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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sterling Manor Financial, LLC | History | No change | 342,177 | 8,954 | 5.6% | 5.6% | 1 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LM Advisors LLC | History | Added to | 199,617 | 5,497 | 0.63% | 3.18% | 2 | +194,349 | 3689.24% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 181,580 | 5,000 | 0.01% | 0.01% | 3 | -16,436 | -8.3% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 175,315 | 4,828 | 0.01% | 0.01% | 4 | -38,570 | -18.03% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 133,285 | 3,670 | 0.0% | 0.0% | 5 | -4,092 | -2.98% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 113,459 | 3,124 | 0.0% | 0.0% | 6 | -280 | -0.25% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 89,438 | 2,463 | 0.41% | 0.45% | 7 | -789 | -0.87% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 77,715 | 2,140 | 0.0% | 0.0% | 8 | -8,557 | -9.92% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 72,134 | 1,986 | 0.0% | 0.0% | 9 | -2,507 | -3.36% | Q2 2026 | Aug 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 63,081 | 1,742 | 0.04% | 0.05% | 10 | -1,944 | -2.99% | Q2 2026 | Jul 15, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 57,562 | 1,585 | 1.01% | 1.1% | 11 | +975 | 1.72% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 52,764 | 1,453 | 0.02% | 0.1% | 12 | -165,009 | -75.77% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,591 | 1,117 | 0.0% | 0.0% | 13 | +32,714 | 415.31% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 40,015 | 1,102 | 0.0% | 0.0% | 14 | -6,070 | -13.17% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 38,055 | 1,048 | 0.06% | 0.07% | 15 | -55 | -0.14% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 29,474 | 811 | 0.01% | 0.01% | 16 | -1,250 | -4.07% | Q2 2026 | Aug 12, 2026 |
| Ignite Planners, LLC | History | Reduced | 28,744 | 791 | 0.11% | 0.12% | 17 | -177 | -0.61% | Q2 2026 | Jul 23, 2026 |
| Noble Wealth Management PBC | History | Reduced | 27,275 | 751 | 0.34% | 0.42% | 18 | -4,962 | -15.39% | Q2 2026 | Jul 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 25,949 | 714 | 0.0% | 0.0% | 19 | -3,479 | -11.82% | Q2 2026 | Aug 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 24,656 | 679 | 0.39% | 0.44% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 24,348 | 670 | 0.07% | — | 21 | +24,348 | New | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 23,539 | 666 | 0.03% | 0.04% | 22 | +933 | 4.13% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 23,234 | 639 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 22,691 | 624 | 0.0% | 0.0% | 24 | -10,769 | -32.18% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 23,641 | 618 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 21,683 | 597 | 0.02% | 0.02% | 26 | -345 | -1.57% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 20,194 | 556 | 0.0% | 0.0% | 27 | +450 | 2.28% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 17,724 | 488 | 0.01% | 0.01% | 28 | -305 | -1.69% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 16,053 | 442 | 0.01% | 0.01% | 29 | -113 | -0.7% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 15,878 | 437 | 0.0% | 0.0% | 30 | -782 | -4.69% | Q2 2026 | Jul 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,417 | 396 | 0.02% | 0.02% | 31 | +281 | 1.99% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,338 | 394 | 0.0% | — | 32 | +14,338 | New | Q2 2026 | Aug 14, 2026 |
| Five Pine Wealth Management | History | Reduced | 14,167 | 390 | 0.22% | 0.24% | 33 | -877 | -5.83% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 13,741 | 378 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 12,679 | 349 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diligent Investors, LLC | History | No change | 12,350 | 340 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 1776 Wealth LLC | History | No change | 12,339 | 339 | 0.12% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 12,062 | 332 | 0.23% | 0.25% | 38 | -277 | -2.24% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 73,845 | 302 | 0.0% | 0.0% | 39 | -1,944 | -2.57% | Q2 2026 | Jul 15, 2026 |
| Grantvest Financial Group LLC | History | No change | 10,040 | 276 | 0.16% | 0.17% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 8,955 | 246 | 0.2% | 0.22% | 41 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 7,710 | 201 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,685 | 156 | 0.0% | 0.0% | 44 | +5,500 | 2972.97% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,700 | 156 | 0.01% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5,249 | 144 | 0.04% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,986 | 137 | 0.01% | 0.01% | 46 | -517 | -9.39% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | No change | 5,000 | 137 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,780 | 131 | 0.0% | — | 48 | +4,780 | New | Q2 2026 | Aug 11, 2026 |
| Benson Wealth Management INC | History | No change | 3,533 | 97 | 0.1% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 3,183 | 87 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 2,912 | 80 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 2,481 | 68 | 0.03% | 0.04% | 52 | -404 | -14.0% | Q2 2026 | Jul 31, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 1,940 | 53 | 0.04% | 0.03% | 53 | -253 | -11.54% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,705 | 46 | 0.0% | 0.0% | 54 | -675 | -28.36% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,677 | 46 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,565 | 43 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 910 | 25 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 791 | 21 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | No change | 634 | 17 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 520 | 13 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Buck Wealth Strategies, LLC | History | New | 400 | 11 | 0.0% | — | 61 | +400 | New | Q2 2026 | Jul 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 342 | 9 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strive Financial Group ,LLC | History | No change | 113 | 3 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -69,917 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -54,281 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,689 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,417 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,466 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,340 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |