FIRST TRUST EXCHANGE-TRADED FUND VIII - YJUN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | Added to | 318,805 | 8,543 | 0.01% | 0.01% | 1 | +24,530 | 8.34% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 286,708 | 7,683 | 0.0% | 0.0% | 2 | -332,556 | -53.7% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 169,766 | 4,549 | 0.01% | 0.02% | 3 | -397,962 | -70.1% | Q2 2026 | Jul 29, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 160,766 | 4,308 | 1.44% | 1.63% | 4 | -4,390 | -2.66% | Q2 2026 | Jul 22, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 111,886 | 2,998 | 0.49% | 0.6% | 5 | -8,353 | -6.95% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 110,940 | 2,973 | 0.0% | 0.0% | 6 | -11,635 | -9.49% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 106,187 | 2,845 | 0.0% | 0.01% | 7 | -49,707 | -31.89% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 103,308 | 2,768 | 0.0% | 0.0% | 8 | +89,325 | 638.81% | Q2 2026 | Aug 07, 2026 |
| Sequent Planning LLC | History | New | 87,809 | 2,353 | 0.5% | — | 9 | +87,809 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 64,479 | 1,728 | 0.0% | 0.0% | 10 | -2,109 | -3.17% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 64,440 | 1,726 | 0.0% | 0.01% | 11 | -36,110 | -35.91% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 61,055 | 1,636 | 0.01% | 0.01% | 12 | -2,622 | -4.12% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 60,492 | 1,621 | 0.1% | 0.13% | 13 | -9,863 | -14.02% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 48,400 | 1,297 | 0.02% | 0.03% | 14 | +561 | 1.17% | Q2 2026 | Jul 20, 2026 |
| Cypress Wealth Services, LLC | History | No change | 47,519 | 1,273 | 0.16% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ignite Planners, LLC | History | Added to | 43,637 | 1,169 | 0.16% | 0.17% | 16 | +680 | 1.58% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | New | 42,984 | 1,151 | 0.05% | — | 17 | +42,984 | New | Q2 2026 | Aug 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 39,564 | 1,061 | 0.03% | 0.03% | 18 | +4,474 | 12.75% | Q2 2026 | Jul 15, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 37,844 | 1,014 | 0.07% | 0.07% | 19 | +150 | 0.4% | Q2 2026 | Aug 07, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 36,594 | 980 | 0.56% | 0.64% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 36,487 | 977 | 0.01% | 0.02% | 21 | -46,820 | -56.2% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,072 | 779 | 0.01% | 0.01% | 22 | +5,626 | 24.0% | Q2 2026 | Aug 12, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 27,791 | 744 | 0.38% | 0.45% | 23 | -3,391 | -10.87% | Q2 2026 | Jul 16, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 25,139 | 673 | 0.01% | 0.01% | 24 | -3,341 | -11.73% | Q2 2026 | Aug 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 23,973 | 642 | 0.0% | 0.0% | 25 | +6,805 | 39.64% | Q2 2026 | Jul 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 22,692 | 608 | 0.1% | 0.11% | 26 | +656 | 2.98% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 21,868 | 586 | 0.0% | 0.0% | 27 | +1,924 | 9.65% | Q2 2026 | Aug 03, 2026 |
| Diligent Investors, LLC | History | Added to | 21,400 | 573 | 0.13% | 0.07% | 28 | +11,000 | 105.77% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 18,704 | 501 | 0.0% | 0.0% | 29 | -1,350 | -6.73% | Q2 2026 | Aug 11, 2026 |
| Nvest Financial, LLC | History | Reduced | 18,621 | 499 | 0.16% | 0.18% | 30 | -71 | -0.38% | Q2 2026 | Jul 30, 2026 |
| Visionary Wealth Advisors | History | No change | 17,908 | 479 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | New | 16,158 | 432 | 0.02% | — | 32 | +16,158 | New | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 15,700 | 420 | 0.0% | 0.0% | 33 | -1,535 | -8.91% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 15,702 | 420 | 0.01% | 0.01% | 34 | +215 | 1.39% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 15,638 | 419 | 0.02% | 0.02% | 35 | -817 | -4.97% | Q2 2026 | Jul 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 15,520 | 415 | 0.12% | 0.1% | 36 | +3,478 | 28.88% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,423 | 413 | 0.0% | 0.0% | 37 | -500 | -3.14% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,291 | 382 | 0.01% | 0.01% | 38 | +1,110 | 8.42% | Q2 2026 | Jul 15, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 13,939 | 373 | 0.28% | 0.31% | 39 | +1,500 | 12.06% | Q2 2026 | Aug 07, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 12,815 | 343 | 0.09% | 0.11% | 40 | -506 | -3.8% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 51,633 | 327 | 0.0% | 0.0% | 41 | +5,837 | 12.75% | Q2 2026 | Jul 15, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 11,966 | 320 | 0.22% | 0.24% | 42 | -253 | -2.07% | Q2 2026 | Jul 21, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 11,104 | 297 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 10,257 | 282 | 0.01% | 0.02% | 44 | +389 | 3.94% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,300 | 276 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 9,959 | 266 | 0.13% | 0.16% | 46 | -2,192 | -18.04% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | New | 9,692 | 259 | 0.01% | — | 47 | +9,692 | New | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,490 | 254 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 9,139 | 244 | 0.09% | — | 49 | +9,125 | 65178.57% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,507 | 227 | 0.0% | 0.0% | 50 | +1,922 | 29.19% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,240 | 220 | 0.0% | 0.0% | 51 | -236 | -2.78% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 7,950 | 213 | 0.02% | 0.02% | 52 | -1,000 | -11.17% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 6,675 | 178 | 0.01% | 0.01% | 53 | -699 | -9.48% | Q2 2026 | Jul 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 6,168 | 165 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 5,924 | 158 | 0.02% | — | 55 | +5,924 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 4,354 | 112 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,682 | 94 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,624 | 93 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,593 | 42 | 0.0% | 0.0% | 59 | -249 | -13.52% | Q2 2026 | Aug 03, 2026 |
| Fairman Group, LLC | History | No change | 1,091 | 29 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LANARK FINANCIAL, INC. | History | New | 925 | 24 | 0.0% | — | 62 | +925 | New | Q2 2026 | Jul 21, 2026 |
| Noble Wealth Management PBC | History | No change | 898 | 24 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 632 | 16 | 0.0% | 0.0% | 63 | -95 | -13.07% | Q2 2026 | Jul 28, 2026 |
| Decker Retirement Planning Inc. | History | No change | 614 | 16 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 295 | 7 | 0.0% | — | 65 | +295 | New | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 249 | 6 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Square Financial Group, LLC | History | New | 98 | 2 | 0.02% | — | 68 | +98 | New | Q2 2026 | Jul 31, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 71 | 2 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | New | 67 | 1 | 0.0% | — | 69 | +67 | New | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 53 | 1 | 0.0% | — | 70 | +53 | New | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -143,700 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -32,628 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,308 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -13,080 | -100.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,685 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,214 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -913 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -343 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |