FIRST TRUST EXCHANGE-TRADED FUND VIII - YSEP
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 | 5,268 | 201,304 | 3.18% | 3.77% | 1 | -194 | -3.55% | Q1 2026 | May 13, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 342,177 | 8,954 | 5.6% | 6.22% | 2 | -41,103 | -10.72% | Q1 2026 | Apr 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 217,773 | 5,749 | 0.1% | 0.07% | 3 | +75,765 | 53.35% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 213,885 | 5,597 | 0.01% | 0.01% | 4 | -1,688 | -0.78% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 198,016 | 5,182 | 0.01% | 0.01% | 5 | -21,956 | -9.98% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 137,377 | 3,595 | 0.0% | 0.0% | 6 | -129,521 | -48.53% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 113,739 | 2,976 | 0.0% | 0.0% | 7 | +672 | 0.59% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 90,227 | 2,361 | 0.45% | 0.77% | 8 | -86,204 | -48.86% | Q1 2026 | May 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 86,272 | 2,257 | 0.0% | 0.0% | 9 | -18,439 | -17.61% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 74,641 | 1,953 | 0.0% | 0.0% | 10 | -3,921 | -4.99% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 69,917 | 1,830 | 0.0% | 0.0% | 11 | +8,096 | 13.1% | Q1 2026 | Apr 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 65,025 | 1,708 | 0.05% | 0.05% | 12 | -12,436 | -16.05% | Q1 2026 | Apr 08, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 56,587 | 1,480 | 1.1% | 1.05% | 13 | +997 | 1.79% | Q1 2026 | Apr 22, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 54,281 | 1,420 | 0.11% | 0.28% | 14 | -78,336 | -59.07% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 46,085 | 1,206 | 0.0% | 0.0% | 15 | +6,967 | 17.81% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 38,110 | 997 | 0.07% | 0.06% | 16 | +3,642 | 10.57% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,460 | 875 | 0.0% | 0.0% | 17 | +12,494 | 59.59% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 32,689 | 855 | 0.01% | 0.02% | 18 | +4,730 | 16.92% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,417 | 848 | 0.0% | 0.0% | 19 | +1,364 | 4.39% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Reduced | 32,237 | 843 | 0.42% | 0.47% | 20 | -3,548 | -9.91% | Q1 2026 | Apr 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,724 | 804 | 0.01% | 0.01% | 21 | +12,306 | 66.82% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 29,428 | 770 | 0.0% | 0.0% | 22 | -1,128 | -3.69% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 28,921 | 756 | 0.12% | 0.12% | 23 | -1,033 | -3.45% | Q1 2026 | Apr 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 24,656 | 645 | 0.44% | 0.43% | 24 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 23,641 | 618 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | No change | 23,234 | 608 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 22,606 | 591 | 0.04% | — | 27 | +22,606 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 22,028 | 576 | 0.02% | 0.02% | 28 | -255 | -1.14% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,744 | 517 | 0.0% | 0.0% | 29 | +380 | 1.96% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 18,029 | 471 | 0.01% | 0.01% | 30 | -81 | -0.45% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 16,660 | 436 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,166 | 423 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Five Pine Wealth Management | History | Reduced | 15,044 | 393 | 0.24% | 0.26% | 33 | -510 | -3.28% | Q1 2026 | Apr 16, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,136 | 373 | 0.02% | 0.02% | 34 | +443 | 3.24% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 13,741 | 359 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 12,679 | 331 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Diligent Investors, LLC | History | No change | 12,350 | 323 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 12,339 | 322 | 0.25% | 0.28% | 39 | -1,648 | -11.78% | Q1 2026 | May 19, 2026 |
| 1776 Wealth LLC | History | No change | 12,339 | 322 | 0.13% | 0.12% | 38 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 75,789 | 282 | 0.0% | 0.0% | 40 | +59,931 | 377.92% | Q1 2026 | Apr 08, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 10,040 | 262 | 0.17% | 0.17% | 41 | -228 | -2.22% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 9,466 | 247 | 0.0% | — | 42 | +9,466 | New | Q1 2026 | May 14, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 8,955 | 234 | 0.22% | 0.2% | 43 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,877 | 206 | 0.0% | — | 44 | +7,877 | New | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 7,710 | 201 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,700 | 149 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,503 | 144 | 0.01% | 0.02% | 47 | -4,817 | -46.68% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5,249 | 137 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MORGAN STANLEY | History | No change | 5,000 | 130 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | No change | 3,533 | 92 | 0.13% | 0.1% | 50 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 3,183 | 83 | 0.02% | 3.68% | 51 | -511,840 | -99.38% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | No change | 2,912 | 76 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 2,885 | 75 | 0.04% | 0.05% | 53 | -657 | -18.55% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,380 | 62 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 2,193 | 57 | 0.03% | 0.04% | 55 | -32 | -1.44% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,677 | 43 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,565 | 40 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,340 | 35 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 910 | 23 | 0.0% | 0.0% | 59 | -112 | -10.96% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 791 | 20 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | No change | 634 | 17 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 520 | 13 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | New | 342 | 8 | 0.0% | — | 63 | +342 | New | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 185 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 113 | 3 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -52,308 | -100.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -8,477 | -100.0% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,261 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,712 | -100.0% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,216 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -56 | -91.8% | Q1 2026 | May 15, 2026 |