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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 619,264 | 15,946 | 0.0% | 0.0% | 1 | -3,292 | -0.53% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 567,728 | 14,619 | 0.02% | 0.03% | 2 | -235,141 | -29.29% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 294,275 | 7,577 | 0.01% | 0.01% | 3 | -5,639 | -1.88% | Q1 2026 | May 13, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 165,156 | 4,252 | 1.63% | 3.99% | 4 | -226,047 | -57.78% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 155,894 | 4,014 | 0.01% | 0.01% | 5 | -35,224 | -18.43% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 143,700 | 3,700 | 0.01% | 0.01% | 6 | -10,588 | -6.86% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | No change | 122,575 | 3,156 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 120,239 | 3,096 | 0.6% | 0.68% | 8 | -11,326 | -8.61% | Q1 2026 | May 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 100,550 | 2,589 | 0.01% | 0.01% | 9 | -9,554 | -8.68% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 83,307 | 2,145 | 0.02% | 0.02% | 10 | -17,114 | -17.04% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 70,355 | 1,811 | 0.13% | 0.12% | 11 | +1,635 | 2.38% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 66,588 | 1,714 | 0.0% | 0.0% | 12 | +48,920 | 276.88% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 63,677 | 1,639 | 0.01% | 0.01% | 13 | +11,105 | 21.12% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 47,839 | 1,231 | 0.03% | 0.03% | 14 | -150 | -0.31% | Q1 2026 | Apr 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 47,519 | 1,223 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 42,957 | 1,106 | 0.17% | 0.18% | 16 | -1,240 | -2.81% | Q1 2026 | Apr 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 37,694 | 966 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 36,594 | 942 | 0.64% | 0.63% | 18 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 35,090 | 907 | 0.03% | 0.02% | 19 | -3,845 | -9.88% | Q1 2026 | Apr 08, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 32,628 | 840 | 0.06% | 0.14% | 20 | -35,815 | -52.33% | Q1 2026 | Apr 22, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 31,182 | 802 | 0.45% | 0.47% | 21 | -1,506 | -4.61% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 28,480 | 733 | 0.01% | 0.01% | 22 | -21 | -0.07% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,446 | 603 | 0.01% | 0.01% | 23 | +875 | 3.88% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 22,036 | 567 | 0.11% | 0.24% | 24 | -33,291 | -60.17% | Q1 2026 | May 20, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 20,308 | 522 | 0.01% | — | 25 | +20,308 | New | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 20,054 | 516 | 0.0% | 0.0% | 26 | -1,775 | -8.13% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 19,944 | 513 | 0.0% | 0.0% | 27 | -5,063 | -20.25% | Q1 2026 | May 04, 2026 |
| Nvest Financial, LLC | History | No change | 18,692 | 481 | 0.18% | 0.2% | 28 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | No change | 17,908 | 461 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 17,235 | 443 | 0.0% | 0.0% | 30 | -1,920 | -10.02% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 17,168 | 442 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 16,455 | 423 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,923 | 410 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,487 | 398 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 13,983 | 360 | 0.0% | 0.0% | 35 | -7,863 | -35.99% | Q1 2026 | May 06, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 13,321 | 343 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 13,181 | 339 | 0.01% | 0.01% | 37 | -180 | -1.35% | Q1 2026 | Apr 14, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 13,080 | 336 | 0.26% | 0.27% | 38 | -325 | -2.42% | Q1 2026 | Apr 28, 2026 |
| BFI Wealth Solutions, LLC | History | New | 12,439 | 323 | 0.31% | — | 39 | +12,439 | New | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 12,219 | 314 | 0.24% | 0.27% | 40 | -1,660 | -11.96% | Q1 2026 | May 19, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 12,151 | 312 | 0.16% | 0.17% | 41 | -869 | -6.67% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 12,042 | 310 | 0.1% | 0.11% | 42 | -565 | -4.48% | Q1 2026 | Apr 09, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 11,104 | 285 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 45,796 | 276 | 0.0% | 0.0% | 44 | +32,793 | 252.2% | Q1 2026 | Apr 08, 2026 |
| Diligent Investors, LLC | History | No change | 10,400 | 267 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,300 | 265 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KINTRA WEALTH, LLC | History | New | 9,868 | 254 | 0.02% | — | 47 | +9,868 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,685 | 249 | 0.0% | 0.0% | 48 | -3,292 | -25.37% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,490 | 244 | 0.0% | 0.01% | 49 | -840 | -8.13% | Q1 2026 | May 18, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 8,950 | 230 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,476 | 218 | 0.0% | 0.0% | 51 | -1,243 | -12.79% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 7,374 | 189 | 0.01% | 0.01% | 52 | -210 | -2.77% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,585 | 170 | 0.0% | 0.0% | 53 | +343 | 5.5% | Q1 2026 | Apr 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 6,168 | 158 | 0.04% | 0.16% | 54 | -16,724 | -73.06% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 4,354 | 112 | 0.0% | 0.0% | 55 | +1,285 | 41.87% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | Added to | 3,682 | 94 | 0.03% | 0.02% | 56 | +846 | 29.83% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,624 | 93 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 1,842 | 47 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 1,214 | 31 | 0.0% | — | 59 | +1,214 | New | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | No change | 1,091 | 28 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | No change | 913 | 23 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 898 | 23 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 727 | 18 | 0.0% | 0.01% | 63 | -4,501 | -86.09% | Q1 2026 | Apr 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 614 | 15 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | New | 343 | 8 | 0.0% | — | 65 | +343 | New | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | No change | 249 | 6 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 71 | 2 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 14 | 0 | — | 5.71% | — | -564,533 | -100.0% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68,197 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,223 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Ifrah Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -13,060 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -8,304 | -100.0% | Q1 2026 | May 04, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,204 | -100.0% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,758 | -100.0% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,209 | -100.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -621 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -47 | -85.45% | Q1 2026 | May 15, 2026 |