FIRST TRUST EXCHANGE-TRADED FUND VIII - AUGM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,817 | 1,218 | 0.0% | 0.0% | 1 | -1,484 | -3.98% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,149 | 1,093 | 0.0% | 0.0% | 2 | +4,204 | 15.04% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,653 | 736 | 0.0% | 0.0% | 3 | -3,747 | -14.75% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 18,730 | 637 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 17,269 | 587 | 0.38% | 0.5% | 5 | -4,370 | -20.2% | Q4 2025 | Feb 02, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 17,022 | 579 | 0.05% | 0.04% | 6 | +1,865 | 12.3% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | No change | 16,020 | 545 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 14,999 | 510 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 14,664 | 499 | 0.0% | 0.0% | 9 | -65 | -0.44% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,859 | 471 | 0.0% | 0.0% | 10 | -36,090 | -72.25% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 13,156 | 447 | 0.0% | 0.0% | 11 | +5,999 | 83.82% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,943 | 440 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,112 | 412 | 0.0% | 0.0% | 13 | +37 | 0.31% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,250 | 382 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,060 | 376 | 0.0% | 0.0% | 15 | -250 | -2.21% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | New | 10,973 | 373 | 0.0% | — | 16 | +10,973 | New | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,986 | 373 | 0.03% | 0.02% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | Reduced | 10,323 | 351 | 0.01% | 0.01% | 18 | -40 | -0.39% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 10,248 | 348 | 0.01% | — | 19 | +10,248 | New | Q4 2025 | Feb 04, 2026 |
| IMC-Chicago, LLC | History | Reduced | 10,221 | 347 | 0.0% | 0.0% | 20 | -3,592 | -26.0% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,819 | 334 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,795 | 333 | 0.0% | 0.0% | 22 | -51 | -0.52% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,513 | 323 | 0.0% | 0.0% | 23 | -110 | -1.14% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Reduced | 8,870 | 301 | 0.0% | 0.0% | 24 | -1,508 | -14.53% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | No change | 8,196 | 278 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Madrona Financial Services, LLC | History | No change | 7,717 | 262 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,529 | 256 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 6,647 | 226 | 0.01% | — | 28 | +6,647 | New | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,413 | 218 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 6,366 | 216 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,280 | 213 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 6,000 | 204 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anfield Capital Management, LLC | History | No change | 5,453 | 185 | 0.06% | 0.05% | 33 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | New | 4,977 | 169 | 0.0% | — | 34 | +4,977 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,195 | 142 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,748 | 127 | 0.11% | 0.13% | 36 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 3,000 | 102 | 0.02% | — | 37 | +3,000 | New | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | No change | 1,536 | 52 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,500 | 51 | 0.03% | 0.03% | 39 | -300 | -16.67% | Q4 2025 | Jan 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,363 | 46 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | New | 1,221 | 41 | 0.0% | — | 41 | +1,221 | New | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | New | 900 | 31 | 0.0% | — | 42 | +900 | New | Q4 2025 | Feb 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 751 | 25 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 527 | 17 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 285 | 9 | 0.0% | — | 45 | +285 | New | Q4 2025 | Feb 10, 2026 |
| Integrity Financial Corp /WA | History | No change | 32 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,531 | -100.0% | Q3 2025 | Nov 18, 2025 |