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 | Reduced | 372,075 | 10,801 | 0.01% | 0.01% | 1 | -6,302 | -1.67% | Q3 2026 | Nov 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 362,437 | 10,386 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 285,426 | 8,286 | 0.22% | 0.25% | 3 | -23,460 | -7.6% | Q3 2026 | Oct 22, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 251,687 | 7,306 | 2.11% | 2.01% | 4 | -822 | -0.33% | Q3 2026 | Oct 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 189,723 | 5,436 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 162,931 | 4,650 | 0.97% | 0.88% | 6 | +869 | 0.54% | Q3 2026 | Oct 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 153,873 | 4,409 | 1.09% | 1.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 114,004 | 3,266 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 98,212 | 2,851 | 0.01% | — | 9 | +98,212 | New | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 57,143 | 1,637 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | No change | 54,859 | 1,572 | 0.18% | 0.18% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 47,184 | 1,352 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 44,200 | 1,267 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 41,581 | 1,191 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 40,201 | 1,167 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 35,359 | 1,026 | 0.0% | 0.0% | 16 | -2,454 | -6.49% | Q3 2026 | Nov 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 34,435 | 986 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | Added to | 31,825 | 923 | 0.13% | 0.09% | 18 | +10,350 | 48.2% | Q3 2026 | Oct 19, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 30,809 | 894 | 0.23% | 0.22% | 19 | -468 | -1.5% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 30,417 | 877 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 26,670 | 764 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 26,636 | 763 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 20,361 | 591 | 0.09% | 0.1% | 23 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 20,283 | 587 | 0.03% | 0.03% | 24 | -85 | -0.42% | Q3 2026 | Oct 13, 2026 |
| Claro Advisors Inc. | History | No change | 19,971 | 579 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Brookstone Capital Management | History | Reduced | 18,385 | 533 | 0.01% | 0.01% | 26 | -300 | -1.61% | Q3 2026 | Oct 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 17,269 | 501 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 17,136 | 491 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,787 | 452 | 0.0% | 0.0% | 29 | 0 | 0.0% | 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 | No change | 14,805 | 429 | 0.29% | 0.28% | 32 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Diligent Investors, LLC | History | No change | 13,946 | 404 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Signature Equity Partners, LLC | History | No change | 13,908 | 403 | 0.14% | 0.18% | 34 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,626 | 389 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,877 | 369 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 12,177 | 353 | 0.03% | 0.03% | 37 | +1,353 | 12.5% | Q3 2026 | Oct 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,524 | 334 | 0.0% | 0.0% | 38 | -1,369 | -10.62% | Q3 2026 | Oct 30, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,074 | 317 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grantvest Financial Group LLC | History | No change | 10,917 | 316 | 0.18% | 0.18% | 40 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Spire Wealth Management | History | Reduced | 10,534 | 305 | 0.01% | 0.01% | 41 | -454 | -4.13% | Q3 2026 | Oct 30, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 10,435 | 302 | 0.2% | 0.22% | 42 | -1,061 | -9.23% | Q3 2026 | Oct 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,801 | 284 | 0.08% | 0.08% | 43 | -411 | -4.02% | Q3 2026 | Oct 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,536 | 273 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,484 | 271 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,235 | 265 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,863 | 257 | 0.0% | 0.0% | 47 | -148 | -1.64% | Q3 2026 | Oct 26, 2026 |
| Ignite Planners, LLC | History | Reduced | 8,729 | 253 | 0.03% | 0.04% | 48 | -751 | -7.92% | Q3 2026 | Oct 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 7,500 | 217 | 0.03% | 0.03% | 49 | -1,000 | -11.76% | Q3 2026 | Oct 14, 2026 |
| Balboa Wealth Partners | History | No change | 7,438 | 215 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 7,000 | 203 | 0.14% | 0.15% | 51 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,482 | 188 | 0.0% | 0.0% | 52 | -70 | -1.07% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,203 | 149 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 116 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,831 | 109 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,300 | 94 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 3,096 | 89 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,025 | 86 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,626 | 76 | 0.0% | 0.0% | 59 | +328 | 14.27% | Q3 2026 | Nov 04, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,220 | 35 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,000 | 28 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 400 | 11 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 400 | 11 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MORGAN STANLEY | History | No change | 206 | 5 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -476 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q3 2026 | Oct 30, 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 |