FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 | Added to | 1,020,931 | 28,096 | 0.04% | 0.03% | 1 | +36,649 | 3.72% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 713,299 | 19,629 | 0.01% | 0.01% | 2 | -409,693 | -36.48% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 697,957 | 19,207 | 0.01% | 0.01% | 3 | -89,214 | -11.33% | Q4 2025 | Feb 11, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 636,956 | 17,529 | 4.64% | 4.55% | 4 | +30,594 | 5.05% | Q4 2025 | Jan 14, 2026 |
| Cetera Investment Advisers | History | Added to | 412,001 | 11,338 | 0.01% | 0.01% | 5 | +5,863 | 1.44% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 291,967 | 8,034 | 0.01% | 0.01% | 6 | -58,634 | -16.72% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 279,939 | 7,704 | 0.02% | 0.02% | 7 | -4,416 | -1.55% | Q4 2025 | Jan 26, 2026 |
| FreeGulliver LLC | History | Reduced | 262,783 | 7,231 | 2.66% | 3.36% | 8 | -17,052 | -6.09% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 260,221 | 7,161 | 0.05% | — | 9 | +260,221 | New | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Added to | 251,922 | 6,932 | 0.01% | 0.01% | 10 | +5,853 | 2.38% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 218,584 | 6,015 | 0.15% | 0.14% | 11 | +6,616 | 3.12% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 183,075 | 5,038 | 0.01% | 0.01% | 12 | +8,549 | 4.9% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 176,857 | 4,867 | 0.01% | 0.0% | 13 | +152,021 | 612.1% | Q4 2025 | Mar 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 168,068 | 4,625 | 1.29% | 1.04% | 14 | -2,342 | -1.37% | Q4 2025 | Jan 12, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 129,807 | 3,603 | 0.71% | 0.73% | 15 | +1,805 | 1.41% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 110,335 | 3,064 | 0.0% | 0.0% | 16 | -7 | -0.01% | Q4 2025 | Jan 08, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 108,546 | 2,987 | 0.86% | 0.87% | 17 | -601 | -0.55% | Q4 2025 | Feb 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 107,990 | 2,971 | 0.23% | 0.18% | 18 | +11,132 | 11.49% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 105,886 | 2,913 | 0.03% | 0.02% | 19 | +6,829 | 6.89% | Q4 2025 | Feb 13, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 93,968 | 2,586 | 0.69% | 0.58% | 20 | +11,601 | 14.08% | Q4 2025 | Feb 09, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 87,690 | 2,413 | 0.9% | 1.05% | 21 | -13,833 | -13.63% | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 85,155 | 2,343 | 0.17% | 0.15% | 22 | +8,753 | 11.46% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 72,711 | 2,001 | 0.04% | 0.01% | 23 | +60,545 | 497.66% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 70,650 | 1,944 | 0.0% | 0.0% | 24 | +7,540 | 11.95% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 65,494 | 1,802 | 0.01% | 0.01% | 25 | -840 | -1.27% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 65,048 | 1,790 | 0.01% | 0.01% | 26 | -19,494 | -23.06% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 62,314 | 1,714 | 0.02% | 0.04% | 27 | -31,883 | -33.85% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 54,413 | 1,497 | 0.01% | 0.01% | 28 | -850 | -1.54% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 53,447 | 1,470 | 0.47% | 0.47% | 29 | +503 | 0.95% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 53,407 | 1,469 | 0.01% | 0.01% | 30 | -3,114 | -5.51% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 43,072 | 1,185 | 0.04% | 0.05% | 31 | +16,572 | 62.54% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 41,735 | 1,148 | 0.0% | 0.0% | 32 | +3,429 | 8.95% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | New | 41,413 | 1,139 | 0.01% | — | 33 | +41,413 | New | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 40,241 | 1,107 | 0.01% | 0.01% | 34 | +17,136 | 74.17% | Q4 2025 | Jan 15, 2026 |
| SageGuard Financial Group, LLC | History | New | 40,114 | 1,103 | 0.18% | — | 35 | +40,114 | New | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 38,377 | 1,056 | 0.02% | — | 36 | +38,377 | New | Q4 2025 | Feb 12, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 36,046 | 991 | 0.19% | 0.21% | 37 | -2,151 | -5.63% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 33,485 | 921 | 0.05% | 0.05% | 38 | +365 | 1.1% | Q4 2025 | Jan 15, 2026 |
| NOVEM GROUP | History | Reduced | 33,166 | 912 | 0.1% | 0.11% | 39 | -2,641 | -7.38% | Q4 2025 | Jan 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 30,322 | 834 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 29,194 | 803 | 1.52% | — | 41 | +29,194 | New | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,166 | 802 | 0.02% | 0.02% | 42 | +1,436 | 5.18% | Q4 2025 | Feb 09, 2026 |
| Financial Guidance Group, Inc. | History | No change | 28,037 | 771 | 0.32% | 0.34% | 43 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 27,340 | 752 | 0.08% | 0.1% | 44 | -802 | -2.85% | Q4 2025 | Feb 11, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 25,776 | 709 | 0.26% | 0.28% | 45 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Reduced | 25,220 | 694 | 0.03% | 0.03% | 46 | -2,992 | -10.61% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,724 | 680 | 0.0% | 0.0% | 47 | -1,005 | -3.91% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 22,600 | 621 | 0.05% | 0.05% | 48 | -500 | -2.16% | Q4 2025 | Jan 23, 2026 |
| Kovack Advisors, Inc. | History | New | 22,504 | 619 | 0.03% | — | 49 | +22,504 | New | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 21,873 | 602 | 0.03% | 0.03% | 50 | +1,883 | 9.42% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,443 | 590 | 0.0% | — | 51 | +21,443 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 21,261 | 585 | 0.01% | 0.01% | 52 | -12 | -0.06% | Q4 2025 | Jan 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 21,140 | 581 | 0.61% | 0.65% | 53 | -897 | -4.07% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 21,202 | 566 | 0.02% | 0.02% | 54 | -5,247 | -19.84% | Q4 2025 | Jan 30, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 20,295 | 558 | 0.22% | 0.22% | 55 | -612 | -2.93% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 19,897 | 547 | 0.01% | 0.0% | 56 | +16,737 | 529.65% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 19,720 | 542 | 0.01% | — | 57 | +19,720 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 19,068 | 524 | 0.01% | — | 58 | +19,068 | New | Q4 2025 | Jan 23, 2026 |
| American Trust | History | Added to | 18,942 | 521 | 0.04% | 0.04% | 59 | +448 | 2.42% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 18,557 | 510 | 0.17% | 0.18% | 60 | -1,085 | -5.52% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Added to | 18,329 | 504 | 0.02% | 0.01% | 61 | +5,760 | 45.83% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,042 | 441 | 0.01% | 0.01% | 62 | +787 | 5.16% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 15,813 | 435 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,430 | 370 | 0.0% | 0.0% | 64 | +3,408 | 34.01% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | No change | 11,115 | 305 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Foguth Wealth Management, LLC. | History | New | 10,267 | 283 | 0.04% | — | 66 | +10,267 | New | Q4 2025 | Jan 05, 2026 |
| TFB Advisors LLC | History | Reduced | 10,059 | 276 | 0.08% | 0.08% | 67 | -372 | -3.57% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 9,590 | 263 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 9,240 | 254 | 0.02% | 0.02% | 69 | -608 | -6.17% | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | Reduced | 7,996 | 220 | 0.0% | 0.0% | 70 | -814 | -9.24% | Q4 2025 | Feb 05, 2026 |
| Kelly Financial Services LLC | History | Reduced | 7,944 | 218 | 0.05% | 0.06% | 71 | -248 | -3.03% | Q4 2025 | Jan 13, 2026 |
| Keystone Financial Group | History | New | 7,500 | 206 | 0.02% | — | 72 | +7,500 | New | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,427 | 94 | 0.0% | 0.0% | 73 | -319 | -8.52% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 3,252 | 89 | 0.0% | — | 74 | +3,252 | New | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,354 | 64 | 0.0% | 0.0% | 75 | -5 | -0.21% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,209 | 60 | 0.01% | 0.01% | 76 | -55 | -2.43% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,101 | 57 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PFS Partners, LLC | History | No change | 1,258 | 34 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 1,159 | 31 | 0.02% | 0.03% | 79 | -261 | -18.38% | Q4 2025 | Feb 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,112 | 30 | 0.02% | 0.02% | 80 | -1,112 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Benson Wealth Management INC | History | New | 1,079 | 29 | 0.03% | — | 81 | +1,079 | New | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 989 | 27 | 0.02% | 0.02% | 82 | +69 | 7.5% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 422 | 12 | 0.0% | — | 83 | +422 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 440 | 12 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | No change | 330 | 9 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 300 | 8 | 0.0% | — | 86 | +300 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 245 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 111 | 3 | 0.0% | 0.0% | 88 | -384 | -77.58% | Q4 2025 | Feb 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,140 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Nov 12, 2025 |