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 | No change | 1,306,979 | 53,559 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 335,793 | 13,300 | 0.04% | 0.02% | 2 | +216,204 | 180.79% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 230,425 | 9,127 | 0.02% | — | 3 | +230,425 | New | Q3 2026 | Nov 02, 2026 |
| Private Advisor Group, LLC | History | No change | 207,227 | 8,492 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 204,557 | 8,382 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 176,525 | 7,256 | 0.5% | 0.38% | 6 | +50,318 | 39.87% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 120,527 | 4,774 | 0.03% | 0.03% | 7 | +17,438 | 16.92% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 90,608 | 3,588 | 0.04% | 0.04% | 8 | -1,145 | -1.25% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 86,256 | 3,534 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meadow Creek Wealth Advisors LLC | History | New | 82,195 | 3,255 | 1.92% | — | 10 | +82,195 | New | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 80,655 | 3,194 | 0.0% | 0.01% | 11 | -34,039 | -29.68% | Q3 2026 | Nov 02, 2026 |
| Brookwood Investment Group LLC | History | No change | 75,414 | 3,090 | 0.35% | 0.35% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneAscent Financial Services LLC | History | No change | 73,402 | 3,008 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 66,566 | 2,727 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 62,040 | 2,542 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 53,773 | 2,203 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 49,380 | 2,023 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 44,384 | 1,818 | 0.63% | 0.63% | 18 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 38,770 | 1,588 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | No change | 37,269 | 1,527 | 0.24% | 0.24% | 20 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 37,642 | 1,490 | 0.04% | 0.05% | 21 | -4,442 | -10.56% | Q3 2026 | Oct 13, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 30,045 | 1,190 | 0.35% | 0.38% | 22 | +104 | 0.35% | Q3 2026 | Oct 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 25,974 | 1,060 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 25,428 | 1,042 | 0.29% | 0.29% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 25,108 | 1,028 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 24,760 | 1,014 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SMITH, MOORE & CO. | History | No change | 24,549 | 1,006 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 23,472 | 961 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,539 | 813 | 0.01% | 0.01% | 29 | +3,964 | 23.92% | Q3 2026 | Oct 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 19,709 | 807 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 19,668 | 805 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,113 | 796 | 0.0% | 0.0% | 32 | +14,555 | 261.87% | Q3 2026 | Oct 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 16,010 | 656 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 15,618 | 622 | 0.11% | 0.13% | 34 | -1,094 | -6.55% | Q3 2026 | Nov 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,313 | 504 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,280 | 498 | 0.01% | 0.01% | 36 | +1,882 | 18.1% | Q3 2026 | Nov 04, 2026 |
| Mutual Advisors, LLC | History | No change | 11,171 | 457 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OxenFree Capital LLC | History | Added to | 6,949 | 282 | 0.12% | 0.12% | 38 | +296 | 4.45% | Q3 2026 | Oct 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 6,458 | 255 | 0.0% | — | 39 | +6,458 | New | Q3 2026 | Oct 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 6,085 | 241 | 0.0% | — | 40 | +6,085 | New | Q3 2026 | Nov 05, 2026 |
| WEDBUSH SECURITIES INC | History | New | 5,880 | 233 | 0.01% | — | 41 | +5,880 | New | Q3 2026 | Oct 22, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 5,194 | 212 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 5,127 | 210 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,593 | 106 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,206 | 90 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | New | 2,007 | 79 | 0.01% | — | 46 | +2,007 | New | Q3 2026 | Nov 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,181 | 48 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Golden State Wealth Management, LLC | History | No change | 429 | 17 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 395 | 16 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 354 | 14 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | New | 270 | 10 | 0.0% | — | 51 | +270 | New | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 135 | 6 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,205 | -100.0% | Q3 2026 | Oct 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -8,741 | -100.0% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,418 | -100.0% | Q3 2026 | Nov 02, 2026 |