FIRST TRUST EXCHANGE-TRADED FUND VIII - XSEP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 310,718 | 13,014 | 0.02% | 0.02% | 1 | -16,165 | -4.95% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 245,625 | 10,287 | 0.02% | 0.02% | 2 | -15,022 | -5.76% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 220,352 | 9,229 | 0.0% | 0.0% | 3 | +111,474 | 102.38% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 177,753 | 7,445 | 0.03% | 0.03% | 4 | +9,233 | 5.48% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 162,906 | 6,823 | 0.01% | 0.0% | 5 | +57,968 | 55.24% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 77,051 | 3,227 | 0.01% | 0.01% | 6 | -60,451 | -43.96% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 59,410 | 2,488 | 0.0% | 0.0% | 7 | -6,333 | -9.63% | Q1 2026 | May 06, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 47,795 | 2,001 | 1.63% | 1.8% | 8 | -5,478 | -10.28% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 41,130 | 1,722 | 0.0% | 0.0% | 9 | -9,529 | -18.81% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 32,000 | 1,340 | 0.67% | 0.79% | 10 | -5,202 | -13.98% | Q1 2026 | Apr 02, 2026 |
| Clear Point Advisors Inc. | History | No change | 21,637 | 906 | 0.7% | 0.71% | 11 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,539 | 860 | 0.02% | 0.02% | 12 | -785 | -3.68% | Q1 2026 | May 01, 2026 |
| Diligent Investors, LLC | History | No change | 19,502 | 816 | 0.2% | 0.2% | 13 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 18,795 | 787 | 0.16% | 0.17% | 14 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,126 | 759 | 0.0% | 0.0% | 15 | -2,986 | -14.14% | Q1 2026 | May 15, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 17,470 | 731 | 0.27% | 0.28% | 16 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 16,521 | 718 | 0.3% | 0.32% | 17 | -459 | -2.7% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,862 | 706 | 0.0% | 0.0% | 18 | -255 | -1.49% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | Added to | 15,866 | 664 | 0.91% | 0.66% | 19 | +1,815 | 12.92% | Q1 2026 | May 12, 2026 |
| Sequent Planning LLC | History | Reduced | 14,131 | 591 | 0.14% | 0.15% | 20 | -140 | -0.98% | Q1 2026 | Apr 21, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 14,057 | 588 | 0.05% | 0.05% | 21 | -1,613 | -10.29% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 13,568 | 568 | 0.04% | 0.04% | 22 | -255 | -1.84% | Q1 2026 | Apr 20, 2026 |
| Signal Advisors Wealth, LLC | History | New | 13,356 | 559 | 0.04% | — | 23 | +13,356 | New | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,545 | 525 | 0.0% | 0.0% | 24 | -1,462 | -10.44% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 11,954 | 500 | 0.0% | 0.0% | 25 | -111 | -0.92% | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | New | 10,928 | 457 | 0.25% | — | 26 | +10,928 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,911 | 456 | 0.0% | 0.0% | 27 | +1,394 | 14.65% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 10,889 | 456 | 0.07% | 0.07% | 28 | -200 | -1.8% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | New | 10,199 | 447 | 0.01% | — | 30 | +10,199 | New | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,685 | 447 | 0.01% | 0.01% | 29 | +3,041 | 39.78% | Q1 2026 | May 15, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 10,297 | 431 | 0.07% | 0.08% | 31 | -2,255 | -17.97% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | New | 10,390 | 428 | 0.0% | — | 32 | +10,390 | New | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,225 | 401 | 0.01% | — | 33 | +9,225 | New | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 9,411 | 394 | 0.01% | 0.01% | 34 | +1,363 | 16.94% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,200 | 343 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | No change | 8,200 | 343 | 0.14% | 0.14% | 36 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 7,660 | 320 | 0.8% | 0.76% | 37 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | No change | 7,349 | 307 | 0.14% | 0.14% | 38 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 7,275 | 304 | 0.08% | 0.09% | 39 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 6,948 | 299 | 0.12% | 0.16% | 41 | -1,500 | -17.76% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Added to | 7,162 | 299 | 0.0% | 0.0% | 40 | +45 | 0.63% | Q1 2026 | Apr 16, 2026 |
| IMG Wealth Management, Inc. | History | No change | 6,755 | 282 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | No change | 6,730 | 281 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Chris Bulman Inc | History | No change | 6,698 | 280 | 0.12% | 0.13% | 44 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | No change | 6,497 | 272 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | No change | 6,200 | 259 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | New | 5,993 | 251 | 0.0% | — | 47 | +5,993 | New | Q1 2026 | May 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 5,959 | 249 | 0.17% | 0.17% | 48 | -47 | -0.78% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,853 | 245 | 0.0% | 0.01% | 49 | -316 | -5.12% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,739 | 240 | 0.01% | 0.01% | 50 | +296 | 5.44% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 5,642 | 236 | 0.0% | 0.0% | 51 | -2,000 | -26.17% | Q1 2026 | Apr 15, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 5,273 | 220 | 0.11% | 0.19% | 52 | -3,392 | -39.15% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 4,944 | 216 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 5,005 | 209 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 4,940 | 206 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Added to | 3,917 | 164 | 0.0% | 0.0% | 56 | +798 | 25.59% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,750 | 116 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,412 | 101 | 0.0% | — | 58 | +2,412 | New | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,246 | 94 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,200 | 50 | 0.0% | 0.0% | 60 | -281 | -18.97% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | No change | 1,103 | 46 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 1,112 | 46 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 660 | 27 | 0.0% | 0.0% | 63 | +437 | 195.96% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 597 | 25 | 0.0% | — | 64 | +597 | New | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 497 | 20 | 0.0% | 0.0% | 65 | -72 | -12.65% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | New | 461 | 19 | 0.0% | — | 66 | +461 | New | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 405 | 16 | 0.0% | — | 67 | +405 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 40 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,243 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,224 | -100.0% | Q1 2026 | May 01, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,009 | -100.0% | Q1 2026 | May 14, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,083 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Cambridge Advisors Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,775 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -4,475 | -100.0% | Q1 2026 | May 15, 2026 |