FIRST TRUST EXCHANGE-TRADED FUND VIII - AFSM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| James J. Burns & Company, LLC | History | New | 525,829 | 17,289 | 2.39% | — | 1 | +525,829 | New | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 336,481 | 11,064 | 0.03% | 0.02% | 2 | +179,627 | 114.52% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 189,677 | 6,236 | 0.0% | 0.0% | 3 | -102,933 | -35.18% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 185,167 | 6,088 | 0.01% | 0.01% | 4 | -99,383 | -34.93% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 118,063 | 3,881 | 0.0% | 0.0% | 5 | +53,837 | 83.82% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 106,115 | 3,489 | 0.0% | 0.0% | 6 | +76,498 | 258.29% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 88,041 | 2,894 | 0.0% | 0.0% | 7 | +1,974 | 2.29% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 77,213 | 2,538 | 0.01% | 0.02% | 8 | -50,101 | -39.35% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 70,566 | 2,320 | 0.05% | 0.01% | 9 | +59,796 | 555.21% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Added to | 61,679 | 2,027 | 0.09% | 0.09% | 10 | +731 | 1.2% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 54,933 | 1,806 | 0.0% | 0.0% | 11 | +5,780 | 11.76% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 41,131 | 1,352 | 0.1% | 0.11% | 12 | -1,210 | -2.86% | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 39,237 | 1,290 | 0.03% | 0.03% | 13 | +3,091 | 8.55% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,863 | 883 | 0.0% | 0.0% | 14 | -1,265 | -4.5% | Q4 2025 | Feb 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 18,799 | 618 | 0.14% | — | 15 | +18,799 | New | Q4 2025 | Feb 18, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 17,162 | 564 | 0.25% | — | 16 | +17,162 | New | Q4 2025 | Mar 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,033 | 560 | 0.0% | — | 17 | +17,033 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 16,911 | 556 | 0.04% | 0.04% | 18 | -90 | -0.53% | Q4 2025 | Feb 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 13,668 | 449 | 0.02% | 0.02% | 19 | -1,870 | -12.04% | Q4 2025 | Feb 10, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 11,745 | 386 | 0.09% | 0.11% | 20 | -2,316 | -16.47% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 10,134 | 333 | 0.09% | 0.1% | 21 | -3,089 | -23.36% | Q4 2025 | Jan 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 9,366 | 307 | 0.1% | 0.09% | 22 | +1,192 | 14.58% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,140 | 300 | 0.0% | 0.0% | 23 | +4 | 0.04% | Q4 2025 | Jan 29, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 8,792 | 289 | 0.02% | 0.02% | 24 | -625 | -6.64% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | New | 7,000 | 230 | 0.01% | — | 25 | +7,000 | New | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | New | 6,272 | 206 | 0.0% | — | 26 | +6,272 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,000 | 65 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,215 | 39 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,170 | 38 | 0.0% | 0.0% | 29 | -36 | -2.99% | Q4 2025 | Feb 17, 2026 |
| Rockport Wealth LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -64,046 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,360 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -16,718 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,127 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,823 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 07, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |