Latest Period
Q1 2026
Security Snapshot
FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM) Institutional Ownership
CUSIP: 33740F797
13F Institutional Holders and Ownership History from Q4 2019 to Q2 2026
Institutions Reporting
32
Shares (Excl. Options)
2,319,474
Price
$32.86
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- Security type / class
- Equity / Exchange Traded Fund
- Symbol
- AFSM
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,319,474
- Total 13F value
- $76,079,784
- Portfolio coverage rank
- 0%
- Share change
- +247,662
- Value change
- +$8,106,125
- Number of holders
- 32
- Shares outstanding
- 2,805,464
- SEC-reported price per share
- $41.10
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund is tracked under CUSIP 33740F797.
- 32 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 32 to 11 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $76,079,784 to $13,904,645.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 32 institutions filings for Q1 2026.
Security key
33740F797
Latest holder period
Q1 2026
13F holders
32
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F797:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
AFSM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 6.9% | -27% | $7,956,034 | +$345,652 | 193,577 | +4.5% | TRUIST FINANCIAL CORP | 30 Jun 2026 |
As of 31 Mar 2026, 32 institutional investors reported holding 2,319,474 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM). This represents 83% of the company’s total 2,805,464 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
82%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| James J. Burns & Company, LLC | 20% | 551,235 | +4.8% | 2.5% | $18,113,589 |
| CWM, LLC | 15% | 422,615 | +26% | 0.04% | $13,887,116 |
| ENVESTNET ASSET MANAGEMENT INC | 7.2% | 200,984 | +6% | 0% | $6,604,340 |
| TRUIST FINANCIAL CORP | 6.9% | 193,088 | +4.3% | 0.01% | $6,344,871 |
| LPL Financial LLC | 6.5% | 182,365 | +54% | 0% | $5,992,504 |
| JPMORGAN CHASE & CO | 4.9% | 136,237 | +28% | 0% | $4,337,808 |
| Cetera Investment Advisers | 3% | 84,058 | -4.5% | 0% | $2,762,148 |
| Federation des caisses Desjardins du Quebec | 2.8% | 78,734 | +2% | 0.01% | $2,587,199 |
| MGO ONE SEVEN LLC | 2.6% | 73,518 | +4.2% | 0.05% | $2,415,801 |
| U.S. Capital Wealth Advisors, LLC | 2.3% | 63,919 | 0.05% | $2,100,378 | |
| Snowden Capital Advisors LLC | 1.8% | 50,189 | +28% | 0.04% | $1,649,211 |
| Ethos Financial Group, LLC | 1.6% | 45,344 | +10% | 0.11% | $1,489,992 |
| OSAIC HOLDINGS, INC. | 1.6% | 45,126 | -18% | 0% | $1,482,774 |
| Tower Research Capital LLC (TRC) | 1.1% | 29,686 | 0.03% | $975,482 | |
| Kestra Advisory Services, LLC | 1% | 28,109 | +4.6% | 0% | $923,647 |
| Crusonia Wealth Advisors LLC | 0.67% | 18,801 | +0.01% | 0.13% | $617,786 |
| ADVISORTRUST PARTNERS, LLC | 0.61% | 17,162 | 0% | 0.23% | $563,943 |
| Moors & Cabot, Inc. | 0.59% | 16,682 | +22% | 0.02% | $548,171 |
| CITADEL ADVISORS LLC | 0.5% | 14,125 | 0% | $464,148 | |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.38% | 10,651 | +14% | 0.11% | $349,976 |
| WORLD EQUITY GROUP, INC. | 0.37% | 10,292 | +1.6% | 0.09% | $338,196 |
| SMITH, MOORE & CO. | 0.36% | 9,971 | +13% | 0.02% | $327,647 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.33% | 9,142 | +0.02% | 0% | $300,414 |
| WEDBUSH SECURITIES INC | 0.25% | 7,000 | 0% | 0.01% | $230,000 |
| RFG Advisory, LLC | 0.25% | 6,875 | 0% | $225,901 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
27
Latest
Q1 2026
Rows shown
1-25 of 27
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 338,305 | $13,904,645 | +$3,268,347 | $41.10 | 11 |
| 2026 Q1 | 2,319,474 | $76,079,784 | +$8,106,125 | $32.86 | 32 |
| 2025 Q4 | 2,071,402 | $68,108,060 | +$17,820,206 | $32.88 | 29 |
| 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 |