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 | 66,215 | 2,320 | 0.0% | 0.0% | 1 | +2,747 | 4.33% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 30,034 | 1,052 | 0.0% | 0.0% | 2 | -18 | -0.06% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 29,259 | 1,025 | 0.0% | 0.0% | 3 | -2,764 | -8.63% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 22,258 | 780 | 0.01% | 0.02% | 4 | -16,491 | -42.56% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 16,970 | 594 | 0.07% | 0.09% | 5 | -1,730 | -9.25% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 16,020 | 561 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,640 | 548 | 0.0% | 0.0% | 7 | -12,350 | -44.12% | Q2 2026 | Jul 29, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 15,124 | 530 | 0.31% | 0.34% | 8 | -537 | -3.43% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 14,999 | 526 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CWM, LLC | History | No change | 14,617 | 495 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 13,927 | 488 | 0.03% | 0.04% | 11 | -700 | -4.79% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,836 | 449 | 0.0% | 0.0% | 12 | -260 | -1.99% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,115 | 424 | 0.0% | 0.0% | 13 | -25 | -0.21% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,250 | 394 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,203 | 392 | 0.01% | 0.01% | 15 | +955 | 9.32% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,060 | 387 | 0.0% | 0.0% | 16 | +7,000 | 172.41% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,986 | 385 | 0.02% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,684 | 374 | 0.0% | 0.0% | 18 | -1,579 | -12.88% | Q2 2026 | Aug 05, 2026 |
| Americana Partners, LLC | History | Reduced | 10,105 | 354 | 0.01% | 0.01% | 19 | -175 | -1.7% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,819 | 344 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triumph Capital Management | History | No change | 9,603 | 336 | 0.06% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,468 | 331 | 0.0% | 0.0% | 22 | -1,505 | -13.72% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 8,196 | 287 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Reduced | 7,865 | 275 | 0.0% | 0.0% | 24 | -157 | -1.96% | Q2 2026 | Jul 15, 2026 |
| Madrona Financial Services, LLC | History | No change | 7,717 | 270 | 0.05% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,115 | 249 | 0.0% | 0.0% | 26 | -4,545 | -38.98% | Q2 2026 | Aug 03, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 6,366 | 223 | 0.02% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,280 | 220 | 0.0% | 0.0% | 28 | -1,119 | -15.12% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 6,000 | 210 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CreativeOne Wealth, LLC | History | New | 5,793 | 203 | 0.0% | — | 30 | +5,793 | New | Q2 2026 | Aug 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,989 | 135 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,748 | 131 | 0.08% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARCLAYS PLC | History | No change | 2,066 | 72 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullseye Investment Management, LLC | History | No change | 2,000 | 70 | 0.03% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,560 | 54 | 0.0% | — | 36 | +1,560 | New | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 1,536 | 54 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,363 | 47 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | No change | 900 | 32 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 751 | 26 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 310 | 10 | 0.0% | 0.0% | 40 | -217 | -41.18% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 100 | 3 | 0.0% | — | 41 | +100 | New | Q2 2026 | Aug 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 32 | 1 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,153 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,450 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,413 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,531 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,195 | -100.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -671 | -100.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q2 2026 | Aug 13, 2026 |