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 | No change | 199,617 | 5,497 | 0.63% | 0.63% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 175,523 | 4,972 | 0.01% | 0.01% | 2 | +208 | 0.12% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 160,370 | 4,543 | 0.01% | 0.01% | 3 | -21,210 | -11.68% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 133,285 | 3,670 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 113,459 | 3,124 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 89,438 | 2,463 | 0.41% | 0.41% | 6 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 77,715 | 2,140 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 72,134 | 1,986 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 60,538 | 1,715 | 1.03% | 1.01% | 9 | +2,976 | 5.17% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 60,454 | 1,713 | 0.0% | — | 10 | +60,454 | New | Q3 2026 | Nov 02, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 59,769 | 1,680 | 0.04% | 0.04% | 11 | -3,312 | -5.25% | Q3 2026 | Oct 09, 2026 |
| Modern Wealth Management, LLC | History | No change | 52,764 | 1,453 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,591 | 1,117 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,904 | 1,102 | 0.0% | 0.0% | 15 | +16,213 | 71.45% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 40,015 | 1,102 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 38,055 | 1,048 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 29,474 | 811 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ignite Planners, LLC | History | Reduced | 27,208 | 770 | 0.1% | 0.11% | 18 | -1,536 | -5.34% | Q3 2026 | Oct 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 25,949 | 714 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 24,030 | 680 | 0.3% | 0.34% | 20 | -3,245 | -11.9% | Q3 2026 | Oct 01, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 24,656 | 679 | 0.39% | 0.39% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 24,348 | 670 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 23,539 | 666 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 23,234 | 639 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 21,079 | 597 | 0.0% | 0.0% | 26 | +5,201 | 32.76% | Q3 2026 | Oct 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 21,683 | 597 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 20,194 | 556 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,053 | 442 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 14,417 | 396 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Five Pine Wealth Management | History | Reduced | 13,917 | 394 | 0.22% | 0.22% | 31 | -250 | -1.76% | Q3 2026 | Oct 19, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,338 | 394 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Added to | 13,750 | 389 | 0.09% | 0.08% | 32 | +1,400 | 11.34% | Q3 2026 | Oct 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 13,741 | 389 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 12,679 | 359 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 71,828 | 339 | 0.0% | 0.0% | 35 | -2,017 | -2.73% | Q3 2026 | Oct 13, 2026 |
| 1776 Wealth LLC | History | No change | 12,339 | 339 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 10,977 | 310 | 0.2% | 0.23% | 37 | -1,085 | -9.0% | Q3 2026 | Oct 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 9,510 | 269 | 0.15% | 0.16% | 38 | -530 | -5.28% | Q3 2026 | Oct 21, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 8,955 | 253 | 0.19% | 0.2% | 39 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BFI Wealth Solutions, LLC | History | New | 7,452 | 211 | 0.14% | — | 40 | +7,452 | New | Q3 2026 | Oct 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,700 | 161 | 0.02% | 0.01% | 41 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,685 | 161 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,924 | 139 | 0.04% | 0.04% | 43 | -325 | -6.19% | Q3 2026 | Oct 23, 2026 |
| MORGAN STANLEY | History | No change | 5,000 | 137 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,832 | 136 | 0.01% | 0.01% | 45 | -154 | -3.09% | Q3 2026 | Nov 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,780 | 131 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Benson Wealth Management INC | History | No change | 3,533 | 97 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 3,183 | 87 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 2,912 | 80 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrity Financial Corp /WA | History | No change | 2,481 | 68 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 2,032 | 57 | 0.04% | 0.04% | 51 | +92 | 4.74% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Added to | 1,855 | 52 | 0.0% | 0.0% | 52 | +150 | 8.8% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,677 | 46 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,565 | 44 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 900 | 25 | 0.0% | 0.0% | 55 | -10 | -1.1% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 791 | 22 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Capital Analysts, LLC | History | No change | 634 | 17 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 400 | 11 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Strive Financial Group ,LLC | History | No change | 113 | 3 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -17,724 | -100.0% | Q3 2026 | Nov 04, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |