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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | Reduced | 1,575 | 57,620 | 0.91% | 1.05% | 1 | -11 | -0.69% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | New | 298,593 | 8,167 | 0.33% | — | 2 | +298,593 | New | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 267,092 | 7,305 | 0.01% | 0.01% | 3 | +14,899 | 5.91% | Q1 2026 | Apr 27, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | New | 250,672 | 6,856 | 2.18% | — | 4 | +250,672 | New | Q1 2026 | Apr 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 210,816 | 5,766 | 0.0% | 0.0% | 5 | +32,869 | 18.47% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 159,621 | 4,295 | 0.88% | 0.88% | 6 | +5,611 | 3.64% | Q1 2026 | May 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 154,267 | 4,219 | 1.16% | 3.46% | 7 | -311,114 | -66.85% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 110,644 | 3,026 | 0.01% | 0.01% | 8 | -9,386 | -7.82% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 109,213 | 2,987 | 0.0% | 0.0% | 9 | +7,691 | 7.58% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 99,126 | 2,711 | 0.0% | 0.0% | 10 | -17,458 | -14.97% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 48,509 | 1,326 | 0.0% | 0.0% | 11 | -1,554 | -3.1% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,432 | 1,133 | 0.0% | 0.0% | 12 | +15,296 | 58.52% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 40,800 | 1,115 | 0.05% | 0.05% | 13 | -3,965 | -8.86% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 31,837 | 870 | 0.0% | — | 14 | +31,837 | New | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 31,488 | 861 | 0.23% | 0.22% | 15 | -954 | -2.94% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,629 | 815 | 0.0% | 0.0% | 16 | +13,716 | 86.19% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 28,443 | 777 | 0.01% | 0.01% | 17 | +8,659 | 43.77% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 25,662 | 701 | 0.13% | 0.23% | 18 | -25,531 | -49.87% | Q1 2026 | May 20, 2026 |
| Janney Montgomery Scott LLC | History | New | 25,000 | 684 | 0.0% | — | 19 | +25,000 | New | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 23,521 | 643 | 0.05% | 0.04% | 20 | +1,180 | 5.28% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 23,611 | 637 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 22,190 | 606 | 0.17% | 0.19% | 22 | -185 | -0.83% | Q1 2026 | May 12, 2026 |
| Maia Wealth LLC | History | New | 21,643 | 591 | 0.1% | — | 23 | +21,643 | New | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Reduced | 20,456 | 559 | 0.01% | 0.01% | 24 | -500 | -2.39% | Q1 2026 | Apr 16, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 20,176 | 557 | 0.03% | 0.02% | 25 | +6,966 | 52.73% | Q1 2026 | Apr 07, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 20,361 | 556 | 0.11% | 0.12% | 26 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Reduced | 20,161 | 551 | 0.07% | 0.08% | 27 | -471 | -2.28% | Q1 2026 | Apr 21, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 18,973 | 518 | 0.4% | 0.41% | 28 | -437 | -2.25% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | New | 17,973 | 494 | 0.03% | — | 29 | +17,973 | New | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 17,269 | 472 | 0.01% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | New | 15,643 | 427 | 0.23% | — | 31 | +15,643 | New | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 15,237 | 416 | 0.0% | 0.0% | 32 | -400 | -2.56% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,028 | 411 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 15,055 | 411 | 0.3% | 0.31% | 34 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Diligent Investors, LLC | History | Added to | 13,946 | 381 | 0.09% | 0.09% | 35 | +41 | 0.29% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,893 | 352 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 12,074 | 330 | 0.0% | 0.0% | 37 | -1,000 | -7.65% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | No change | 11,988 | 327 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 11,757 | 321 | 0.25% | 0.28% | 39 | -1,576 | -11.82% | Q1 2026 | May 19, 2026 |
| Mariner, LLC | History | Reduced | 10,875 | 297 | 0.0% | 0.0% | 40 | -2,590 | -19.24% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,765 | 294 | 0.0% | 0.0% | 41 | +1,859 | 20.87% | Q1 2026 | Apr 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 10,212 | 279 | 0.09% | 0.09% | 42 | -145 | -1.4% | Q1 2026 | Apr 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,899 | 270 | 0.0% | — | 43 | +9,899 | New | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,813 | 268 | 0.0% | 0.01% | 44 | -420 | -4.1% | Q1 2026 | May 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 9,235 | 253 | 0.01% | — | 45 | +9,235 | New | Q1 2026 | May 18, 2026 |
| Grantvest Financial Group LLC | History | Added to | 8,967 | 245 | 0.16% | 0.15% | 46 | +43 | 0.48% | Q1 2026 | May 11, 2026 |
| Ignite Planners, LLC | History | Added to | 8,755 | 239 | 0.04% | 0.04% | 47 | +400 | 4.79% | Q1 2026 | Apr 17, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 8,500 | 232 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 7,947 | 217 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Balboa Wealth Partners | History | New | 7,438 | 203 | 0.03% | — | 50 | +7,438 | New | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,166 | 196 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,501 | 177 | 0.01% | 0.01% | 52 | +2,819 | 76.56% | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 4,829 | 132 | 0.07% | 0.07% | 53 | -220 | -4.36% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 110 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,728 | 101 | 0.0% | 0.0% | 55 | +1,031 | 38.23% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | No change | 3,096 | 85 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,337 | 63 | 0.0% | 0.0% | 57 | +352 | 17.73% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,718 | 46 | 0.0% | — | 58 | +1,718 | New | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,000 | 27 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 400 | 10 | 0.0% | — | 60 | +400 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 320 | 8 | 0.0% | 0.02% | 61 | -50,408 | -99.37% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | New | 105 | 2 | 0.0% | — | 62 | +105 | New | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -355,527 | -100.0% | Q1 2026 | May 14, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.31% | — | -15,055 | -100.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,837 | -100.0% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -8,864 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,430 | -100.0% | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,382 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,610 | -100.0% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -98 | -90.74% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -49 | -90.74% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |