Latest Period
Q2 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
38
Shares (Excl. Options)
2,177,123
Price
$41.10
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- Security type / class
- Equity / Exchange Traded Fund
- Symbol
- AFSM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,177,123
- Total 13F value
- $89,347,621
- Portfolio coverage rank
- 0%
- Share change
- +344,183
- Value change
- +$14,257,972
- Number of holders
- 38
- Shares outstanding
- 2,805,464
- SEC-reported price per share
- $40.31
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.
- 38 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 32 to 38 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $76,079,784 to $89,347,621.
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 38 institutions filings for Q2 2026.
Security key
33740F797
Latest holder period
Q2 2026
13F holders
38
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 30 Jun 2026, 38 institutional investors reported holding 2,177,123 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM). This represents 78% 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
76%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| James J. Burns & Company, LLC | 20% | 557,503 | +1.1% | 2.5% | $22,913,398 |
| LPL Financial LLC | 9.9% | 276,705 | +52% | 0% | $11,372,576 |
| ENVESTNET ASSET MANAGEMENT INC | 7.1% | 200,060 | -0.46% | 0% | $8,222,463 |
| TRUIST FINANCIAL CORP | 6.9% | 193,577 | +0.25% | 0.01% | $7,956,006 |
| JPMORGAN CHASE & CO | 4.9% | 136,071 | -0.12% | 0% | $5,538,098 |
| Cetera Investment Advisers | 3% | 85,525 | +1.7% | 0% | $3,515,041 |
| Federation des caisses Desjardins du Quebec | 2.9% | 80,760 | +2.6% | 0.01% | $3,319,236 |
| MGO ONE SEVEN LLC | 2.9% | 80,087 | +8.9% | 0.05% | $3,291,576 |
| Kestra Advisory Services, LLC | 2.7% | 75,033 | +167% | 0.01% | $3,083,851 |
| Arax Advisory Partners | 2.3% | 64,966 | 0.02% | $2,670,103 | |
| IFG Advisory, LLC | 2.1% | 57,933 | 0.08% | $2,381,055 | |
| Ethos Financial Group, LLC | 1.7% | 48,163 | +6.2% | 0.13% | $1,901,316 |
| Snowden Capital Advisors LLC | 1.6% | 44,509 | -11% | 0.04% | $1,829,320 |
| OSAIC HOLDINGS, INC. | 1.4% | 38,843 | -14% | 0% | $1,596,533 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4% | 37,996 | 0% | $1,561,636 | |
| ADVISORTRUST PARTNERS, LLC | 0.81% | 22,705 | +32% | 0.32% | $933,176 |
| Farther Finance Advisors, LLC | 0.69% | 19,455 | +523% | 0.01% | $799,612 |
| Crusonia Wealth Advisors LLC | 0.64% | 17,824 | -5.2% | 0.12% | $732,576 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.56% | 15,591 | +46% | 0.18% | $640,770 |
| Moors & Cabot, Inc. | 0.53% | 14,880 | -11% | 0.02% | $611,568 |
| Tower Research Capital LLC (TRC) | 0.51% | 14,320 | -52% | 0.01% | $588,552 |
| Thrivent Financial for Lutherans | 0.46% | 12,793 | 0% | $526,000 | |
| SMITH, MOORE & CO. | 0.43% | 12,176 | +22% | 0.03% | $500,434 |
| WORLD EQUITY GROUP, INC. | 0.39% | 10,873 | +5.6% | 0.1% | $446,881 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.34% | 9,646 | +5.5% | 0% | $396,452 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
27
Latest
Q2 2026
Rows shown
1-25 of 27
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,177,123 | $89,347,621 | +$14,257,972 | $41.10 | 38 |
| 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 |