FIRST TRUST EXCHANGE-TRADED FUND VIII - AFMC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,306,979 | 53,559 | 0.01% | 0.01% | 1 | +56,380 | 4.51% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 207,227 | 8,492 | 0.04% | 0.03% | 2 | +44,883 | 27.65% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Added to | 204,557 | 8,382 | 0.01% | 0.01% | 3 | +2,978 | 1.48% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 126,207 | 5,159 | 0.38% | 0.11% | 4 | +91,525 | 263.9% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 119,589 | 4,900 | 0.02% | 0.02% | 5 | +4,481 | 3.89% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 114,694 | 4,700 | 0.01% | 0.01% | 6 | +4,481 | 4.07% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 103,089 | 4,224 | 0.03% | 0.03% | 7 | +22,390 | 27.75% | Q2 2026 | Jul 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 91,753 | 3,760 | 0.04% | 0.04% | 8 | -3,541 | -3.72% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 86,256 | 3,534 | 0.07% | 0.07% | 9 | +3,506 | 4.24% | Q2 2026 | Aug 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 75,414 | 3,090 | 0.35% | 0.37% | 10 | -9,782 | -11.48% | Q2 2026 | Jul 23, 2026 |
| OneAscent Financial Services LLC | History | New | 73,402 | 3,008 | 0.14% | — | 11 | +73,402 | New | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Added to | 66,566 | 2,727 | 0.01% | 0.01% | 12 | +14,846 | 28.7% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 62,040 | 2,542 | 0.02% | — | 13 | +62,040 | New | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 53,773 | 2,203 | 0.0% | 0.0% | 14 | -6,146 | -10.26% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 61,052 | 2,167 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| STIFEL FINANCIAL CORP | History | New | 49,380 | 2,023 | 0.0% | — | 16 | +49,380 | New | Q2 2026 | Aug 12, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 44,384 | 1,818 | 0.63% | 0.6% | 17 | +344 | 0.78% | Q2 2026 | Jul 21, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 42,084 | 1,724 | 0.05% | 0.07% | 18 | -30,792 | -42.25% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 38,770 | 1,588 | 0.02% | 0.01% | 19 | +26,130 | 206.72% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 37,269 | 1,527 | 0.24% | 0.31% | 20 | -313 | -0.83% | Q2 2026 | Aug 04, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 29,941 | 1,226 | 0.38% | 0.39% | 21 | +468 | 1.59% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | New | 25,974 | 1,060 | 0.0% | — | 22 | +25,974 | New | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 25,428 | 1,042 | 0.29% | 0.23% | 23 | +5,083 | 24.98% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | New | 25,108 | 1,028 | 0.01% | — | 24 | +25,108 | New | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 24,760 | 1,014 | 0.0% | 0.0% | 25 | +3,869 | 18.52% | Q2 2026 | Aug 03, 2026 |
| SMITH, MOORE & CO. | History | Added to | 24,549 | 1,006 | 0.07% | 0.05% | 26 | +3,575 | 17.04% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 23,472 | 961 | 0.04% | 0.04% | 27 | -3,502 | -12.98% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | New | 19,709 | 807 | 0.01% | — | 28 | +19,709 | New | Q2 2026 | Sep 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 19,668 | 805 | 0.02% | 0.04% | 29 | -21,509 | -52.24% | Q2 2026 | Aug 11, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 16,712 | 684 | 0.13% | 0.06% | 30 | +8,412 | 101.35% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,575 | 679 | 0.01% | 0.01% | 31 | +892 | 5.69% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,010 | 656 | 0.0% | 0.0% | 32 | -17,608 | -52.38% | Q2 2026 | Sep 02, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,313 | 504 | 0.01% | 0.01% | 33 | -60 | -0.48% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 12,205 | 500 | 0.02% | 0.02% | 34 | +668 | 5.79% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 11,171 | 457 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,398 | 426 | 0.01% | 0.01% | 36 | +107 | 1.04% | Q2 2026 | Jul 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 8,741 | 358 | 0.08% | 0.07% | 37 | +586 | 7.19% | Q2 2026 | Jul 09, 2026 |
| OxenFree Capital LLC | History | Reduced | 6,653 | 266 | 0.12% | 0.13% | 38 | -245 | -3.55% | Q2 2026 | Jul 08, 2026 |
| TRUIST FINANCIAL CORP | History | New | 5,558 | 227 | 0.0% | — | 39 | +5,558 | New | Q2 2026 | Jul 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 5,194 | 212 | 0.03% | — | 40 | +5,194 | New | Q2 2026 | Aug 10, 2026 |
| PCG Wealth Advisors, LLC | History | New | 5,127 | 210 | 0.05% | — | 41 | +5,127 | New | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,593 | 106 | 0.0% | 0.0% | 42 | +1,246 | 92.5% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,206 | 90 | 0.0% | 0.0% | 43 | -245 | -10.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,418 | 57 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,181 | 48 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 429 | 17 | 0.0% | 0.0% | 46 | +1 | 0.23% | Q2 2026 | Jul 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 395 | 16 | 0.01% | — | 47 | +395 | New | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 354 | 14 | 0.0% | 0.0% | 48 | +1 | 0.28% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 200 | 8 | 0.0% | — | 49 | +200 | New | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 135 | 6 | 0.0% | — | 50 | +135 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -208,904 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,237 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,403 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,043 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,448 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -878 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q2 2026 | Jul 01, 2026 |