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 | 1,586 | 58,682 | 1.05% | 0.22% | 1 | -57,096 | -97.3% | Q4 2025 | Feb 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 465,381 | 12,573 | 3.46% | 3.87% | 2 | -49,476 | -9.61% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 355,527 | 9,605 | 0.2% | 0.23% | 3 | -20,366 | -5.42% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 252,193 | 6,813 | 0.01% | 0.01% | 4 | -3,799 | -1.48% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 177,947 | 4,807 | 0.0% | 0.0% | 5 | -141,213 | -44.25% | Q4 2025 | Feb 18, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 154,010 | 4,092 | 0.88% | 0.93% | 6 | -10,747 | -6.52% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 120,030 | 3,243 | 0.01% | 0.01% | 7 | -5,759 | -4.58% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 116,584 | 3,149 | 0.0% | 0.01% | 8 | -123,722 | -51.49% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 101,522 | 2,742 | 0.0% | 0.0% | 9 | -4,839 | -4.55% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 51,193 | 1,383 | 0.23% | 0.24% | 10 | -1,544 | -2.93% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 50,728 | 1,370 | 0.02% | 0.02% | 11 | +1,003 | 2.02% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 50,063 | 1,352 | 0.0% | 0.0% | 12 | +3,068 | 6.53% | Q4 2025 | Feb 11, 2026 |
| Visionary Wealth Advisors | History | Reduced | 44,765 | 1,209 | 0.05% | 0.06% | 13 | -380 | -0.84% | Q4 2025 | Feb 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 32,442 | 876 | 0.22% | 0.23% | 14 | -979 | -2.93% | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,136 | 706 | 0.0% | 0.0% | 15 | +8,955 | 52.12% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 23,611 | 637 | 0.05% | 0.04% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 22,341 | 604 | 0.04% | 0.03% | 17 | +7,218 | 47.73% | Q4 2025 | Jan 15, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 22,375 | 604 | 0.19% | 0.18% | 18 | -500 | -2.19% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Reduced | 20,956 | 566 | 0.01% | 0.01% | 19 | -1,200 | -5.42% | Q4 2025 | Jan 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 20,632 | 557 | 0.08% | 0.08% | 20 | -1,010 | -4.67% | Q4 2025 | Feb 17, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 20,361 | 550 | 0.12% | — | 21 | +20,361 | New | Q4 2025 | Feb 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 19,784 | 534 | 0.01% | 0.01% | 22 | -4,119 | -17.23% | Q4 2025 | Feb 17, 2026 |
| Clear Point Advisors Inc. | History | No change | 19,410 | 524 | 0.41% | 0.4% | 23 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 17,269 | 466 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 15,913 | 433 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,637 | 422 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Westwood Wealth Management | History | New | 15,055 | 406 | 0.31% | — | 28 | +15,055 | New | Q4 2025 | Jan 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,028 | 406 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 15,055 | 406 | 0.31% | 0.31% | 29 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 13,905 | 375 | 0.09% | 0.09% | 30 | -59 | -0.42% | Q4 2025 | Jan 23, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 13,333 | 373 | 0.28% | 0.32% | 31 | -1,838 | -12.12% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 13,465 | 363 | 0.0% | 0.0% | 32 | +40 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 13,210 | 356 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,074 | 353 | 0.0% | — | 34 | +13,074 | New | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,893 | 348 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | No change | 11,988 | 323 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10,357 | 279 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,233 | 276 | 0.01% | 0.01% | 38 | +329 | 3.32% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,837 | 265 | 0.0% | 0.0% | 39 | -19,786 | -66.79% | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 8,924 | 241 | 0.15% | 0.19% | 41 | -1,434 | -13.84% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 8,906 | 241 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 8,864 | 239 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 8,500 | 229 | 0.03% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ignite Planners, LLC | History | No change | 8,355 | 229 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | New | 8,430 | 227 | 0.0% | — | 45 | +8,430 | New | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Reduced | 8,382 | 226 | 0.06% | 0.07% | 46 | -1,225 | -12.75% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 7,947 | 214 | 0.0% | 0.0% | 47 | +740 | 10.27% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,166 | 193 | 0.0% | 0.0% | 48 | -10 | -0.14% | Q4 2025 | Mar 16, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 5,049 | 136 | 0.07% | 0.1% | 49 | -2,978 | -37.1% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 108 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,682 | 99 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Capital Analysts, LLC | History | No change | 3,096 | 84 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,697 | 72 | 0.0% | 0.0% | 53 | -1,938 | -41.81% | Q4 2025 | Feb 09, 2026 |
| Camelot Portfolios, LLC | History | New | 2,610 | 70 | 0.04% | — | 54 | +2,610 | New | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,985 | 53 | 0.0% | 0.01% | 55 | -1,312 | -39.79% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,000 | 27 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 108 | 2 | 0.0% | — | 57 | +108 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 54 | 1 | 0.0% | — | 58 | +54 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,131 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -17,505 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -14,200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -9,157 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,218 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -5,368 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,200 | -100.0% | Q3 2025 | Jan 05, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -507 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AE Wealth Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |