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

Q: What does CUSIP 33740U562 represent in this 13F holders report?

CUSIP 33740U562 is the security identifier for AUGM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August used to aggregate holder disclosures.

Q: How many institutions held AUGM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August in Q4 2024?

35 institutional investors reported AUGM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August for Q4 2024. Use the holders table for investor-level position and value details.

CUSIP: 33740U562

Q4 2024 13F Holders as of 31 Dec 2024

Security type / class: Equity / FT Vest U.S. Equity Max Buffer ETF - August
Total 13F shares: 464,093
Total 13F value: $14,786,093
Share change: -242,559
SEC-reported price per share: $31.86
Number of holders: 35
Value change: -$7,644,400
Number of buys: 13
Number of sells: 11
Shares outstanding: 924,957

Security key

33740U562

Report period

Q4 2024

Institutions

Top holders

AUGM full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2025 FIRST TRUST EXCHANGE-TRADED FUND VIII SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 33740U562

Newer quarter: Q3 2025

Recent filing periods:

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Ownership snapshot

Top reported holders of AUGM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - August (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

Arax Advisory Partners

Disclosed value leader

Brookstone Capital Manage...

Comparable rows

15/15

Latest evidence

31 Dec 2024

13D/G 13F Lead comparable stake: 9.5% 13D/G row: Arax Advisory Partners Showing 1-6 of 15 holder rows.

Quick read

Arax Advisory Partners leads the comparable SEC ownership view at 9.5%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Arax Advisory Partners's linked filing trail.

Comparable ownership Top 5

Arax Advisory Partners 9.5%

SECURED RETIREMENT ADVISORS, LLC 5.9%

Brookstone Capital Management 4.2%

TRUIST FINANCIAL CORP 1.6%

WealthPlan Investment Management,... 19%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Arax Advisory Partners	13D/G 13D/G	9.5%	$12,146,761 643,026 shares	$0	31 Dec 2024
SECURED RETIREMENT ADVISORS, LLC	13D/G 13D/G	5.9%	$1,204,177 62,103 shares	$0	31 Dec 2024
Brookstone Capital Management	13F 13D/G Company · Brookstone Capital Management, LLC 13F 13D/G	4.2% from 13D/G	$19,622,296 564,222 shares mixed-class rows	—	30 Sep 2024
TRUIST FINANCIAL CORP	13F 13D/G Company 13F 13D/G	1.6% from 13D/G	$10,318,623 414,161 shares mixed-class rows	—	30 Sep 2024
WealthPlan Investment Management, LLC	13F Company 13F	19%	$5,645,773 178,761 shares	—	30 Sep 2024
STIFEL FINANCIAL CORP	13F Company 13F	10%	$13,477,551 703,422 shares	—	30 Sep 2024

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

464,093

Rows available

Investor	Option	Weight %	Change %	SEC-reported value	* Price	Shares	Share Change	Activity	Report Period

^* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2024 vs Q1 2026 Across Filers

Q1 2026 holders

Q4 2024 holders

Holder diff

-10

Investor	Q1 2026 Shares	Q4 2024 Shares	Share Diff	Share Chg %	Q1 2026 value	Q4 2024 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend