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
$32.88
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,494,174
Total reported value
$48,852,701
% of total 13F portfolios
0%
Share change
+276,092
Value change
+$9,042,294
Number of holders
31
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 30 Sep 2025, 31 institutional investors reported holding 1,494,174 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM). This represents 75% 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 75% 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
ENVESTNET ASSET MANAGEMENT INC 15% 292,610 +3% 0% $9,570,496
TRUIST FINANCIAL CORP 14% 284,550 +2.8% 0.01% $9,306,864
CWM, LLC 7.9% 156,854 +51% 0.02% $5,130,000
Federation des caisses Desjardins du Quebec 6.4% 127,314 +4.4% 0.02% $4,164,059
Cetera Investment Advisers 4.3% 86,067 +39% 0% $2,815,046
LPL Financial LLC 3.2% 64,226 +16% 0% $2,100,646
Rockport Wealth LLC 3.2% 64,046 0.43% $2,094,772
IFG Advisory, LLC 3.1% 60,948 +4.2% 0.09% $1,993,460
OSAIC HOLDINGS, INC. 2.5% 49,153 +132% 0% $1,590,229
CITADEL ADVISORS LLC 2.2% 43,360 0% $1,418,189
Ethos Financial Group, LLC 2.1% 42,341 0.11% $1,384,860
Snowden Capital Advisors LLC 1.8% 36,146 +9.5% 0.03% $1,182,238
JPMORGAN CHASE & CO 1.5% 29,617 0% $968,692
Kestra Advisory Services, LLC 1.4% 28,128 -15% 0% $919,988
CREATIVE FINANCIAL DESIGNS INC /ADV 0.85% 17,001 -0.09% 0.04% $556,057
Prospera Financial Services Inc 0.84% 16,718 0% 0.01% $546,799
Moors & Cabot, Inc. 0.78% 15,538 +2% 0.02% $508,206
Beacon Financial Advisory LLC 0.71% 14,061 -82% 0.11% $459,891
WORLD EQUITY GROUP, INC. 0.66% 13,223 -4.2% 0.1% $432,486
MGO ONE SEVEN LLC 0.54% 10,770 0.01% $352,258
SMITH, MOORE & CO. 0.47% 9,417 +7.7% 0.02% $308,005
KESTRA PRIVATE WEALTH SERVICES, LLC 0.46% 9,136 +15% 0% $298,820
FSB PREMIER WEALTH MANAGEMENT, INC. 0.41% 8,174 0.09% $267,352
GOLDMAN SACHS GROUP INC 0.31% 6,127 0% $200,398
Tower Research Capital LLC (TRC) 0.19% 3,823 0% $125,040

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 51,265 $1,685,605 -$141,351 $32.88 2
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