FIRST TRUST EXCHANGE-TRADED FUND VIII - YDEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | History | Reduced | 38,300 | 1,009 | 0.03% | 0.03% | 1 | -19,854 | -34.14% | Q1 2026 | Apr 08, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 26,868 | 706 | 0.05% | 0.13% | 2 | -34,234 | -56.03% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 19,343 | 508 | 0.17% | 0.17% | 3 | -160 | -0.82% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 17,745 | 467 | 0.0% | — | 4 | +17,745 | New | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,650 | 464 | 0.01% | 0.01% | 5 | -3,700 | -17.33% | Q1 2026 | Apr 20, 2026 |
| Ignite Planners, LLC | History | Reduced | 14,950 | 393 | 0.06% | 0.07% | 6 | -1,020 | -6.39% | Q1 2026 | Apr 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,996 | 368 | 0.03% | 0.02% | 7 | +367 | 2.69% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,858 | 338 | 0.0% | 0.0% | 8 | -1,726 | -11.83% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,790 | 336 | 0.03% | 0.03% | 9 | +55 | 0.43% | Q1 2026 | Apr 08, 2026 |
| Diligent Investors, LLC | History | Added to | 10,800 | 284 | 0.07% | 0.06% | 10 | +1,000 | 10.2% | Q1 2026 | Apr 15, 2026 |
| Fragasso Financial Advisors Inc | History | New | 10,597 | 280 | 0.02% | — | 11 | +10,597 | New | Q1 2026 | Apr 07, 2026 |
| Wedmont Private Capital | History | New | 8,870 | 239 | 0.01% | — | 12 | +8,870 | New | Q1 2026 | Apr 09, 2026 |
| Asset Allocation Strategies LLC | History | No change | 8,023 | 211 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,507 | 171 | 0.01% | 0.0% | 14 | +4,646 | 249.65% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 5,834 | 153 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | No change | 5,373 | 141 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 42,394 | 107 | 0.0% | 0.0% | 17 | +39,185 | 1221.1% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -370,695 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.01% | — | -222,338 | -100.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147,341 | -100.0% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -132,873 | -100.0% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -80,912 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -64,421 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,386 | -100.0% | Q4 2025 | Mar 09, 2026 |
| 1776 Wealth LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -40,304 | -100.0% | Q4 2025 | Feb 11, 2026 |
| BFI Wealth Solutions, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -23,376 | -100.0% | Q4 2025 | Feb 19, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -23,156 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,443 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,057 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,519 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.19% | — | -14,373 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,657 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,381 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,280 | -100.0% | Q4 2025 | Feb 10, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -13,216 | -100.0% | Q4 2025 | Feb 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -12,384 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,220 | -100.0% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,636 | -100.0% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,315 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -8,375 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,199 | -100.0% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,100 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,840 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,203 | -100.0% | Q4 2025 | Mar 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,750 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,026 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,863 | -100.0% | Q4 2025 | Feb 20, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,668 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,482 | -100.0% | Q4 2025 | Feb 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -1,333 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -440 | -100.0% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q4 2025 | Feb 13, 2026 |