FIRST TRUST EXCHANGE-TRADED FUND VIII - AFMC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 688,857 | 23,746 | 0.01% | 0.01% | 1 | +61,355 | 9.78% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 199,550 | 6,878 | 0.01% | 0.01% | 2 | -34,073 | -14.58% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 186,150 | 6,417 | 0.02% | 0.02% | 3 | +1,716 | 0.93% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 156,507 | 5,395 | 0.03% | 0.02% | 4 | +16,276 | 11.61% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 108,407 | 3,737 | 0.02% | 0.01% | 5 | +30,137 | 38.5% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 97,755 | 3,369 | 0.04% | 0.04% | 6 | -864 | -0.88% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 87,517 | 3,016 | 0.07% | 0.07% | 7 | +2,235 | 2.62% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,302 | 2,492 | 0.0% | 0.0% | 8 | +17,498 | 31.93% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 66,563 | 2,294 | 0.0% | 0.0% | 9 | +1,755 | 2.71% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 65,522 | 2,258 | 0.27% | 0.3% | 10 | -1,264 | -1.89% | Q4 2025 | Jan 22, 2026 |
| Sovran Advisors, LLC | History | Reduced | 51,878 | 1,896 | 0.16% | 0.16% | 11 | -3,315 | -6.01% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 46,857 | 1,618 | 0.01% | 0.01% | 12 | +16,134 | 52.51% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 46,742 | 1,611 | 0.02% | 0.01% | 13 | +32,197 | 221.36% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 42,030 | 1,448 | 0.0% | 0.0% | 14 | +369 | 0.89% | Q4 2025 | Feb 13, 2026 |
| CRUX WEALTH ADVISORS | History | New | 41,865 | 1,443 | 0.54% | — | 15 | +41,865 | New | Q4 2025 | Jan 21, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 36,223 | 1,248 | 0.28% | 0.26% | 16 | -459 | -1.25% | Q4 2025 | Feb 02, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 29,217 | 1,007 | 0.36% | 0.36% | 17 | +737 | 2.59% | Q4 2025 | Jan 26, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 22,622 | 779 | 0.03% | 0.04% | 18 | -1,921 | -7.83% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 20,417 | 703 | 0.0% | 0.0% | 19 | -905 | -4.24% | Q4 2025 | Feb 10, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 19,884 | 685 | 0.22% | 0.21% | 20 | +845 | 4.44% | Q4 2025 | Feb 03, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 19,273 | 664 | 0.05% | 0.05% | 21 | -583 | -2.94% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 18,920 | 652 | 0.01% | 0.01% | 22 | +10,610 | 127.68% | Q4 2025 | Feb 03, 2026 |
| OxenFree Capital LLC | History | Added to | 14,885 | 513 | 0.27% | 0.22% | 23 | +3,112 | 26.43% | Q4 2025 | Jan 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 14,071 | 485 | 0.01% | 0.01% | 24 | -66 | -0.47% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,810 | 407 | 0.01% | 0.01% | 25 | +461 | 4.06% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | No change | 10,621 | 366 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | No change | 9,899 | 341 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 7,907 | 272 | 0.08% | 0.09% | 28 | -3,992 | -33.55% | Q4 2025 | Jan 12, 2026 |
| CacheTech Inc. | History | New | 7,805 | 269 | 0.05% | — | 29 | +7,805 | New | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,810 | 234 | 0.0% | 0.01% | 30 | -5,723 | -45.66% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,099 | 72 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,951 | 67 | 0.0% | 0.0% | 32 | +17 | 0.88% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,500 | 52 | 0.0% | — | 33 | +1,500 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,500 | 51 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,418 | 48 | 0.0% | — | 35 | +1,418 | New | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 1,258 | 43 | 0.0% | — | 36 | +1,258 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 500 | 17 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 428 | 14 | 0.0% | 0.0% | 38 | +2 | 0.47% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 353 | 12 | 0.0% | 0.0% | 39 | +2 | 0.57% | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 300 | 10 | 0.0% | — | 40 | +300 | New | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Reduced | 140 | 4 | 0.0% | 0.0% | 41 | -1 | -0.71% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | New | 50 | 1 | 0.0% | — | 42 | +50 | New | Q4 2025 | Jan 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.03% | — | -31,422 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,360 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,540 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,183 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -877 | -100.0% | Q3 2025 | Nov 18, 2025 |