FIRST TRUST EXCHANGE-TRADED FUND VIII - AFSM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| James J. Burns & Company, LLC | History | Added to | 557,503 | 22,913 | 2.48% | 2.46% | 1 | +6,268 | 1.14% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 422,615 | 13,887 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 276,705 | 11,372 | 0.0% | 0.0% | 3 | +94,340 | 51.73% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 200,060 | 8,222 | 0.0% | 0.0% | 4 | -924 | -0.46% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 193,577 | 7,956 | 0.01% | 0.01% | 5 | +489 | 0.25% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 136,071 | 5,538 | 0.0% | 0.0% | 6 | -166 | -0.12% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 85,525 | 3,515 | 0.0% | 0.0% | 7 | +1,467 | 1.75% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 80,760 | 3,319 | 0.01% | 0.01% | 8 | +2,026 | 2.57% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 80,087 | 3,291 | 0.05% | 0.05% | 9 | +6,569 | 8.94% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 75,033 | 3,083 | 0.01% | 0.0% | 10 | +46,924 | 166.94% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | New | 64,966 | 2,670 | 0.02% | — | 11 | +64,966 | New | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | New | 57,933 | 2,381 | 0.08% | — | 12 | +57,933 | New | Q2 2026 | Aug 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 63,919 | 2,100 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ethos Financial Group, LLC | History | Added to | 48,163 | 1,901 | 0.13% | 0.11% | 14 | +2,819 | 6.22% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 44,509 | 1,829 | 0.04% | 0.04% | 15 | -5,680 | -11.32% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 38,843 | 1,596 | 0.0% | 0.0% | 16 | -6,283 | -13.92% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 37,996 | 1,561 | 0.0% | — | 17 | +37,996 | New | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 22,705 | 933 | 0.32% | 0.23% | 18 | +5,543 | 32.3% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,455 | 799 | 0.01% | 0.0% | 19 | +16,332 | 522.96% | Q2 2026 | Jul 17, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 17,824 | 732 | 0.12% | 0.13% | 20 | -977 | -5.2% | Q2 2026 | Jul 30, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 15,591 | 640 | 0.18% | 0.11% | 21 | +4,940 | 46.38% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,880 | 611 | 0.02% | 0.02% | 22 | -1,802 | -10.8% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 14,320 | 588 | 0.01% | 0.03% | 23 | -15,366 | -51.76% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 12,793 | 526 | 0.0% | — | 24 | +12,793 | New | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 12,176 | 500 | 0.03% | 0.02% | 25 | +2,205 | 22.11% | Q2 2026 | Aug 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,873 | 446 | 0.1% | 0.09% | 26 | +581 | 5.65% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,646 | 396 | 0.0% | 0.0% | 27 | +504 | 5.51% | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,000 | 288 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,319 | 259 | 0.0% | 0.0% | 29 | +23 | 0.37% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,916 | 243 | 0.0% | 0.0% | 30 | -959 | -13.95% | Q2 2026 | Jul 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 5,434 | 223 | 0.0% | — | 31 | +5,434 | New | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | New | 5,348 | 219 | 0.0% | — | 32 | +5,348 | New | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | New | 5,198 | 213 | 0.01% | — | 33 | +5,198 | New | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 5,053 | 207 | 0.0% | — | 34 | +5,053 | New | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,995 | 205 | 0.0% | — | 35 | +4,995 | New | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,118 | 45 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 965 | 39 | 0.0% | 0.0% | 37 | -250 | -20.58% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 970 | 39 | 0.0% | 0.0% | 38 | -184 | -15.94% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | Added to | 564 | 23 | 0.0% | 0.0% | 39 | +154 | 37.56% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,125 | -100.0% | Q2 2026 | Sep 02, 2026 |