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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 798,972 | 22,007 | 5.46% | 5.78% | 1 | -3,379 | -0.42% | Q2 2026 | Aug 07, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 576,492 | 15,879 | 5.55% | 5.49% | 2 | +31,149 | 5.71% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 273,185 | 7,524 | 0.01% | 0.01% | 3 | -68,586 | -20.07% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 242,756 | 6,686 | 0.01% | 0.01% | 4 | -3,866 | -1.57% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 167,620 | 4,617 | 0.01% | 0.01% | 5 | -14,789 | -8.11% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 146,895 | 4,046 | 0.0% | 0.0% | 6 | +2,603 | 1.8% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 117,565 | 3,238 | 0.0% | 0.0% | 7 | -47,438 | -28.75% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 104,579 | 2,880 | 0.0% | — | 8 | +104,579 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 71,930 | 1,981 | 0.0% | 0.0% | 9 | -6,864 | -8.71% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 64,885 | 1,787 | 0.0% | 0.0% | 10 | +3,768 | 6.17% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 42,386 | 1,167 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| 1776 Wealth LLC | History | No change | 40,304 | 1,110 | 0.39% | 0.42% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 38,300 | 1,057 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 32,784 | 903 | 0.01% | 0.01% | 14 | +17,509 | 114.63% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 27,091 | 746 | 0.0% | 0.0% | 15 | -13,175 | -32.72% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 26,460 | 728 | 0.01% | 0.03% | 16 | -54,297 | -67.24% | Q2 2026 | Aug 12, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 22,835 | 628 | 0.47% | 0.58% | 17 | -6 | -0.03% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,370 | 533 | 0.0% | — | 18 | +19,370 | New | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 20,117 | 529 | 0.15% | 0.15% | 19 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mission Financial Group, LLC | History | New | 18,847 | 519 | 0.43% | — | 20 | +18,847 | New | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 18,348 | 505 | 0.15% | 0.17% | 21 | -995 | -5.14% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 17,745 | 489 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 17,650 | 486 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 15,771 | 434 | 0.0% | — | 24 | +15,771 | New | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,371 | 423 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,189 | 389 | 0.02% | 0.02% | 26 | +283 | 2.04% | Q2 2026 | Jul 28, 2026 |
| Ignite Planners, LLC | History | Reduced | 14,105 | 388 | 0.05% | 0.06% | 27 | -845 | -5.65% | Q2 2026 | Jul 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,996 | 385 | 0.02% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Heartland Consultants, Inc. | History | No change | 12,790 | 352 | 0.02% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 11,340 | 312 | 0.21% | 0.24% | 30 | -260 | -2.24% | Q2 2026 | Jul 21, 2026 |
| Diligent Investors, LLC | History | No change | 10,800 | 297 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 10,649 | 293 | 0.03% | — | 32 | +10,649 | New | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,636 | 292 | 0.01% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 10,597 | 291 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 10,523 | 289 | 0.14% | 0.16% | 35 | -1,668 | -13.68% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,202 | 281 | 0.0% | 0.0% | 36 | -2,656 | -20.66% | Q2 2026 | Jul 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 9,504 | 261 | 0.04% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wedmont Private Capital | History | No change | 8,870 | 245 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mutual Advisors, LLC | History | No change | 8,199 | 225 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 8,030 | 221 | 0.13% | 0.14% | 40 | -216 | -2.62% | Q2 2026 | Aug 07, 2026 |
| Asset Allocation Strategies LLC | History | No change | 8,023 | 220 | 0.03% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | Reduced | 7,915 | 218 | 0.0% | 0.0% | 42 | -1,855 | -18.99% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,840 | 215 | 0.01% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | New | 7,558 | 208 | 0.01% | — | 44 | +7,558 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,459 | 177 | 0.01% | 0.01% | 45 | -48 | -0.74% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,050 | 166 | 0.0% | 0.0% | 46 | -3,500 | -36.65% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,776 | 159 | 0.01% | 0.01% | 47 | -58 | -0.99% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,763 | 158 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 5,373 | 147 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 42,977 | 131 | 0.0% | 0.0% | 50 | +583 | 1.38% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,416 | 121 | 0.01% | 0.01% | 51 | -250 | -5.36% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,026 | 110 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,136 | 108 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,497 | 68 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | No change | 2,482 | 68 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 2,085 | 57 | 0.0% | — | 56 | +2,085 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,200 | 33 | 0.0% | — | 57 | +1,200 | New | Q2 2026 | Jul 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,145 | 31 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 890 | 23 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 220 | 6 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 182 | 5 | 0.0% | — | 62 | +182 | New | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 71 | 1 | 0.0% | — | 63 | +71 | New | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41,844 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -26,868 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.03% | — | -24,441 | -100.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,270 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,331 | -100.0% | Q2 2026 | Jul 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,306 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,085 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -586 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |