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 | 564,852 | 22,136 | 2.36% | 2.48% | 1 | +7,349 | 1.32% | Q3 2026 | Oct 22, 2026 |
| LPL Financial LLC | History | No change | 276,705 | 11,372 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 200,060 | 8,222 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 195,329 | 7,654 | 0.01% | 0.01% | 4 | +1,752 | 0.91% | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 136,071 | 5,538 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 95,667 | 3,749 | 0.06% | 0.05% | 6 | +15,580 | 19.45% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 85,525 | 3,515 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 80,760 | 3,319 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,869 | 3,012 | 0.01% | 0.01% | 9 | +1,836 | 2.45% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 64,966 | 2,670 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 57,933 | 2,381 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 48,163 | 1,901 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 44,509 | 1,829 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 38,843 | 1,596 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,996 | 1,561 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 24,166 | 947 | 0.3% | 0.32% | 16 | +1,461 | 6.43% | Q3 2026 | Nov 02, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 17,825 | 698 | 0.1% | 0.12% | 17 | +1 | 0.01% | Q3 2026 | Oct 26, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 15,591 | 640 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,880 | 611 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Blueprint, LLC | History | New | 15,408 | 603 | 0.03% | — | 20 | +15,408 | New | Q3 2026 | Oct 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 14,320 | 588 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,793 | 526 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 12,176 | 500 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,592 | 375 | 0.0% | 0.0% | 24 | -54 | -0.56% | Q3 2026 | Oct 30, 2026 |
| RFG Advisory, LLC | History | Added to | 8,537 | 334 | 0.0% | 0.0% | 25 | +2,621 | 44.3% | Q3 2026 | Nov 03, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,897 | 309 | 0.0% | — | 26 | +7,897 | New | Q3 2026 | Oct 16, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,000 | 274 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,319 | 259 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,431 | 212 | 0.0% | 0.0% | 29 | -3 | -0.06% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,995 | 205 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 5,198 | 203 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,000 | 78 | 0.0% | 0.01% | 32 | -17,455 | -89.72% | Q3 2026 | Oct 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,118 | 45 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 965 | 39 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 970 | 38 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 564 | 23 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -10,873 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,348 | -100.0% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,053 | -100.0% | Q3 2026 | Nov 02, 2026 |