FIRST TRUST EXCHANGE-TRADED FUND VIII - YSEP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 5,462 | 209,941 | 3.77% | 0.77% | 1 | -204,479 | -97.4% | Q4 2025 | Feb 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 515,023 | 13,398 | 3.68% | 3.79% | 2 | -5,388 | -1.04% | Q4 2025 | Jan 23, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 383,280 | 9,970 | 6.22% | 6.12% | 3 | +2,745 | 0.72% | Q4 2025 | Jan 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 266,898 | 6,943 | 0.0% | 0.0% | 4 | +26,222 | 10.9% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 219,972 | 5,722 | 0.01% | 0.01% | 5 | +31,362 | 16.63% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 215,573 | 5,608 | 0.01% | 0.01% | 6 | +32,211 | 17.57% | Q4 2025 | Jan 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 176,431 | 4,589 | 0.77% | 0.82% | 7 | -10,348 | -5.54% | Q4 2025 | Jan 20, 2026 |
| Modern Wealth Management, LLC | History | New | 142,008 | 3,694 | 0.07% | — | 8 | +142,008 | New | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 132,617 | 3,450 | 0.28% | 0.29% | 9 | +2,136 | 1.64% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 113,067 | 2,941 | 0.0% | 0.0% | 10 | +15,482 | 15.87% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 104,711 | 2,723 | 0.0% | 0.0% | 11 | -25,814 | -19.78% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 78,562 | 2,043 | 0.0% | 0.0% | 12 | -4,065 | -4.92% | Q4 2025 | Feb 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 77,461 | 2,037 | 0.05% | 0.05% | 13 | -4,025 | -4.94% | Q4 2025 | Jan 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 61,821 | 1,608 | 0.0% | 0.0% | 14 | +18,287 | 42.01% | Q4 2025 | Feb 05, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 55,590 | 1,446 | 1.05% | 1.04% | 15 | +1,058 | 1.94% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 52,308 | 1,360 | 0.02% | 0.02% | 16 | +1,042 | 2.03% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 39,118 | 1,017 | 0.0% | 0.0% | 17 | +2,982 | 8.25% | Q4 2025 | Feb 10, 2026 |
| Noble Wealth Management PBC | History | Reduced | 35,785 | 930 | 0.47% | 0.51% | 18 | -2,053 | -5.43% | Q4 2025 | Jan 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 34,468 | 898 | 0.06% | 0.05% | 19 | +5,741 | 19.98% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 31,053 | 807 | 0.0% | — | 20 | +31,053 | New | Q4 2025 | Mar 25, 2026 |
| Ignite Planners, LLC | History | Added to | 29,954 | 798 | 0.12% | 0.11% | 21 | +3,454 | 13.03% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 30,556 | 794 | 0.0% | 0.0% | 22 | +17,802 | 139.58% | Q4 2025 | Mar 16, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 27,959 | 727 | 0.02% | — | 23 | +27,959 | New | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 24,656 | 657 | 0.43% | 0.39% | 24 | +3,643 | 17.34% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 23,641 | 615 | 0.04% | 0.04% | 25 | +3,611 | 18.03% | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth LLC | History | No change | 23,234 | 604 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 22,283 | 579 | 0.02% | 0.02% | 27 | +23 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,966 | 545 | 0.0% | 0.0% | 28 | +7,023 | 50.37% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,364 | 504 | 0.0% | 0.0% | 29 | +6,991 | 56.5% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,418 | 479 | 0.01% | 0.0% | 30 | +12,020 | 187.87% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 18,110 | 471 | 0.01% | 0.01% | 31 | -878 | -4.62% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 16,660 | 433 | 0.0% | 0.0% | 32 | +5,779 | 53.11% | Q4 2025 | Jan 05, 2026 |
| Arkadios Wealth Advisors | History | New | 16,166 | 420 | 0.01% | — | 33 | +16,166 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,858 | 419 | 0.0% | 0.0% | 34 | +5,508 | 53.22% | Q4 2025 | Jan 08, 2026 |
| Five Pine Wealth Management | History | No change | 15,554 | 404 | 0.26% | 0.27% | 35 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 13,987 | 377 | 0.28% | 0.32% | 36 | -1,994 | -12.48% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | New | 13,741 | 357 | 0.01% | — | 37 | +13,741 | New | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | New | 13,693 | 356 | 0.02% | — | 38 | +13,693 | New | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 12,679 | 329 | 0.01% | — | 39 | +12,679 | New | Q4 2025 | Feb 02, 2026 |
| Diligent Investors, LLC | History | Added to | 12,350 | 321 | 0.08% | 0.08% | 40 | +400 | 3.35% | Q4 2025 | Jan 23, 2026 |
| 1776 Wealth LLC | History | No change | 12,339 | 320 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,320 | 268 | 0.02% | 0.0% | 42 | +8,536 | 478.48% | Q4 2025 | Feb 06, 2026 |
| Grantvest Financial Group LLC | History | New | 10,268 | 267 | 0.17% | — | 43 | +10,268 | New | Q4 2025 | Feb 02, 2026 |
| LEGACY SOLUTIONS, LLC | History | New | 8,955 | 232 | 0.2% | — | 44 | +8,955 | New | Q4 2025 | Jan 14, 2026 |
| Sigma Planning Corp | History | Reduced | 8,477 | 220 | 0.01% | 0.01% | 45 | -8,513 | -50.11% | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,261 | 214 | 0.0% | 0.0% | 46 | -289 | -3.38% | Q4 2025 | Jan 26, 2026 |
| Anfield Capital Management, LLC | History | Added to | 7,710 | 200 | 0.06% | 0.01% | 47 | +5,915 | 329.53% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,700 | 148 | 0.02% | — | 48 | +5,700 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 5,249 | 136 | 0.05% | 0.05% | 49 | -130 | -2.42% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | No change | 5,000 | 130 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 3,542 | 92 | 0.05% | 0.03% | 51 | +780 | 28.24% | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | New | 3,533 | 91 | 0.1% | — | 52 | +3,533 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | No change | 2,912 | 75 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Camelot Portfolios, LLC | History | New | 2,712 | 70 | 0.04% | — | 54 | +2,712 | New | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 2,380 | 61 | 0.0% | 0.0% | 55 | +325 | 15.82% | Q4 2025 | Feb 06, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 2,225 | 57 | 0.04% | 0.04% | 56 | -186 | -7.71% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,677 | 43 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 1,565 | 40 | 0.02% | — | 58 | +1,565 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 1,340 | 35 | 0.0% | — | 59 | +1,340 | New | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | No change | 1,216 | 31 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,022 | 26 | 0.0% | — | 61 | +1,022 | New | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 791 | 20 | 0.0% | — | 62 | +791 | New | Q4 2025 | Feb 02, 2026 |
| Capital Analysts, LLC | History | No change | 634 | 16 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | No change | 520 | 14 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | New | 292 | 7 | 0.0% | — | 65 | +292 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 260 | 6 | 0.0% | 0.0% | 66 | -315 | -54.78% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 185 | 4 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strive Financial Group ,LLC | History | New | 113 | 2 | 0.0% | — | 68 | +113 | New | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | New | 61 | 1 | 0.0% | — | 69 | +61 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,558 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,153 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q3 2025 | Nov 06, 2025 |