FIRST TRUST EXCHANGE-TRADED FUND VIII - YMAR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | History | New | 250,672 | 6,856 | 2.18% | — | 1 | +250,672 | New | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,629 | 815 | 0.0% | 0.0% | 2 | +13,716 | 86.19% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 23,521 | 643 | 0.05% | 0.04% | 3 | +1,180 | 5.28% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Reduced | 20,456 | 559 | 0.01% | 0.01% | 4 | -500 | -2.39% | Q1 2026 | Apr 16, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 20,176 | 557 | 0.03% | 0.02% | 5 | +6,966 | 52.73% | Q1 2026 | Apr 07, 2026 |
| Claro Advisors Inc. | History | Reduced | 20,161 | 551 | 0.07% | 0.08% | 6 | -471 | -2.28% | Q1 2026 | Apr 21, 2026 |
| Diligent Investors, LLC | History | Added to | 13,946 | 381 | 0.09% | 0.09% | 7 | +41 | 0.29% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,893 | 352 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | No change | 11,988 | 327 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,765 | 294 | 0.0% | 0.0% | 10 | +1,859 | 20.87% | Q1 2026 | Apr 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 10,212 | 279 | 0.09% | 0.09% | 11 | -145 | -1.4% | Q1 2026 | Apr 09, 2026 |
| Ignite Planners, LLC | History | Added to | 8,755 | 239 | 0.04% | 0.04% | 12 | +400 | 4.79% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | No change | 7,947 | 217 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Balboa Wealth Partners | History | New | 7,438 | 203 | 0.03% | — | 14 | +7,438 | New | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 110 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,337 | 63 | 0.0% | 0.0% | 16 | +352 | 17.73% | Q1 2026 | Apr 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 3.46% | — | -465,381 | -100.0% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -355,527 | -100.0% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -252,193 | -100.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -177,947 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -154,010 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -120,030 | -100.0% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -116,584 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -101,522 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.23% | — | -51,193 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -50,728 | -100.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,063 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -44,765 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Ifrah Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -32,442 | -100.0% | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,136 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -23,611 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -22,375 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Crusonia Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -20,361 | -100.0% | Q4 2025 | Feb 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,784 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.41% | — | -19,410 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,269 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,637 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.31% | — | -15,055 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -15,055 | -100.0% | Q4 2025 | Jan 13, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,028 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,465 | -100.0% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -13,333 | -100.0% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,074 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,233 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,837 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -8,924 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Maltin Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -8,864 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Sloy Dahl & Holst, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,500 | -100.0% | Q4 2025 | Feb 04, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,430 | -100.0% | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,382 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,166 | -100.0% | Q4 2025 | Mar 16, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.07% | — | -5,049 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,682 | -100.0% | Q4 2025 | Feb 20, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,096 | -100.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,697 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,610 | -100.0% | Q4 2025 | Jan 29, 2026 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -1,586 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q4 2025 | Jan 26, 2026 |