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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 378,377 | 10,842 | 0.01% | 0.01% | 1 | +111,285 | 41.67% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | New | 362,437 | 10,386 | 0.12% | — | 2 | +362,437 | New | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | Added to | 308,886 | 8,851 | 0.25% | 0.33% | 3 | +10,293 | 3.45% | Q2 2026 | Aug 03, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 252,509 | 7,236 | 2.01% | 2.18% | 4 | +1,837 | 0.73% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 189,723 | 5,436 | 0.0% | 0.0% | 5 | -21,093 | -10.01% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 162,062 | 4,569 | 0.88% | 0.88% | 6 | +2,441 | 1.53% | Q2 2026 | Aug 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 153,873 | 4,409 | 1.09% | 1.16% | 7 | -394 | -0.26% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 114,004 | 3,266 | 0.0% | 0.0% | 8 | +4,791 | 4.39% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57,143 | 1,637 | 0.0% | 0.0% | 9 | -41,983 | -42.35% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | Added to | 54,859 | 1,572 | 0.18% | 0.91% | 10 | +53,284 | 3383.11% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 47,184 | 1,352 | 0.0% | 0.0% | 11 | -1,325 | -2.73% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 44,200 | 1,267 | 0.0% | 0.0% | 12 | +19,200 | 76.8% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 41,581 | 1,191 | 0.07% | 0.05% | 13 | +18,060 | 76.78% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | Reduced | 40,201 | 1,152 | 0.05% | 0.05% | 14 | -599 | -1.47% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 37,813 | 1,083 | 0.0% | 0.0% | 15 | -3,619 | -8.73% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 34,435 | 986 | 0.02% | 0.01% | 16 | +5,992 | 21.07% | Q2 2026 | Aug 14, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 31,277 | 896 | 0.22% | 0.23% | 17 | -211 | -0.67% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,417 | 874 | 0.0% | 0.0% | 18 | +788 | 2.66% | Q2 2026 | Jul 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 26,670 | 764 | 0.13% | 0.13% | 19 | +1,008 | 3.93% | Q2 2026 | Jul 21, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 26,636 | 763 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maia Wealth LLC | History | Reduced | 21,475 | 615 | 0.09% | 0.1% | 21 | -168 | -0.78% | Q2 2026 | Jul 28, 2026 |
| Anfield Capital Management, LLC | History | No change | 22,190 | 606 | 0.17% | 0.17% | 22 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 20,368 | 583 | 0.03% | 0.03% | 23 | +192 | 0.95% | Q2 2026 | Jul 09, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 20,361 | 583 | 0.1% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Claro Advisors Inc. | History | Reduced | 19,971 | 572 | 0.06% | 0.07% | 25 | -190 | -0.94% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | Reduced | 18,685 | 535 | 0.01% | 0.01% | 26 | -1,771 | -8.66% | Q2 2026 | Jul 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 17,269 | 494 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,136 | 491 | 0.0% | 0.0% | 28 | +7,237 | 73.11% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,787 | 452 | 0.0% | 0.0% | 29 | -16,050 | -50.41% | Q2 2026 | Sep 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,237 | 436 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,028 | 430 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 14,805 | 424 | 0.28% | 0.3% | 32 | -250 | -1.66% | Q2 2026 | Jul 28, 2026 |
| Diligent Investors, LLC | History | No change | 13,946 | 399 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 13,908 | 398 | 0.18% | 0.23% | 34 | -1,735 | -11.09% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 13,626 | 389 | 0.02% | 0.03% | 35 | -4,347 | -24.19% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 12,877 | 369 | 0.0% | — | 37 | +12,877 | New | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,893 | 369 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 11,496 | 329 | 0.22% | 0.25% | 38 | -261 | -2.22% | Q2 2026 | Jul 21, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 11,074 | 317 | 0.0% | 0.0% | 39 | -1,000 | -8.28% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Reduced | 10,988 | 314 | 0.01% | 0.01% | 40 | -1,000 | -8.34% | Q2 2026 | Jul 15, 2026 |
| Grantvest Financial Group LLC | History | Added to | 10,917 | 312 | 0.18% | 0.16% | 41 | +1,950 | 21.75% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 10,824 | 310 | 0.03% | — | 42 | +10,824 | New | Q2 2026 | Jul 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10,212 | 292 | 0.08% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,536 | 273 | 0.0% | — | 44 | +9,536 | New | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Added to | 9,480 | 271 | 0.04% | 0.04% | 46 | +725 | 8.28% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,484 | 271 | 0.0% | 0.0% | 45 | -329 | -3.35% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,235 | 265 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,011 | 258 | 0.0% | 0.0% | 48 | -1,754 | -16.29% | Q2 2026 | Jul 20, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 8,500 | 243 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balboa Wealth Partners | History | No change | 7,438 | 213 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFI Wealth Solutions, LLC | History | New | 7,000 | 200 | 0.15% | — | 51 | +7,000 | New | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,552 | 187 | 0.0% | 0.0% | 52 | -1,395 | -17.55% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,501 | 177 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,203 | 149 | 0.0% | 0.0% | 54 | -1,963 | -27.39% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 114 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 3,831 | 109 | 0.05% | 0.07% | 56 | -998 | -20.67% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,300 | 94 | 0.0% | 0.0% | 57 | -428 | -11.48% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 3,096 | 89 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,025 | 86 | 0.01% | — | 59 | +3,025 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,298 | 65 | 0.0% | 0.0% | 60 | -39 | -1.67% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,220 | 34 | 0.0% | — | 61 | +1,220 | New | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,000 | 28 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | New | 476 | 13 | 0.01% | — | 63 | +476 | New | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 400 | 11 | 0.0% | — | 65 | +400 | New | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 400 | 11 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | New | 206 | 5 | 0.0% | — | 66 | +206 | New | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -110,644 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.4% | — | -18,973 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,875 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,718 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |