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 | No change | 798,972 | 22,007 | 5.46% | 5.46% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Luken Investment Analytics, LLC | History | No change | 576,492 | 15,879 | 5.55% | 5.55% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 255,400 | 7,112 | 0.01% | 0.01% | 3 | -17,785 | -6.51% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 242,756 | 6,686 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 167,620 | 4,617 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 146,895 | 4,046 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 117,565 | 3,238 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 104,579 | 2,880 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 71,930 | 1,981 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 64,885 | 1,787 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 44,862 | 1,249 | 0.0% | — | 11 | +44,862 | New | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 42,386 | 1,167 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| 1776 Wealth LLC | History | No change | 40,304 | 1,110 | 0.39% | 0.39% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 32,784 | 903 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,361 | 901 | 0.0% | 0.0% | 15 | +5,270 | 19.45% | Q3 2026 | Nov 02, 2026 |
| Clear Point Advisors Inc. | History | New | 31,218 | 878 | 0.6% | — | 16 | +31,218 | New | Q3 2026 | Oct 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 28,383 | 785 | 0.02% | 0.03% | 17 | -9,917 | -25.89% | Q3 2026 | Oct 09, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 27,206 | 757 | 0.52% | 0.47% | 18 | +4,371 | 19.14% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26,460 | 728 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 19,370 | 533 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Financial Group, LLC | History | Reduced | 18,547 | 516 | 0.41% | 0.43% | 21 | -300 | -1.59% | Q3 2026 | Oct 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 18,148 | 505 | 0.14% | 0.15% | 22 | -200 | -1.09% | Q3 2026 | Oct 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 17,650 | 491 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 17,450 | 486 | 0.0% | 0.0% | 24 | -295 | -1.66% | Q3 2026 | Oct 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 15,771 | 434 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,371 | 428 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Ignite Planners, LLC | History | Added to | 14,205 | 395 | 0.05% | 0.05% | 27 | +100 | 0.71% | Q3 2026 | Oct 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 14,189 | 389 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,996 | 385 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 12,763 | 355 | 0.02% | 0.02% | 30 | -27 | -0.21% | Q3 2026 | Oct 08, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 10,695 | 297 | 0.01% | 0.02% | 31 | +98 | 0.92% | Q3 2026 | Oct 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 10,550 | 293 | 0.06% | 0.07% | 32 | -250 | -2.31% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 10,649 | 293 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,636 | 292 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 10,523 | 289 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | No change | 10,202 | 281 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 9,504 | 261 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 9,336 | 260 | 0.17% | 0.21% | 38 | -2,004 | -17.67% | Q3 2026 | Oct 14, 2026 |
| Mutual Advisors, LLC | History | No change | 8,199 | 225 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | No change | 8,023 | 223 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Grantvest Financial Group LLC | History | No change | 8,030 | 223 | 0.13% | 0.13% | 41 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Mariner, LLC | History | No change | 7,915 | 218 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,840 | 215 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,558 | 208 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,971 | 194 | 0.01% | 0.01% | 45 | +512 | 7.93% | Q3 2026 | Nov 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,050 | 166 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,763 | 158 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 5,373 | 149 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,416 | 122 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,026 | 112 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 32,338 | 109 | 0.0% | 0.0% | 51 | -10,639 | -24.76% | Q3 2026 | Oct 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,601 | 100 | 0.01% | 0.01% | 52 | -2,175 | -37.66% | Q3 2026 | Oct 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,497 | 69 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Capital Analysts, LLC | History | No change | 2,482 | 68 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,085 | 57 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,200 | 33 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,145 | 31 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | New | 370 | 10 | 0.0% | — | 59 | +370 | New | Q3 2026 | Oct 29, 2026 |
| AE Wealth Management LLC | History | No change | 220 | 6 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 182 | 5 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 123 | 3 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 71 | 1 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -8,870 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |