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 | No change | 208,561 | 8,238 | 1.76% | 1.76% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 201,201 | 7,947 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 191,294 | 7,556 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 116,792 | 4,613 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 85,082 | 3,360 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 82,577 | 3,336 | 1.19% | 1.26% | 6 | -2,505 | -2.94% | Q3 2026 | Oct 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,033 | 2,869 | 0.01% | 0.01% | 7 | +3,070 | 4.52% | Q3 2026 | Nov 02, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 33,093 | 1,307 | 0.67% | 0.67% | 8 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 27,389 | 1,106 | 0.05% | 0.05% | 9 | +2,920 | 11.93% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 27,670 | 1,092 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | No change | 27,018 | 1,091 | 0.24% | 0.24% | 11 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 21,419 | 846 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Seven Hills Financial, LLC | History | New | 19,215 | 776 | 0.47% | — | 13 | +19,215 | New | Q3 2026 | Oct 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 14,516 | 573 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,375 | 567 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 14,015 | 566 | 0.07% | 0.08% | 16 | -274 | -1.92% | Q3 2026 | Oct 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13,756 | 555 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,134 | 530 | 0.0% | 0.0% | 18 | -7,482 | -36.29% | Q3 2026 | Nov 02, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 12,403 | 489 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Van Diest Capital, LLC | History | No change | 12,371 | 488 | 0.44% | 0.44% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PFS Partners, LLC | History | No change | 11,796 | 476 | 0.19% | 0.19% | 21 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| LPL Financial LLC | History | No change | 10,011 | 395 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Financial Advisory LLC | History | No change | 9,730 | 393 | 0.07% | 0.08% | 23 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LVZ, Inc. | History | No change | 9,000 | 363 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bullseye Investment Management, LLC | History | No change | 8,945 | 361 | 0.18% | 0.17% | 25 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Summit Financial, LLC | History | No change | 8,250 | 325 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arlington Capital Management INC | History | Added to | 7,647 | 308 | 0.18% | 0.17% | 27 | +712 | 10.27% | Q3 2026 | Oct 29, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,580 | 302 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 7,197 | 284 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sovran Advisors, LLC | History | No change | 6,764 | 275 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,738 | 266 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,594 | 260 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 6,469 | 255 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 5,477 | 216 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 4,976 | 201 | 0.03% | — | 35 | +4,976 | New | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,533 | 102 | 0.01% | 0.0% | 36 | +1,084 | 74.81% | Q3 2026 | Oct 30, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 2,082 | 84 | 0.04% | 0.06% | 37 | -759 | -26.72% | Q3 2026 | Oct 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,018 | 81 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| UBS Group AG | History | No change | 1,145 | 45 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 900 | 35 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 600 | 24 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 600 | 23 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 600 | 23 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 250 | 10 | 0.0% | 0.0% | 44 | -80 | -24.24% | Q3 2026 | Oct 08, 2026 |
| BARCLAYS PLC | History | No change | 139 | 5 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 62 | 2 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -12,510 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -9,604 | -100.0% | Q3 2026 | Nov 03, 2026 |