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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 379,246 | 13,426 | 2.06% | — | 1 | +379,246 | New | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,215 | 2,320 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 57,956 | 2,052 | 0.01% | — | 3 | +57,956 | New | Q3 2026 | Oct 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,800 | 1,090 | 0.0% | 0.0% | 4 | +1,541 | 5.27% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 30,034 | 1,052 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,247 | 1,000 | 0.0% | 0.0% | 6 | +12,607 | 80.61% | Q3 2026 | Nov 02, 2026 |
| Ignite Planners, LLC | History | New | 23,426 | 829 | 0.11% | — | 7 | +23,426 | New | Q3 2026 | Oct 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 22,258 | 780 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 21,698 | 768 | 0.07% | — | 9 | +21,698 | New | Q3 2026 | Oct 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 16,970 | 594 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 16,020 | 567 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 14,999 | 526 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 14,811 | 524 | 0.3% | 0.31% | 13 | -313 | -2.07% | Q3 2026 | Oct 21, 2026 |
| AE Wealth Management LLC | History | No change | 12,836 | 449 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Financial Advisory LLC | History | New | 12,146 | 430 | 0.08% | — | 15 | +12,146 | New | Q3 2026 | Oct 16, 2026 |
| Brookstone Capital Management | History | Added to | 12,132 | 429 | 0.0% | 0.0% | 16 | +4,267 | 54.25% | Q3 2026 | Oct 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,083 | 427 | 0.0% | 0.0% | 17 | -32 | -0.26% | Q3 2026 | Oct 30, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 11,652 | 412 | 0.03% | 0.03% | 18 | -2,275 | -16.34% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,250 | 394 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,203 | 392 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,060 | 387 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,986 | 385 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,684 | 374 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Americana Partners, LLC | History | No change | 10,105 | 357 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Madrona Financial Services, LLC | History | Added to | 9,837 | 348 | 0.05% | 0.05% | 25 | +2,120 | 27.47% | Q3 2026 | Oct 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,819 | 347 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 9,728 | 344 | 0.01% | — | 27 | +9,728 | New | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,589 | 339 | 0.0% | — | 29 | +9,589 | New | Q3 2026 | Nov 02, 2026 |
| Triumph Capital Management | History | No change | 9,603 | 339 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Waverly Advisors, LLC | History | No change | 9,468 | 331 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 8,196 | 287 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,115 | 249 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 6,366 | 225 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,280 | 220 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 6,000 | 212 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,793 | 203 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 5,650 | 200 | 0.01% | — | 37 | +5,650 | New | Q3 2026 | Nov 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,748 | 132 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BARCLAYS PLC | History | No change | 2,066 | 72 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | New | 1,950 | 69 | 0.0% | — | 40 | +1,950 | New | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,560 | 54 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 1,536 | 54 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,107 | 39 | 0.0% | 0.0% | 43 | -256 | -18.78% | Q3 2026 | Nov 04, 2026 |
| CX Institutional | History | No change | 900 | 32 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CoreCap Advisors, LLC | History | New | 875 | 30 | 0.0% | — | 45 | +875 | New | Q3 2026 | Oct 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 751 | 26 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 565 | 20 | 0.0% | — | 47 | +565 | New | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 310 | 10 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 32 | 1 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,000 | -100.0% | Q3 2026 | Oct 29, 2026 |