Security Snapshot

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August (AUGM) Institutional Ownership

CUSIP: 33740U562

13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

46

Shares (Excl. Options)

438,087

Price

$34.03

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Type / Class
Equity / FT Vest U.S. Equity Max Buffer ETF - August
Symbol
AUGM
Shares outstanding
1,000,290
Price per share
$33.87
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
438,087
Total reported value
$14,906,813
% of total 13F portfolios
0%
Share change
-5,782
Value change
-$194,623
Number of holders
46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • AUGM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August is tracked under CUSIP 33740U562.
  • 46 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 46 to 5 between Q4 2025 and Q1 2026.
  • Reported value moved from $14,906,813 to $905,661.

Why This Matters

  • 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.

Official SEC Source

Backed by Form 13F

Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.

See Original Filing

Investment Quick Answers

What is CUSIP 33740U562?
CUSIP 33740U562 identifies AUGM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August (AUGM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 12% +66% $4,010,575 +$1,394,707 117,234 +53% First Trust Portfolios L.P. 28 Feb 2026

As of 31 Dec 2025, 46 institutional investors reported holding 438,087 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August (AUGM). This represents 44% of the company’s total 1,000,290 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August (AUGM) together control 36% 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
COMMONWEALTH EQUITY SERVICES, LLC 3.6% 35,817 -4% 0% $1,218,790
Kestra Advisory Services, LLC 3.2% 32,149 +15% 0% $1,093,973
Cetera Investment Advisers 2.2% 21,653 -15% 0% $736,813
Glen Eagle Advisors, LLC 1.9% 18,730 0% 0.09% $637,348
Grantvest Financial Group LLC 1.7% 17,269 -20% 0.38% $587,633
Clear Creek Financial Management, LLC 1.7% 17,022 +12% 0.05% $579,228
IFP Advisors, Inc 1.6% 16,020 0% 0.01% $545,132
CENTAURUS FINANCIAL, INC. 1.5% 14,999 0% 0.02% $510,000
CWM, LLC 1.5% 14,664 -0.44% 0% $499,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.4% 13,859 -72% 0% $471,597
AE Wealth Management LLC 1.3% 13,156 +84% 0% $447,675
Janney Montgomery Scott LLC 1.3% 12,943 0% 0% $440,000
TRUIST FINANCIAL CORP 1.2% 12,112 +0.31% 0% $412,150
CAPTRUST FINANCIAL ADVISORS 1.1% 11,250 0% 0% $382,817
OSAIC HOLDINGS, INC. 1.1% 11,060 -2.2% 0% $376,359
Main Street Financial Solutions, LLC 1.1% 10,986 0% 0.03% $373,834
Waverly Advisors, LLC 1.1% 10,973 0% $373,391
Americana Partners, LLC 1% 10,323 -0.39% 0.01% $351,273
Ameritas Advisory Services, LLC 1% 10,248 0.01% $348,721
IMC-Chicago, LLC 1% 10,221 -26% 0.01% $347,802
Ashton Thomas Private Wealth, LLC 0.98% 9,819 0% 0.01% $334,123
Cambridge Investment Research Advisors, Inc. 0.98% 9,795 -0.52% 0% $333,000
ENVESTNET ASSET MANAGEMENT INC 0.95% 9,513 -1.1% 0% $323,710
Brookstone Capital Management 0.89% 8,870 -15% 0% $301,830
Mariner, LLC 0.82% 8,196 0% 0% $278,895

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August (AUGM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 26,751 $905,661 -$307,735 $33.87 5
2025 Q4 438,087 $14,906,813 -$194,623 $34.03 46
2025 Q3 459,152 $15,447,752 +$5,271,190 $33.64 41
2025 Q2 302,890 $9,954,636 -$2,822,549 $32.87 32
2025 Q1 391,671 $12,404,056 -$2,305,126 $31.70 32
2024 Q4 464,093 $14,786,093 -$7,644,400 $31.86 35
2024 Q3 670,405 $21,170,017 +$21,170,017 $31.58 29

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