FIRST TRUST EXCHANGE-TRADED FUND VIII - AGQI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 200,858 | 3,313 | 0.0% | 0.0% | 1 | -2,078 | -1.02% | Q4 2025 | May 27, 2026 |
| Atlas Wealth LLC | History | Reduced | 144,461 | 2,383 | 0.72% | 0.84% | 2 | -17,851 | -11.0% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 56,358 | 929 | 0.02% | 0.01% | 3 | +7,462 | 15.26% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 47,118 | 777 | 0.0% | 0.0% | 4 | -3,907 | -7.66% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 47,095 | 776 | 0.0% | 0.0% | 5 | +26 | 0.06% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,671 | 572 | 0.0% | 0.0% | 6 | +56 | 0.16% | Q4 2025 | Feb 17, 2026 |
| 1776 Wealth LLC | History | Reduced | 33,773 | 557 | 0.21% | 0.22% | 7 | -2,701 | -7.41% | Q4 2025 | Feb 11, 2026 |
| Centric Wealth Management | History | Reduced | 31,477 | 552 | 0.12% | 0.13% | 8 | -5,414 | -14.68% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | New | 33,154 | 546 | 0.01% | — | 9 | +33,154 | New | Q4 2025 | Feb 06, 2026 |
| Virtu Financial LLC | History | Added to | 26,720 | 441 | 0.02% | 0.01% | 10 | +16,124 | 152.17% | Q4 2025 | Feb 23, 2026 |
| Diversified Trust Co | History | No change | 26,500 | 437 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 19,597 | 323 | 0.0% | 0.0% | 12 | -1,276 | -6.11% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 17,163 | 283 | 0.01% | 0.01% | 13 | +6,902 | 67.26% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,562 | 273 | 0.0% | 0.0% | 14 | -28,310 | -63.09% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 14,013 | 231 | 0.0% | 0.0% | 15 | -8,758 | -38.46% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 13,220 | 218 | 0.0% | — | 16 | +13,220 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,049 | 215 | 0.0% | 0.0% | 17 | -2,348 | -15.25% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 10,026 | 165 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6,349 | 104 | 0.01% | — | 19 | +6,349 | New | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Reduced | 5,731 | 94 | 0.0% | 0.0% | 20 | -29,954 | -83.94% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,945 | 48 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | No change | 2,500 | 41 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,382 | 39 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 1,001 | 16 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 500 | 8 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q4 2025 | Jan 21, 2026 |