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 | No change | 1,063,649 | 31,181 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 896,250 | 26,806 | 5.52% | 4.85% | 2 | +130,334 | 17.02% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 859,778 | 25,707 | 0.03% | 0.04% | 3 | -225,209 | -20.76% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 675,892 | 19,814 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 437,729 | 12,832 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 401,362 | 11,767 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 289,452 | 8,654 | 0.01% | 0.01% | 7 | +4,943 | 1.74% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 269,133 | 7,889 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FreeGulliver LLC | History | No change | 240,658 | 7,055 | 2.49% | 2.49% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 225,181 | 6,602 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 200,644 | 5,999 | 0.01% | — | 11 | +200,644 | New | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 199,739 | 5,855 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 169,744 | 4,976 | 0.3% | 0.3% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 142,866 | 4,188 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 118,508 | 3,474 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 113,945 | 3,436 | 0.01% | 0.01% | 16 | +400 | 0.35% | Q3 2026 | Oct 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 109,295 | 3,204 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 106,394 | 3,119 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 97,517 | 2,915 | 0.72% | 0.81% | 19 | -12,383 | -11.27% | Q3 2026 | Nov 02, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 90,094 | 2,693 | 1.03% | 0.93% | 20 | +3,424 | 3.95% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 83,374 | 2,492 | 0.01% | 0.01% | 21 | +9,639 | 13.07% | Q3 2026 | Nov 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 72,194 | 2,116 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 63,251 | 1,854 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 61,095 | 1,791 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 60,636 | 1,777 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 54,601 | 1,632 | 0.67% | 1.12% | 26 | -116,047 | -68.0% | Q3 2026 | Oct 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 51,547 | 1,511 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 50,209 | 1,471 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 47,370 | 1,416 | 0.01% | 0.01% | 29 | +978 | 2.11% | Q3 2026 | Oct 22, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 48,136 | 1,411 | 0.4% | 0.4% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 45,178 | 1,324 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 40,190 | 1,201 | 1.33% | — | 32 | +40,190 | New | Q3 2026 | Oct 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 38,760 | 1,136 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 38,528 | 1,129 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harvest Investment Services, LLC | History | No change | 35,705 | 1,046 | 0.16% | 0.16% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 34,868 | 1,022 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 32,991 | 986 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 33,155 | 971 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 31,981 | 937 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 31,483 | 922 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Atria Investments, Inc | History | Added to | 30,448 | 910 | 0.01% | 0.0% | 41 | +21,291 | 232.51% | Q3 2026 | Oct 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 29,977 | 896 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Summit Financial, LLC | History | No change | 28,516 | 835 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 27,837 | 832 | 0.3% | 0.31% | 44 | -200 | -0.71% | Q3 2026 | Oct 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 26,405 | 789 | 0.23% | 0.23% | 45 | +393 | 1.51% | Q3 2026 | Oct 15, 2026 |
| Capital Analysts, LLC | History | No change | 26,833 | 786 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | Added to | 23,378 | 699 | 0.04% | 0.03% | 47 | +289 | 1.25% | Q3 2026 | Oct 15, 2026 |
| Private Advisor Group, LLC | History | No change | 22,892 | 671 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Added to | 21,516 | 643 | 0.01% | 0.01% | 49 | +1,180 | 5.8% | Q3 2026 | Oct 16, 2026 |
| American Trust | History | No change | 21,730 | 637 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 21,261 | 635 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 20,238 | 605 | 0.21% | 0.2% | 52 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,821 | 562 | 0.0% | 0.0% | 53 | -132 | -0.7% | Q3 2026 | Oct 08, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 18,425 | 550 | 0.04% | 0.04% | 54 | -500 | -2.64% | Q3 2026 | Oct 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,623 | 516 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAM Wealth Management, LLC | History | Added to | 16,207 | 484 | 0.26% | 0.26% | 56 | +1,795 | 12.45% | Q3 2026 | Oct 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,086 | 480 | 0.14% | 0.15% | 57 | -1,640 | -9.25% | Q3 2026 | Oct 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 15,283 | 456 | 0.01% | 0.01% | 58 | +6,603 | 76.07% | Q3 2026 | Oct 23, 2026 |
| Sigma Planning Corp | History | Reduced | 14,915 | 445 | 0.01% | 0.01% | 59 | -1,910 | -11.35% | Q3 2026 | Oct 23, 2026 |
| Advisory Solutions Group, LLC | History | New | 14,339 | 428 | 0.09% | — | 60 | +14,339 | New | Q3 2026 | Oct 14, 2026 |
| RFG Advisory, LLC | History | New | 14,063 | 420 | 0.01% | — | 61 | +14,063 | New | Q3 2026 | Nov 03, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,929 | 408 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,560 | 398 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 12,002 | 351 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | No change | 11,659 | 341 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,662 | 340 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 11,115 | 325 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keystone Financial Group | History | No change | 10,250 | 300 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 10,008 | 299 | 0.03% | 0.03% | 69 | -224 | -2.19% | Q3 2026 | Oct 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,831 | 288 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 9,590 | 286 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,647 | 282 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,623 | 256 | 0.0% | 0.0% | 73 | +397 | 4.83% | Q3 2026 | Nov 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,655 | 254 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kelly Financial Services LLC | History | Reduced | 7,578 | 226 | 0.05% | 0.05% | 75 | -366 | -4.61% | Q3 2026 | Oct 20, 2026 |
| Mutual Advisors, LLC | History | No change | 7,439 | 218 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 6,900 | 206 | 0.01% | — | 77 | +6,900 | New | Q3 2026 | Nov 04, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,042 | 120 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 3,797 | 111 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,353 | 68 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,116 | 63 | 0.01% | 0.01% | 82 | -37 | -1.72% | Q3 2026 | Nov 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,165 | 63 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,899 | 56 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFS Partners, LLC | History | No change | 1,258 | 37 | 0.02% | 0.01% | 84 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,112 | 32 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,056 | 31 | 0.02% | 0.02% | 86 | +67 | 6.77% | Q3 2026 | Oct 28, 2026 |
| Benson Wealth Management INC | History | No change | 1,024 | 30 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMG Wealth Management, Inc. | History | No change | 611 | 18 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 440 | 12 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 330 | 9 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 300 | 8 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 245 | 7 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BFC Planning, Inc. | History | No change | 183 | 5 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Abound Wealth Management | History | New | 113 | 3 | 0.0% | — | 94 | +113 | New | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2026 | Nov 03, 2026 |