FIRST TRUST EXCHANGE-TRADED FUND VIII - XAUG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | History | Added to | 87,580 | 3,278 | 0.0% | 0.0% | 1 | +4,669 | 5.63% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Reduced | 51,487 | 1,927 | 0.0% | 0.0% | 2 | -1,297 | -2.46% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 39,950 | 1,495 | 0.0% | 0.0% | 3 | -30 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Diligent Investors, LLC | History | Reduced | 38,815 | 1,453 | 0.36% | 0.36% | 4 | -200 | -0.51% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 29,401 | 1,100 | 0.0% | 0.01% | 5 | -6,058 | -17.08% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 27,673 | 1,035 | 0.03% | 0.03% | 6 | -634 | -2.24% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,321 | 798 | 0.0% | 0.0% | 7 | -2,319 | -9.81% | Q4 2025 | Feb 17, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 17,358 | 649 | 0.05% | 0.05% | 8 | -205 | -1.17% | Q4 2025 | Jan 16, 2026 |
| IMC-Chicago, LLC | History | New | 16,896 | 632 | 0.0% | — | 9 | +16,896 | New | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,912 | 595 | 0.0% | 0.0% | 10 | -295 | -1.82% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 15,404 | 576 | 0.0% | 0.0% | 11 | +2,427 | 18.7% | Q4 2025 | Feb 11, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 14,291 | 534 | 1.26% | 1.29% | 12 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12,411 | 464 | 0.01% | 0.01% | 13 | -5,484 | -30.65% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | No change | 11,600 | 434 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,975 | 374 | 0.03% | 0.02% | 15 | +4,223 | 73.42% | Q4 2025 | Jan 15, 2026 |
| 1776 Wealth LLC | History | No change | 9,649 | 361 | 0.14% | 0.14% | 16 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,792 | 329 | 0.01% | 0.01% | 17 | -325 | -3.56% | Q4 2025 | Feb 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,188 | 306 | 0.0% | 0.0% | 18 | -135 | -1.62% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,697 | 288 | 0.0% | 0.0% | 19 | -319 | -3.98% | Q4 2025 | Feb 10, 2026 |
| Sequent Planning LLC | History | Added to | 6,630 | 248 | 0.06% | 0.06% | 20 | +601 | 9.97% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,433 | 203 | 0.0% | — | 21 | +5,433 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 5,313 | 198 | 0.0% | 0.0% | 22 | +1,994 | 60.08% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,996 | 150 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,652 | 136 | 0.02% | 0.02% | 24 | -136 | -3.59% | Q4 2025 | Feb 09, 2026 |
| PFS Partners, LLC | History | No change | 3,234 | 121 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,503 | 93 | 0.0% | — | 26 | +2,503 | New | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,200 | 82 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,331 | 49 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,163 | 43 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 458 | 17 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Reduced | 54 | 2 | 0.0% | 0.0% | 31 | -2 | -3.57% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,971 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,416 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Crewe Advisors LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 16, 2026 |