.12% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 201,201 | 7,947 | 0.13% | 0.03% | 2 | +157,340 | 358.72% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 191,294 | 7,556 | 0.0% | — | 3 | +191,294 | New | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 116,792 | 4,613 | 0.0% | 0.0% | 4 | +98,686 | 545.05% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 85,082 | 3,360 | 0.02% | 0.03% | 5 | -582 | -0.68% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 85,082 | 3,360 | 1.26% | 1.28% | 6 | -582 | -0.68% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 67,963 | 2,684 | 0.01% | 0.01% | 7 | -3,756 | -5.24% | Q2 2026 | Jul 28, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 33,093 | 1,307 | 0.67% | 0.68% | 8 | +661 | 2.04% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 27,670 | 1,092 | 0.0% | 0.0% | 9 | +3,099 | 12.61% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 27,018 | 1,067 | 0.24% | 0.26% | 10 | -1,025 | -3.66% | Q2 2026 | Jul 24, 2026 |
| Signal Advisors Wealth, LLC | History | New | 24,469 | 966 | 0.05% | — | 11 | +24,469 | New | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 21,419 | 846 | 0.01% | 0.01% | 12 | -3,704 | -14.74% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,616 | 814 | 0.0% | 0.0% | 13 | -941 | -4.37% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 14,516 | 573 | 0.0% | — | 14 | +14,516 | New | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | New | 14,375 | 567 | 0.01% | — | 15 | +14,375 | New | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 14,289 | 564 | 0.08% | 0.08% | 16 | -155 | -1.07% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13,756 | 543 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | New | 12,510 | 494 | 0.0% | — | 18 | +12,510 | New | Q2 2026 | Jul 28, 2026 |
| Bouchey Financial Group, Ltd. | History | Reduced | 12,403 | 489 | 0.03% | 2.14% | 19 | -754,165 | -98.38% | Q2 2026 | Jul 27, 2026 |
| Van Diest Capital, LLC | History | No change | 12,371 | 488 | 0.44% | 0.36% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PFS Partners, LLC | History | No change | 11,796 | 465 | 0.19% | 0.2% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LPL Financial LLC | History | Added to | 10,011 | 395 | 0.0% | 0.0% | 22 | +298 | 3.07% | Q2 2026 | Aug 07, 2026 |
| Beacon Financial Advisory LLC | History | No change | 9,730 | 384 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 9,604 | 379 | 0.87% | 0.9% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LVZ, Inc. | History | No change | 9,000 | 355 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 8,945 | 353 | 0.17% | 0.19% | 26 | -517 | -5.46% | Q2 2026 | Sep 11, 2026 |
| Summit Financial, LLC | History | New | 8,250 | 325 | 0.0% | — | 27 | +8,250 | New | Q2 2026 | Aug 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 7,580 | 302 | 0.01% | 0.01% | 28 | -1,192 | -13.59% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,197 | 284 | 0.0% | 0.0% | 29 | -514 | -6.67% | Q2 2026 | Aug 03, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 6,935 | 273 | 0.17% | 0.15% | 30 | -21 | -0.3% | Q2 2026 | Jul 24, 2026 |
| Sovran Advisors, LLC | History | No change | 6,764 | 268 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 6,738 | 266 | 0.0% | — | 32 | +6,738 | New | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,594 | 260 | 0.0% | 0.0% | 33 | +4,977 | 307.79% | Q2 2026 | Aug 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 6,469 | 255 | 0.01% | — | 34 | +6,469 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | New | 5,477 | 216 | 0.0% | — | 35 | +5,477 | New | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,841 | 112 | 0.06% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 2,151 | 80 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,018 | 79 | 0.02% | 0.03% | 38 | -170 | -7.77% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,449 | 57 | 0.0% | — | 39 | +1,449 | New | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | Added to | 1,145 | 45 | 0.0% | 0.0% | 40 | +206 | 21.94% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 900 | 35 | 0.0% | 0.0% | 41 | -300 | -25.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 600 | 23 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | New | 330 | 13 | 0.0% | — | 43 | +330 | New | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | Added to | 139 | 5 | 0.0% | 0.0% | 44 | +108 | 348.39% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 62 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,989 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,652 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -709 | -100.0% | Q2 2026 | Aug 12, 2026 |