Holder snapshot 6 signals
Share change
-72,422
SEC-reported price per share
$31.70
Number of holders
32
Value change
-$2,305,126
Number of buys
7
Number of sells
13
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
924,957

Security key

33740U562

Report period

Q1 2025

Institutions

32

Top holders

10

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
Sequent Planning LLC
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%
FOUNDATIONS INVESTMENT ADVISORS, LLC 0.14%

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 13F
Company
9.5%
$12,146,761
643,026 shares
$0 31 Dec 2024
SECURED RETIREMENT ADVISORS, LLC
13F 13D/G
Company
5.9%
from 13D/G
$1,232,745
62,103 shares
31 Dec 2024
Brookstone Capital Management
13F 13D/G
Company · Brookstone Capital Management, LLC
4.2%
from 13D/G
$18,866,752
532,755 shares
mixed-class rows
31 Dec 2024
TRUIST FINANCIAL CORP
13F 13D/G
Company
1.6%
from 13D/G
$10,059,747
402,110 shares
mixed-class rows
31 Dec 2024
FOUNDATIONS INVESTMENT ADVISORS, LLC
13F 13D/G
Company
0.14%
from 13D/G
$7,450,563
249,744 shares
31 Dec 2024
Maltin Wealth Management, Inc.
13F
Company
13F
15%
$3,782,031
190,531 shares
31 Dec 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 Q1 2025

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

Institutions
32
Shares
391,671
Rows available
32
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 Q1 2025 vs Q1 2026 Across Filers

Q1 2026 holders
45
Q1 2025 holders
32
Holder diff
-13
Investor Q1 2026 Shares Q1 2025 Shares Share Diff Share Chg % Q1 2026 value Q1 2025 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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