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 | No change | 318,805 | 8,543 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 286,708 | 7,683 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 171,215 | 4,598 | 0.01% | 0.01% | 3 | +1,449 | 0.85% | Q3 2026 | Nov 02, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 160,652 | 4,315 | 1.4% | 1.44% | 4 | -114 | -0.07% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 158,505 | 4,257 | 0.01% | — | 5 | +158,505 | New | Q3 2026 | Nov 02, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 111,846 | 3,004 | 0.49% | 0.49% | 6 | -40 | -0.04% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | No change | 110,940 | 2,973 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 106,187 | 2,845 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 103,308 | 2,768 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 89,653 | 2,408 | 0.01% | 0.01% | 10 | +28,598 | 46.84% | Q3 2026 | Nov 02, 2026 |
| Sequent Planning LLC | History | No change | 87,809 | 2,353 | 0.5% | 0.5% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | Added to | 72,005 | 1,934 | 0.08% | 0.05% | 12 | +29,021 | 67.52% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 64,479 | 1,728 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 64,440 | 1,726 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 60,492 | 1,621 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cypress Wealth Services, LLC | History | No change | 47,519 | 1,275 | 0.15% | 0.16% | 16 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ignite Planners, LLC | History | Added to | 44,787 | 1,202 | 0.16% | 0.16% | 17 | +1,150 | 2.64% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 43,253 | 1,161 | 0.02% | 0.02% | 18 | -5,147 | -10.63% | Q3 2026 | Oct 16, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 39,564 | 1,058 | 0.02% | 0.03% | 19 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 37,844 | 1,014 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 36,594 | 980 | 0.56% | 0.56% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 36,487 | 977 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 32,091 | 862 | 0.01% | 0.0% | 23 | +8,118 | 33.86% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 29,072 | 779 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 27,791 | 744 | 0.38% | 0.38% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 25,017 | 671 | 0.01% | 0.01% | 26 | -122 | -0.49% | Q3 2026 | Oct 26, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 22,692 | 608 | 0.1% | 0.1% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diligent Investors, LLC | History | Added to | 22,400 | 601 | 0.13% | 0.13% | 28 | +1,000 | 4.67% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,868 | 586 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 18,704 | 501 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nvest Financial, LLC | History | No change | 18,621 | 499 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Visionary Wealth Advisors | History | No change | 17,908 | 481 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Kovack Advisors, Inc. | History | No change | 16,158 | 432 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,702 | 421 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Mariner, LLC | History | No change | 15,700 | 420 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 15,508 | 416 | 0.02% | 0.02% | 37 | -130 | -0.83% | Q3 2026 | Oct 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 15,520 | 416 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,423 | 413 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 13,916 | 373 | 0.26% | 0.28% | 39 | -23 | -0.17% | Q3 2026 | Oct 16, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 12,815 | 343 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 51,633 | 322 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 11,104 | 297 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 10,699 | 287 | 0.19% | 0.22% | 43 | -1,267 | -10.59% | Q3 2026 | Oct 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 10,257 | 282 | 0.01% | 0.01% | 44 | 0 | 0.0% | 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 | No change | 9,959 | 266 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,692 | 259 | 0.01% | 0.01% | 47 | 0 | 0.0% | 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 | No change | 9,139 | 244 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 8,700 | 233 | 0.02% | 0.02% | 50 | +750 | 9.43% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 8,507 | 228 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Grantvest Financial Group LLC | History | New | 8,368 | 224 | 0.13% | — | 52 | +8,368 | New | Q3 2026 | Oct 21, 2026 |
| Fragasso Financial Advisors Inc | History | New | 8,285 | 222 | 0.01% | — | 53 | +8,285 | New | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,240 | 220 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 6,168 | 165 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,924 | 158 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,336 | 143 | 0.01% | 0.01% | 57 | -1,339 | -20.06% | Q3 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 1,593 | 42 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Noble Wealth Management PBC | History | Added to | 1,348 | 36 | 0.02% | 0.01% | 59 | +450 | 50.11% | Q3 2026 | Oct 01, 2026 |
| Fairman Group, LLC | History | No change | 1,091 | 29 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 925 | 24 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 609 | 16 | 0.0% | 0.0% | 62 | -23 | -3.64% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 249 | 6 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 169 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 71 | 2 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Park Square Financial Group, LLC | History | No change | 98 | 2 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 67 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -14,291 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -614 | -100.0% | Q3 2026 | Oct 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |