FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFY
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 | Reduced | 435,658 | 9,750 | 0.0% | 0.0% | 1 | -2,026 | -0.46% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | New | 434,658 | 9,728 | 0.02% | — | 2 | +434,658 | New | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 392,024 | 8,773 | 0.02% | 0.02% | 3 | -22,248 | -5.37% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 337,704 | 7,557 | 0.01% | 0.02% | 4 | -205,274 | -37.81% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 224,728 | 5,029 | 0.01% | 0.0% | 5 | +50,402 | 28.91% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 155,908 | 3,489 | 0.05% | 0.0% | 6 | +141,350 | 970.94% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 117,633 | 2,632 | 0.15% | 0.14% | 7 | +10,650 | 9.95% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 89,496 | 2,002 | 0.04% | — | 8 | +89,496 | New | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 77,192 | 1,740 | 0.19% | 0.27% | 9 | -3,771 | -4.66% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 66,855 | 1,496 | 0.01% | 0.02% | 10 | +6,344 | 10.48% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 66,240 | 1,482 | 0.01% | 0.0% | 11 | +10,715 | 19.3% | Q1 2026 | Jun 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 59,781 | 1,338 | 0.04% | 0.04% | 12 | +4,456 | 8.05% | Q1 2026 | Apr 21, 2026 |
| Visionary Wealth Advisors | History | New | 59,047 | 1,321 | 0.06% | — | 13 | +59,047 | New | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 57,902 | 1,296 | 0.0% | 0.0% | 14 | +40,662 | 235.86% | Q1 2026 | Apr 30, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 49,132 | 1,099 | 0.06% | 0.05% | 15 | +7,243 | 17.29% | Q1 2026 | Apr 20, 2026 |
| Opus Financial Solutions LLC | History | Added to | 45,681 | 1,022 | 0.96% | 0.57% | 16 | +18,497 | 68.04% | Q1 2026 | May 08, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 42,642 | 954 | 0.2% | 0.99% | 17 | -93,374 | -68.65% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 37,836 | 846 | 0.01% | 0.01% | 18 | +7,844 | 26.15% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 36,052 | 806 | 0.01% | 0.01% | 19 | +12,649 | 54.05% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 35,625 | 797 | 0.0% | — | 20 | +35,625 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 33,451 | 754 | 0.04% | 0.04% | 21 | -3,722 | -10.01% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 31,840 | 712 | 0.0% | 0.0% | 22 | +12,949 | 68.55% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,138 | 652 | 0.0% | 0.0% | 23 | +15,002 | 106.13% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 28,635 | 640 | 0.0% | 0.0% | 24 | +9,000 | 45.84% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 26,462 | 592 | 0.01% | 0.0% | 25 | +12,025 | 83.29% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 24,326 | 544 | 0.18% | 0.17% | 26 | +786 | 3.34% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,898 | 534 | 0.0% | 0.0% | 27 | -4,760 | -16.61% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,706 | 532 | 0.0% | 0.0% | 28 | -14,152 | -37.38% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 23,352 | 522 | 0.0% | — | 29 | +23,352 | New | Q1 2026 | May 12, 2026 |
| Capasso Planning Partners LLC | History | No change | 22,820 | 510 | 0.28% | 0.28% | 30 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 21,941 | 491 | 0.1% | 0.08% | 31 | +5,620 | 34.43% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Added to | 21,350 | 477 | 0.06% | 0.05% | 32 | +4,748 | 28.6% | Q1 2026 | Apr 21, 2026 |
| Chris Bulman Inc | History | Added to | 21,185 | 474 | 0.21% | 0.2% | 33 | +449 | 2.17% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 20,882 | 467 | 0.01% | — | 34 | +20,882 | New | Q1 2026 | Apr 15, 2026 |
| Baker Avenue Asset Management, LP | History | New | 18,941 | 423 | 0.01% | — | 35 | +18,941 | New | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 18,397 | 411 | 0.03% | 0.02% | 36 | +6,549 | 55.28% | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | New | 17,967 | 402 | 0.31% | — | 37 | +17,967 | New | Q1 2026 | May 19, 2026 |
| Capital Analysts, LLC | History | Added to | 13,822 | 309 | 0.01% | 0.0% | 38 | +13,218 | 2188.41% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 13,436 | 300 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | New | 13,219 | 295 | 0.0% | — | 40 | +13,219 | New | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,905 | 288 | 0.0% | 0.0% | 41 | +818 | 6.77% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 11,274 | 252 | 0.01% | 0.0% | 42 | +10,097 | 857.86% | Q1 2026 | Apr 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 11,091 | 248 | 0.0% | 0.0% | 43 | -2,286 | -17.09% | Q1 2026 | May 12, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 9,818 | 219 | 0.08% | 0.08% | 44 | +198 | 2.06% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | New | 9,725 | 217 | 0.01% | — | 45 | +9,725 | New | Q1 2026 | Apr 21, 2026 |
| Advisory Resource Group | History | New | 9,435 | 211 | 0.04% | — | 46 | +9,435 | New | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | New | 9,216 | 206 | 0.08% | — | 47 | +9,216 | New | Q1 2026 | May 11, 2026 |
| MCDONALD PARTNERS LLC | History | New | 9,000 | 201 | 0.05% | — | 48 | +9,000 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 7,793 | 174 | 0.0% | — | 49 | +7,793 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,590 | 169 | 0.01% | 0.0% | 50 | +995 | 15.09% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | New | 6,700 | 149 | 0.43% | — | 51 | +6,700 | New | Q1 2026 | May 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 6,410 | 143 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,500 | 56 | 0.0% | — | 53 | +2,500 | New | Q1 2026 | Apr 07, 2026 |
| Ameritas Advisory Services, LLC | History | New | 290 | 6 | 0.0% | — | 54 | +290 | New | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,139 | -100.0% | Q1 2026 | May 14, 2026 |