FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 3,993,430 | 105,945 | 0.03% | 0.02% | 1 | +837,905 | 26.55% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,987,289 | 79,252 | 0.02% | 0.02% | 2 | +697,512 | 30.46% | Q4 2025 | Feb 18, 2026 |
| Forge Financial Services LLC | History | Added to | 2,975,092 | 78,929 | 33.75% | 31.1% | 3 | +415,542 | 16.23% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,750,091 | 46,429 | 0.07% | 0.06% | 4 | +136,665 | 8.47% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,235,242 | 32,770 | 0.01% | 0.01% | 5 | +3,689 | 0.3% | Q4 2025 | Feb 10, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 1,203,876 | 32,023 | 3.15% | 3.57% | 6 | -97,370 | -7.48% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,059,702 | 28,113 | 0.12% | 0.12% | 7 | +72,789 | 7.38% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 873,047 | 23,162 | 0.06% | 0.06% | 8 | +78,374 | 9.86% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 827,695 | 21,958 | 0.02% | 0.02% | 9 | +315,792 | 61.69% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 776,713 | 20,606 | 1.19% | 0.82% | 10 | +259,393 | 50.14% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 712,423 | 18,900 | 0.03% | 0.02% | 11 | +166,734 | 30.55% | Q4 2025 | Feb 02, 2026 |
| Rise Advisors, LLC | History | Added to | 656,390 | 17,414 | 6.21% | 3.25% | 12 | +306,580 | 87.64% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 649,275 | 17,225 | 0.02% | 0.03% | 13 | -210,592 | -24.49% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 556,321 | 14,759 | 0.18% | 0.15% | 14 | +126,323 | 29.38% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 528,132 | 14,011 | 0.34% | 0.35% | 15 | -9,895 | -1.84% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 331,009 | 8,781 | 0.21% | 0.18% | 16 | +45,676 | 16.01% | Q4 2025 | Feb 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 279,588 | 7,417 | 1.28% | 1.2% | 17 | +29,652 | 11.86% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 207,597 | 5,508 | 0.01% | 0.01% | 18 | +26,536 | 14.66% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 182,614 | 4,859 | 0.01% | 0.01% | 19 | +8,734 | 5.02% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 157,832 | 4,187 | 0.01% | 0.01% | 20 | +15,127 | 10.6% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 150,342 | 3,988 | 0.54% | 0.53% | 21 | +4,282 | 2.93% | Q4 2025 | Feb 13, 2026 |
| Goldenstone Wealth Management LLC | History | New | 142,999 | 3,793 | 2.84% | — | 22 | +142,999 | New | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 128,246 | 3,402 | 0.07% | 0.08% | 23 | -1,376 | -1.06% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 123,507 | 3,276 | 0.05% | 0.04% | 24 | +27,523 | 28.67% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 101,817 | 2,701 | 0.01% | 0.01% | 25 | +22,394 | 28.2% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 99,344 | 2,635 | 0.12% | 0.11% | 26 | +10,334 | 11.61% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Added to | 93,427 | 2,478 | 0.11% | 0.1% | 27 | +6,549 | 7.54% | Q4 2025 | Feb 12, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 85,607 | 2,272 | 0.88% | 0.98% | 28 | -2,232 | -2.54% | Q4 2025 | Jan 21, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 83,924 | 2,226 | 0.52% | 0.55% | 29 | -3,016 | -3.47% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Added to | 78,661 | 2,086 | 0.02% | 0.01% | 30 | +32,650 | 70.96% | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 77,604 | 2,058 | 0.02% | 0.02% | 31 | -29,653 | -27.65% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 77,431 | 2,054 | 0.11% | 0.03% | 32 | +58,469 | 308.35% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 74,942 | 1,988 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 72,213 | 1,915 | 0.06% | 0.07% | 34 | +335 | 0.47% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 69,722 | 1,849 | 0.56% | 0.48% | 35 | +10,225 | 17.19% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 68,184 | 1,808 | 0.12% | 0.12% | 36 | -735 | -1.07% | Q4 2025 | Feb 20, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 65,940 | 1,749 | 0.63% | 0.56% | 37 | +6,588 | 11.1% | Q4 2025 | Jan 26, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 64,642 | 1,714 | 0.79% | 1.56% | 38 | -64,804 | -50.06% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Added to | 63,204 | 1,676 | 0.02% | 0.02% | 39 | +308 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 62,885 | 1,668 | 0.01% | — | 40 | +62,885 | New | Q4 2025 | Feb 18, 2026 |
| Prospera Financial Services Inc | History | Added to | 57,208 | 1,517 | 0.02% | 0.02% | 41 | +10,042 | 21.29% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 51,566 | 1,368 | 0.02% | 0.03% | 42 | +3,022 | 6.23% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 49,553 | 1,321 | 0.04% | 0.04% | 43 | +8,333 | 20.22% | Q4 2025 | Jan 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 47,971 | 1,272 | 0.7% | 0.63% | 44 | +4,703 | 10.87% | Q4 2025 | Jan 14, 2026 |
| Harvest Investment Services, LLC | History | Added to | 47,235 | 1,253 | 0.24% | 0.22% | 45 | +5,850 | 14.14% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 41,120 | 1,090 | 0.3% | 0.3% | 46 | -10,658 | -20.58% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 40,304 | 1,069 | 0.0% | 0.0% | 47 | -196 | -0.48% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 37,503 | 994 | 0.09% | 0.03% | 48 | +22,568 | 151.11% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,744 | 975 | 0.0% | 0.0% | 49 | +349 | 0.96% | Q4 2025 | Feb 11, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 36,715 | 974 | 0.3% | 0.33% | 50 | -2,670 | -6.78% | Q4 2025 | Feb 11, 2026 |
| Nvest Financial, LLC | History | Added to | 36,298 | 962 | 0.4% | 0.4% | 51 | +9,650 | 36.21% | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 34,871 | 925 | 0.2% | 0.13% | 52 | +10,992 | 46.03% | Q4 2025 | Jan 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 34,763 | 922 | 0.29% | 0.3% | 53 | -240 | -0.69% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | Reduced | 33,921 | 900 | 0.03% | 0.03% | 54 | -5,943 | -14.91% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,079 | 877 | 0.0% | 0.0% | 55 | +16,999 | 105.72% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 30,521 | 809 | 0.39% | 0.34% | 56 | +1,641 | 5.68% | Q4 2025 | Feb 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 28,316 | 751 | 0.01% | — | 57 | +28,316 | New | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | New | 26,924 | 714 | 0.0% | — | 58 | +26,924 | New | Q4 2025 | Feb 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 25,500 | 676 | 0.19% | 0.13% | 59 | +7,115 | 38.7% | Q4 2025 | Jan 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 23,964 | 635 | 0.0% | 0.0% | 60 | +758 | 3.27% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 23,723 | 629 | 0.04% | 0.03% | 61 | +4,404 | 22.8% | Q4 2025 | Jan 30, 2026 |
| GoalVest Advisory LLC | History | Added to | 22,282 | 591 | 0.11% | 0.1% | 62 | +3,746 | 20.21% | Q4 2025 | Jan 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 21,866 | 580 | 0.01% | 0.01% | 63 | -4,689 | -17.66% | Q4 2025 | Jan 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 21,564 | 572 | 0.03% | — | 64 | +21,564 | New | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | New | 19,321 | 512 | 0.06% | — | 65 | +19,321 | New | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,060 | 505 | 0.02% | 0.01% | 66 | +8,676 | 83.55% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,834 | 499 | 0.0% | 0.0% | 67 | -25,694 | -57.7% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 18,572 | 492 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SLT Holdings LLC | History | No change | 18,572 | 492 | 0.32% | 0.31% | 69 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Investment Management, LLC | History | Added to | 17,855 | 473 | 0.01% | 0.01% | 70 | +465 | 2.67% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,839 | 446 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 16,475 | 437 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 15,878 | 421 | 0.0% | 0.0% | 73 | +7,063 | 80.12% | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,512 | 411 | 0.0% | 0.0% | 74 | +2,016 | 14.94% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 15,345 | 407 | 0.01% | 0.01% | 75 | +6,399 | 71.53% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | New | 15,240 | 404 | 0.03% | — | 76 | +15,240 | New | Q4 2025 | Feb 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 14,828 | 393 | 0.13% | 0.13% | 77 | +110 | 0.75% | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 14,686 | 389 | 0.11% | 0.07% | 78 | +6,155 | 72.15% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,520 | 385 | 0.0% | 0.0% | 79 | +250 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,426 | 356 | 0.01% | 0.0% | 80 | +2,486 | 22.72% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 13,350 | 354 | 0.05% | 0.07% | 82 | -4,413 | -24.84% | Q4 2025 | Jan 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 13,365 | 354 | 0.0% | 0.0% | 81 | +390 | 3.01% | Q4 2025 | Jan 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 13,291 | 352 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WCG Wealth Advisors LLC | History | New | 13,200 | 350 | 0.01% | — | 84 | +13,200 | New | Q4 2025 | Feb 10, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 12,603 | 336 | 0.01% | 0.01% | 85 | -78 | -0.62% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | New | 11,860 | 314 | 0.01% | — | 86 | +11,860 | New | Q4 2025 | Feb 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 11,805 | 313 | 0.09% | — | 87 | +11,805 | New | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,700 | 310 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cambridge Advisors Inc. | History | New | 11,545 | 306 | 0.06% | — | 89 | +11,545 | New | Q4 2025 | Jan 21, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 11,500 | 305 | 0.1% | 0.09% | 90 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,455 | 277 | 0.0% | — | 91 | +10,455 | New | Q4 2025 | Feb 12, 2026 |
| Bison Wealth, LLC | History | New | 10,478 | 273 | 0.03% | — | 92 | +10,478 | New | Q4 2025 | Mar 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,078 | 267 | 0.01% | 0.01% | 93 | +11 | 0.11% | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,000 | 265 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Arkadios Wealth Advisors | History | New | 9,925 | 263 | 0.01% | — | 95 | +9,925 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 9,871 | 261 | 0.01% | — | 96 | +9,871 | New | Q4 2025 | Jan 14, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 9,660 | 256 | 0.16% | 0.17% | 97 | -426 | -4.22% | Q4 2025 | Jan 06, 2026 |
| Mariner, LLC | History | New | 9,200 | 244 | 0.0% | — | 98 | +9,200 | New | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,412 | 223 | 0.07% | 0.07% | 99 | -466 | -5.25% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | New | 7,700 | 204 | 0.02% | — | 100 | +7,700 | New | Q4 2025 | Jan 23, 2026 |
| Apollon Financial, LLC | History | New | 7,556 | 200 | 0.03% | — | 101 | +7,556 | New | Q4 2025 | Jan 22, 2026 |
| Sigma Planning Corp | History | Added to | 18,811 | 198 | 0.01% | 0.01% | 103 | +6,308 | 50.45% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 7,481 | 198 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Benson Wealth Management INC | History | New | 6,576 | 174 | 0.19% | — | 104 | +6,576 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 5,355 | 142 | 0.05% | 0.1% | 105 | -3,697 | -40.84% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 5,092 | 135 | 0.12% | — | 106 | +5,092 | New | Q4 2025 | Feb 10, 2026 |
| IMG Wealth Management, Inc. | History | No change | 4,500 | 119 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Signature Equity Partners, LLC | History | New | 4,310 | 114 | 0.06% | — | 108 | +4,310 | New | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 3,698 | 98 | 0.01% | — | 109 | +3,698 | New | Q4 2025 | Feb 25, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,476 | 92 | 0.0% | — | 110 | +3,476 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 3,233 | 85 | 0.0% | 0.0% | 111 | +2,684 | 488.89% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,170 | 84 | 0.0% | 0.0% | 112 | -215 | -6.35% | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2,117 | 56 | 0.04% | — | 113 | +2,117 | New | Q4 2025 | Feb 19, 2026 |
| Arax Advisory Partners | History | New | 2,101 | 55 | 0.0% | — | 114 | +2,101 | New | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,750 | 46 | 0.02% | 0.03% | 115 | -1,750 | -50.0% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 372 | 9 | 0.0% | — | 117 | +372 | New | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 348 | 9 | 0.0% | — | 118 | +348 | New | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | New | 344 | 9 | 0.0% | — | 116 | +344 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 3.9% | — | -272,868 | -100.0% | Q3 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20 | 0 | — | 0.0% | — | -116,488 | -99.98% | Q4 2025 | Feb 11, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -41,389 | -100.0% | Q3 2025 | Nov 05, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,395 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,374 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,636 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Oct 29, 2025 |