FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2019 to Q4 2025

Type / Class
Equity / Exchange Traded Fund
Symbol
AFSM
Shares outstanding
1,991,043
Price per share
$34.63
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,054,240
Total reported value
$67,543,773
% of total 13F portfolios
0%
Share change
+541,268
Value change
+$17,820,206
Number of holders
28
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 9.3% -26% $6,088,291 +$41,889 185,167 +0.69% TRUIST FINANCIAL CORP 31 Dec 2025

As of 31 Dec 2025, 28 institutional investors reported holding 2,054,240 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM). This represents 103% of the company’s total 1,991,043 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM) together control 103% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
James J. Burns & Company, LLC 26% 525,829 2.4% $17,289,239
CWM, LLC 17% 336,481 +115% 0.03% $11,064,000
ENVESTNET ASSET MANAGEMENT INC 9.5% 189,677 -35% 0% $6,236,595
TRUIST FINANCIAL CORP 9.3% 185,167 -35% 0.01% $6,088,296
LPL Financial LLC 5.9% 118,063 +84% 0% $3,881,922
JPMORGAN CHASE & CO 5.3% 106,115 +258% 0% $3,489,061
Cetera Investment Advisers 4.4% 88,041 +2.3% 0% $2,894,816
Federation des caisses Desjardins du Quebec 3.9% 77,213 -39% 0.01% $2,538,763
MGO ONE SEVEN LLC 3.5% 70,566 +555% 0.05% $2,320,210
IFG Advisory, LLC 3.1% 61,679 +1.2% 0.09% $2,027,986
OSAIC HOLDINGS, INC. 2.8% 54,933 +12% 0% $1,806,225
Ethos Financial Group, LLC 2.1% 41,131 -2.9% 0.1% $1,352,399
Snowden Capital Advisors LLC 2% 39,237 +8.6% 0.03% $1,290,113
Kestra Advisory Services, LLC 1.3% 26,863 -4.5% 0% $883,242
Crusonia Wealth Advisors LLC 0.94% 18,799 0% 0.14% $618,126
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.86% 17,033 0% $560,045
CREATIVE FINANCIAL DESIGNS INC /ADV 0.85% 16,911 -0.53% 0.04% $556,035
Moors & Cabot, Inc. 0.69% 13,668 -12% 0.02% $449,404
Beacon Financial Advisory LLC 0.59% 11,745 -16% 0.09% $386,173
WORLD EQUITY GROUP, INC. 0.51% 10,134 -23% 0.09% $333,206
FSB PREMIER WEALTH MANAGEMENT, INC. 0.47% 9,366 +15% 0.1% $307,965
KESTRA PRIVATE WEALTH SERVICES, LLC 0.46% 9,140 +0.04% 0% $300,516
SMITH, MOORE & CO. 0.44% 8,792 -6.6% 0.02% $289,081
WEDBUSH SECURITIES INC 0.35% 7,000 0.01% $230,000
Arkadios Wealth Advisors 0.32% 6,272 0% $206,223

Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,054,240 $67,543,773 +$17,820,206 $32.88 28
2025 Q3 1,494,174 $48,852,701 +$9,042,294 $32.71 31
2025 Q2 1,234,030 $36,871,781 +$4,773,209 $29.88 25
2025 Q1 1,081,961 $30,237,371 +$2,192,013 $27.95 21
2024 Q4 1,002,285 $30,148,690 +$20,787,960 $30.08 19
2024 Q3 248,946 $7,675,115 -$284,636 $30.83 11
2024 Q2 262,388 $7,423,477 +$6,220,728 $28.29 10
2024 Q1 42,512 $1,245,803 -$1,293,521 $29.30 5
2023 Q4 90,252 $2,470,055 -$200,242 $27.37 6
2023 Q3 97,569 $2,349,091 +$49,094 $24.08 5
2023 Q2 95,527 $2,368,752 -$975,748 $24.80 6
2023 Q1 137,091 $3,182,742 -$40,772 $23.22 6
2022 Q4 138,836 $3,138,810 +$2,692,757 $22.61 4
2022 Q3 20,046 $417,121 -$206,638 $20.81 3
2022 Q2 29,629 $644,000 -$97,284 $21.74 4
2022 Q1 33,886 $869,000 +$236,342 $25.58 4
2021 Q4 24,656 $684,000 -$687,430 $27.75 3
2021 Q3 49,566 $1,283,000 +$890,211 $25.84 4
2021 Q2 15,170 $404,000 -$206,943 $26.64 3
2021 Q1 22,963 $576,000 -$198,882 $25.08 3
2020 Q4 30,483 $674,000 +$99,350 $22.11 2
2020 Q3 25,992 $468,000 -$182,333 $18.02 2
2020 Q2 36,138 $608,000 -$193,877 $16.82 1
2020 Q1 50,733 $694,000 +$64,932 $13.67 2
2019 Q4 45,954 $943,000 +$943,000 $20.52 1