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 | 551,235 | 18,113 | 2.46% | 2.39% | 1 | +25,406 | 4.83% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 422,615 | 13,887 | 0.04% | 0.03% | 2 | +86,134 | 25.6% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 200,984 | 6,604 | 0.0% | 0.0% | 3 | +11,307 | 5.96% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 193,088 | 6,344 | 0.01% | 0.01% | 4 | +7,921 | 4.28% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 182,365 | 5,992 | 0.0% | 0.0% | 5 | +64,302 | 54.46% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 136,237 | 4,337 | 0.0% | 0.0% | 6 | +30,122 | 28.39% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 84,058 | 2,762 | 0.0% | 0.0% | 7 | -3,983 | -4.52% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 78,734 | 2,587 | 0.01% | 0.01% | 8 | +1,521 | 1.97% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 73,518 | 2,415 | 0.05% | 0.05% | 9 | +2,952 | 4.18% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 63,919 | 2,100 | 0.05% | — | 10 | +63,919 | New | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 50,189 | 1,649 | 0.04% | 0.03% | 11 | +10,952 | 27.91% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 45,344 | 1,489 | 0.11% | 0.1% | 12 | +4,213 | 10.24% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 45,126 | 1,482 | 0.0% | 0.0% | 13 | -9,807 | -17.85% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 29,686 | 975 | 0.03% | — | 14 | +29,686 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,109 | 923 | 0.0% | 0.0% | 15 | +1,246 | 4.64% | Q1 2026 | Apr 30, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 18,801 | 617 | 0.13% | 0.14% | 16 | +2 | 0.01% | Q1 2026 | May 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 17,162 | 563 | 0.23% | 0.25% | 17 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 16,682 | 548 | 0.02% | 0.02% | 18 | +3,014 | 22.05% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,125 | 464 | 0.0% | — | 19 | +14,125 | New | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 10,651 | 349 | 0.11% | 0.1% | 20 | +1,285 | 13.72% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,292 | 338 | 0.09% | 0.09% | 21 | +158 | 1.56% | Q1 2026 | May 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 9,971 | 327 | 0.02% | 0.02% | 22 | +1,179 | 13.41% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,142 | 300 | 0.0% | 0.0% | 23 | +2 | 0.02% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,000 | 230 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | New | 6,875 | 225 | 0.0% | — | 25 | +6,875 | New | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,296 | 206 | 0.0% | 0.0% | 26 | +24 | 0.38% | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,123 | 103 | 0.0% | 0.0% | 27 | +1,123 | 56.15% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,215 | 39 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,154 | 37 | 0.0% | 0.04% | 29 | -15,757 | -93.18% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,118 | 36 | 0.0% | 0.0% | 30 | -52 | -4.44% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 410 | 13 | 0.0% | — | 31 | +409 | 40900.0% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | New | 250 | 8 | 0.0% | — | 32 | +250 | New | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -61,679 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,033 | -100.0% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,745 | -100.0% | Q1 2026 | Apr 27, 2026 |