FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,067,113 | 28,662 | 0.01% | 0.01% | 1 | +353,814 | 49.6% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,049,093 | 28,178 | 0.04% | 0.04% | 2 | +28,162 | 2.76% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 725,772 | 19,494 | 0.01% | 0.01% | 3 | +27,815 | 3.99% | Q1 2026 | May 06, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 671,115 | 18,026 | 4.36% | 4.64% | 4 | +34,159 | 5.36% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 410,503 | 11,026 | 0.01% | 0.01% | 5 | -1,498 | -0.36% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 401,205 | 10,776 | 0.02% | 0.01% | 6 | +109,238 | 37.41% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 269,973 | 7,251 | 0.01% | 0.01% | 7 | +18,051 | 7.17% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 262,826 | 7,059 | 0.02% | 0.02% | 8 | -17,113 | -6.11% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 258,455 | 6,942 | 0.05% | 0.05% | 9 | -1,766 | -0.68% | Q1 2026 | May 14, 2026 |
| FreeGulliver LLC | History | Reduced | 253,633 | 6,812 | 2.87% | 2.66% | 10 | -9,150 | -3.48% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 220,599 | 5,925 | 0.14% | 0.15% | 11 | +2,015 | 0.92% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 192,273 | 5,164 | 0.01% | 0.01% | 12 | +15,416 | 8.72% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 187,947 | 5,048 | 0.01% | 0.01% | 13 | +4,872 | 2.66% | Q1 2026 | Apr 30, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 168,627 | 4,529 | 1.17% | 1.29% | 14 | +559 | 0.33% | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 134,794 | 3,620 | 0.26% | 0.17% | 15 | +49,639 | 58.29% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 108,906 | 2,925 | 0.8% | 0.86% | 16 | +360 | 0.33% | Q1 2026 | May 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 108,712 | 2,919 | 0.23% | 0.23% | 17 | +722 | 0.67% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 106,275 | 2,875 | 0.01% | 0.0% | 18 | -4,060 | -3.68% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 105,035 | 2,821 | 0.02% | 0.03% | 19 | -851 | -0.8% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 93,968 | 2,586 | 0.69% | 0.69% | 20 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 87,976 | 2,363 | 0.91% | 0.9% | 21 | +286 | 0.33% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 84,026 | 2,256 | 0.03% | 0.01% | 22 | +42,613 | 102.9% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | New | 83,396 | 2,240 | 0.02% | — | 23 | +83,396 | New | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 75,316 | 2,022 | 0.03% | 0.01% | 24 | +55,596 | 281.93% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 73,496 | 1,974 | 0.01% | 0.01% | 25 | +8,002 | 12.22% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 72,979 | 1,960 | 0.03% | 0.04% | 26 | +268 | 0.37% | Q1 2026 | May 18, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 61,226 | 1,644 | 0.06% | 0.08% | 27 | +33,886 | 123.94% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 56,306 | 1,512 | 0.01% | 0.01% | 28 | +2,899 | 5.43% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 54,973 | 1,476 | 0.02% | 0.02% | 29 | -7,341 | -11.78% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 52,904 | 1,421 | 0.45% | 0.47% | 30 | -543 | -1.02% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 52,256 | 1,403 | 0.0% | 0.0% | 31 | +10,521 | 25.21% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 51,547 | 1,384 | 0.01% | 0.01% | 32 | -2,866 | -5.27% | Q1 2026 | May 11, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 51,505 | 1,383 | 1.45% | 1.52% | 33 | +22,311 | 76.42% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 46,767 | 1,256 | 0.01% | 0.01% | 34 | +6,526 | 16.22% | Q1 2026 | Apr 16, 2026 |
| Benson Wealth Management INC | History | Added to | 43,165 | 1,159 | 1.59% | 0.03% | 35 | +42,086 | 3900.46% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 42,628 | 1,144 | 0.04% | 0.04% | 36 | -444 | -1.03% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 37,833 | 1,016 | 0.0% | 0.01% | 37 | -27,215 | -41.84% | Q1 2026 | Apr 24, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 37,452 | 1,005 | 0.06% | 0.05% | 38 | +3,967 | 11.85% | Q1 2026 | May 13, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 35,568 | 955 | 0.17% | 0.19% | 39 | -478 | -1.33% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 34,050 | 914 | 0.02% | 0.02% | 40 | -4,327 | -11.27% | Q1 2026 | May 11, 2026 |
| NOVEM GROUP | History | No change | 33,166 | 890 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 29,977 | 805 | 0.09% | 0.09% | 42 | -345 | -1.14% | Q1 2026 | Apr 22, 2026 |
| Financial Guidance Group, Inc. | History | No change | 28,037 | 753 | 0.3% | 0.32% | 43 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 26,729 | 718 | 0.02% | 0.01% | 44 | +8,400 | 45.83% | Q1 2026 | May 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 25,776 | 692 | 0.24% | 0.26% | 45 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Reduced | 24,612 | 661 | 0.03% | 0.03% | 46 | -608 | -2.41% | Q1 2026 | May 05, 2026 |
| American Trust | History | Added to | 21,600 | 580 | 0.05% | 0.04% | 47 | +2,658 | 14.03% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 21,261 | 571 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 20,295 | 545 | 0.2% | — | 50 | +20,295 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 20,295 | 545 | 0.2% | 0.22% | 49 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 19,876 | 533 | 0.01% | 0.01% | 51 | -21 | -0.11% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 19,227 | 516 | 0.53% | 0.61% | 52 | -1,913 | -9.05% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 19,200 | 515 | 0.04% | 0.05% | 54 | -3,400 | -15.04% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 19,190 | 515 | 0.03% | 0.03% | 53 | -3,314 | -14.73% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,965 | 511 | 0.0% | 0.01% | 55 | -103 | -0.54% | Q1 2026 | Apr 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 18,457 | 495 | 0.16% | 0.17% | 56 | -100 | -0.54% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Reduced | 17,659 | 474 | 0.01% | 0.02% | 57 | -3,543 | -16.71% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 16,788 | 451 | 0.02% | 0.03% | 58 | -5,085 | -23.25% | Q1 2026 | May 18, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,441 | 441 | 0.01% | 0.01% | 59 | +399 | 2.49% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | No change | 15,813 | 424 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 14,350 | 385 | 0.06% | 0.18% | 61 | -25,764 | -64.23% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 12,921 | 347 | 0.0% | 0.0% | 62 | -509 | -3.79% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12,101 | 325 | 0.01% | 0.02% | 63 | -17,065 | -58.51% | Q1 2026 | May 15, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 10,232 | 299 | 0.03% | 0.04% | 64 | -35 | -0.34% | Q1 2026 | Jun 01, 2026 |
| Crewe Advisors LLC | History | No change | 11,115 | 298 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keystone Financial Group | History | Added to | 10,250 | 275 | 0.02% | 0.02% | 66 | +2,750 | 36.67% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,862 | 264 | 0.0% | 0.0% | 67 | -11,581 | -54.01% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 9,831 | 264 | 0.0% | — | 68 | +9,831 | New | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 9,590 | 257 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 9,161 | 246 | 0.01% | 0.02% | 70 | -79 | -0.85% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 7,997 | 214 | 0.0% | 0.0% | 71 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Kelly Financial Services LLC | History | No change | 7,944 | 213 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IFG Advisory, LLC | History | New | 3,797 | 101 | 0.29% | — | 73 | +3,797 | New | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,852 | 76 | 0.0% | 0.0% | 74 | -400 | -12.3% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,354 | 64 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,191 | 58 | 0.01% | 0.01% | 76 | -18 | -0.81% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,101 | 56 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,279 | 34 | 0.0% | — | 78 | +1,279 | New | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | No change | 1,258 | 33 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | New | 1,184 | 31 | 0.0% | — | 80 | +1,184 | New | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,112 | 29 | 0.01% | 0.02% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 989 | 26 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 963 | 25 | 0.02% | 0.02% | 83 | -196 | -16.91% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 755 | 19 | 0.0% | 0.0% | 84 | -2,672 | -77.97% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 422 | 11 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 440 | 11 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 385 | 10 | 0.0% | — | 87 | +385 | New | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | No change | 300 | 8 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 330 | 8 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 245 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ellsworth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -129,807 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70,650 | -100.0% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,724 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,059 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | May 15, 2026 |