FIRST TRUST EXCHANGE-TRADED FUND VIII - AUGM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,468 | 2,149 | 0.0% | 0.0% | 1 | +49,609 | 357.96% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 38,749 | 1,312 | 0.02% | 0.01% | 2 | +32,102 | 482.95% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,023 | 1,084 | 0.0% | 0.0% | 3 | -126 | -0.39% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 30,052 | 1,017 | 0.0% | 0.0% | 4 | +8,399 | 38.79% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,990 | 948 | 0.0% | 0.0% | 5 | -7,827 | -21.85% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 18,700 | 633 | 0.09% | 0.09% | 6 | -30 | -0.16% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 16,020 | 542 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 15,661 | 530 | 0.34% | 0.38% | 8 | -1,608 | -9.31% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 14,999 | 508 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 14,627 | 495 | 0.04% | 0.05% | 11 | -2,395 | -14.07% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 14,617 | 495 | 0.0% | 0.0% | 10 | -47 | -0.32% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,096 | 443 | 0.0% | 0.0% | 12 | -60 | -0.46% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 12,263 | 415 | 0.0% | 0.0% | 13 | -680 | -5.25% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,140 | 411 | 0.0% | 0.0% | 14 | +28 | 0.23% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,660 | 394 | 0.0% | 0.0% | 15 | +2,147 | 22.57% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,250 | 381 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,986 | 373 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | No change | 10,973 | 371 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 10,280 | 348 | 0.01% | 0.01% | 19 | -43 | -0.42% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,248 | 347 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,819 | 332 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 9,603 | 325 | 0.07% | 0.02% | 22 | +6,603 | 220.1% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,153 | 310 | 0.0% | 0.0% | 23 | -642 | -6.55% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | No change | 8,196 | 277 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Reduced | 8,022 | 271 | 0.0% | 0.0% | 25 | -848 | -9.56% | Q1 2026 | Apr 16, 2026 |
| Madrona Financial Services, LLC | History | No change | 7,717 | 261 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,399 | 250 | 0.0% | 0.0% | 27 | +1,119 | 17.82% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,450 | 218 | 0.0% | — | 28 | +6,450 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,413 | 217 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 6,366 | 215 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 6,000 | 203 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | New | 4,531 | 153 | 0.0% | — | 32 | +4,531 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,195 | 142 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,060 | 137 | 0.0% | 0.0% | 34 | -7,000 | -63.29% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 3,989 | 135 | 0.04% | 0.06% | 35 | -1,464 | -26.85% | Q1 2026 | May 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,748 | 126 | 0.09% | 0.11% | 36 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 2,066 | 69 | 0.0% | 0.0% | 37 | -2,911 | -58.49% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 1,536 | 52 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,363 | 46 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | No change | 900 | 30 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 751 | 25 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 671 | 22 | 0.0% | — | 42 | +671 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 527 | 17 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 61 | 2 | 0.0% | 0.0% | 44 | -1,160 | -95.0% | Q1 2026 | May 05, 2026 |
| Integrity Financial Corp /WA | History | No change | 32 | 1 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,221 | -100.0% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,529 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q1 2026 | Apr 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q1 2026 | May 07, 2026 |