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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | History | New | 434,658 | 9,728 | 0.02% | — | 1 | +434,658 | New | Q1 2026 | Apr 22, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 77,192 | 1,740 | 0.19% | 0.27% | 2 | -3,771 | -4.66% | Q1 2026 | Apr 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 59,781 | 1,338 | 0.04% | 0.04% | 3 | +4,456 | 8.05% | Q1 2026 | Apr 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 49,132 | 1,099 | 0.06% | 0.05% | 4 | +7,243 | 17.29% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 37,836 | 846 | 0.01% | 0.01% | 5 | +7,844 | 26.15% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 36,052 | 806 | 0.01% | 0.01% | 6 | +12,649 | 54.05% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 24,326 | 544 | 0.18% | 0.17% | 7 | +786 | 3.34% | Q1 2026 | Apr 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,706 | 532 | 0.0% | 0.0% | 8 | -14,152 | -37.38% | Q1 2026 | Apr 08, 2026 |
| Claro Advisors Inc. | History | Added to | 21,350 | 477 | 0.06% | 0.05% | 9 | +4,748 | 28.6% | Q1 2026 | Apr 21, 2026 |
| Chris Bulman Inc | History | Added to | 21,185 | 474 | 0.21% | 0.2% | 10 | +449 | 2.17% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 20,882 | 467 | 0.01% | — | 11 | +20,882 | New | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Added to | 11,274 | 252 | 0.01% | 0.0% | 12 | +10,097 | 857.86% | Q1 2026 | Apr 13, 2026 |
| OneAscent Financial Services LLC | History | New | 9,725 | 217 | 0.01% | — | 13 | +9,725 | New | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,500 | 56 | 0.0% | — | 14 | +2,500 | New | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -542,978 | -100.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -437,684 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -414,272 | -100.0% | Q4 2025 | Mar 16, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -174,326 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -136,016 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -106,983 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -60,511 | -100.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,525 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -37,173 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,658 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Opus Financial Solutions LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -27,184 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Capasso Planning Partners LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -22,820 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,635 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,891 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,240 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -16,321 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,558 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,437 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,136 | -100.0% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,436 | -100.0% | Q4 2025 | Feb 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,377 | -100.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,087 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,848 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Lunt Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -9,620 | -100.0% | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,139 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,595 | -100.0% | Q4 2025 | Feb 11, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -6,410 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -604 | -100.0% | Q4 2025 | Feb 11, 2026 |