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 | Added to | 802,351 | 21,101 | 5.78% | 0.01% | 1 | +801,018 | 60091.37% | Q1 2026 | May 11, 2026 |
| Luken Investment Analytics, LLC | History | New | 545,343 | 14,342 | 5.49% | — | 2 | +545,343 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 341,771 | 8,988 | 0.01% | 0.01% | 3 | -28,924 | -7.8% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 246,622 | 6,486 | 0.01% | 0.01% | 4 | +24,284 | 10.92% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 182,409 | 4,797 | 0.01% | 0.0% | 5 | +159,253 | 687.74% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 165,003 | 4,339 | 0.0% | 0.0% | 6 | +32,130 | 24.18% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 144,292 | 3,794 | 0.0% | 0.0% | 7 | -3,049 | -2.07% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 80,757 | 2,123 | 0.03% | 0.03% | 8 | +16,336 | 25.36% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 78,794 | 2,072 | 0.0% | 0.0% | 9 | -2,118 | -2.62% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 61,117 | 1,607 | 0.0% | 0.0% | 10 | +47,837 | 360.22% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | No change | 42,386 | 1,114 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 41,844 | 1,100 | 0.0% | 0.0% | 12 | +19,401 | 86.45% | Q1 2026 | Apr 30, 2026 |
| 1776 Wealth LLC | History | No change | 40,304 | 1,059 | 0.42% | 0.4% | 13 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,266 | 1,058 | 0.0% | 0.0% | 14 | +21,209 | 111.29% | Q1 2026 | Apr 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 38,300 | 1,009 | 0.03% | 0.03% | 15 | -19,854 | -34.14% | Q1 2026 | Apr 08, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 26,868 | 706 | 0.05% | 0.13% | 16 | -34,234 | -56.03% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | New | 24,441 | 642 | 0.03% | — | 17 | +24,441 | New | Q1 2026 | Apr 30, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 22,841 | 606 | 0.58% | 0.58% | 18 | -535 | -2.29% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | New | 20,117 | 529 | 0.15% | — | 19 | +20,117 | New | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 19,343 | 508 | 0.17% | 0.17% | 20 | -160 | -0.82% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 17,745 | 467 | 0.0% | — | 21 | +17,745 | New | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,650 | 464 | 0.01% | 0.01% | 22 | -3,700 | -17.33% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 15,371 | 404 | 0.01% | 0.01% | 23 | +1,714 | 12.55% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 15,275 | 401 | 0.01% | 0.01% | 24 | -2,244 | -12.81% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 14,950 | 393 | 0.06% | 0.07% | 25 | -1,020 | -6.39% | Q1 2026 | Apr 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 13,906 | 368 | 0.02% | 0.02% | 27 | +525 | 3.92% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,996 | 368 | 0.03% | 0.02% | 26 | +367 | 2.69% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,858 | 338 | 0.0% | 0.0% | 28 | -1,726 | -11.83% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,790 | 336 | 0.03% | 0.03% | 29 | +55 | 0.43% | Q1 2026 | Apr 08, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 12,191 | 320 | 0.16% | 0.19% | 30 | -2,182 | -15.18% | Q1 2026 | May 14, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 11,600 | 305 | 0.24% | 0.26% | 31 | -1,616 | -12.23% | Q1 2026 | May 19, 2026 |
| Diligent Investors, LLC | History | Added to | 10,800 | 284 | 0.07% | 0.06% | 32 | +1,000 | 10.2% | Q1 2026 | Apr 15, 2026 |
| Fragasso Financial Advisors Inc | History | New | 10,597 | 280 | 0.02% | — | 33 | +10,597 | New | Q1 2026 | Apr 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,636 | 279 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 9,770 | 256 | 0.0% | 0.0% | 35 | -1,450 | -12.92% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 9,550 | 251 | 0.0% | 0.0% | 36 | -765 | -7.42% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 9,504 | 249 | 0.05% | 0.05% | 37 | -2,880 | -23.26% | Q1 2026 | May 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,270 | 243 | 0.0% | 0.0% | 38 | +1,170 | 14.44% | Q1 2026 | Jun 02, 2026 |
| Wedmont Private Capital | History | New | 8,870 | 239 | 0.01% | — | 39 | +8,870 | New | Q1 2026 | Apr 09, 2026 |
| Grantvest Financial Group LLC | History | New | 8,246 | 216 | 0.14% | — | 40 | +8,246 | New | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | No change | 8,199 | 215 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Asset Allocation Strategies LLC | History | No change | 8,023 | 211 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,840 | 205 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,507 | 171 | 0.01% | 0.0% | 44 | +4,646 | 249.65% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 5,834 | 153 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,763 | 151 | 0.0% | 0.0% | 46 | +560 | 10.76% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 5,373 | 141 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,666 | 122 | 0.01% | 0.01% | 48 | -84 | -1.77% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4,136 | 108 | 0.01% | 0.01% | 49 | +273 | 7.07% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 42,394 | 107 | 0.0% | 0.0% | 50 | +39,185 | 1221.1% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,026 | 105 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 2,497 | 65 | 0.01% | — | 53 | +2,497 | New | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 2,482 | 65 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | New | 1,331 | 35 | 0.02% | — | 54 | +1,331 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,306 | 34 | 0.01% | — | 55 | +1,306 | New | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,145 | 30 | 0.0% | 0.0% | 56 | +1,085 | 1808.33% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,085 | 28 | 0.0% | — | 57 | +1,085 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 890 | 23 | 0.0% | 0.0% | 58 | +450 | 102.27% | Q1 2026 | May 14, 2026 |
| Park Square Financial Group, LLC | History | New | 586 | 15 | 0.11% | — | 59 | +586 | New | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | No change | 220 | 5 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -8,375 | -100.0% | Q1 2026 | May 04, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,668 | -100.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -42 | -76.36% | Q1 2026 | May 15, 2026 |