Holder snapshot 6 signals
Share change
+155,862
SEC-reported price per share
$33.64
Number of holders
41
Value change
+$5,271,190
Number of buys
25
Number of sells
12
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
924,957

Security key

33740U562

Report period

Q3 2025

Institutions

41

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
FIRST TRUST PORTFOLIOS LP
Comparable rows
15/15
Latest evidence
30 Sep 2025
13F 13D/G 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%
FOUNDATIONS INVESTMENT ADVISORS, LLC 6.6%
SECURED RETIREMENT ADVISORS, LLC 5.9%
FIRST TRUST PORTFOLIOS LP 4.4%
Brookstone Capital Management 4.2%

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
13F 13D/G
Company
9.5%
from 13D/G
$32,511,428
1,007,841 shares
mixed-class rows
30 Jun 2025
FOUNDATIONS INVESTMENT ADVISORS, LLC
13F 13D/G
Company
6.6%
from 13D/G
$26,716,106
870,087 shares
mixed-class rows
30 Jun 2025
SECURED RETIREMENT ADVISORS, LLC
13D/G
5.9%
$1,204,177
62,103 shares
$0 31 Dec 2024
FIRST TRUST PORTFOLIOS LP
13D/G
First Trust Portfolios L.P.
4.4%
$149,564,805
3,367,060 shares
$0 30 Sep 2025
Brookstone Capital Management
13F 13D/G
Company · Brookstone Capital Management, LLC
4.2%
from 13D/G
$21,893,349
578,238 shares
mixed-class rows
30 Jun 2025
TRUIST FINANCIAL CORP
13F 13D/G
Company
0.2%
from 13D/G
$126,340,396
3,108,952 shares
mixed-class rows
30 Jun 2025
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 Q3 2025

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

Institutions
41
Shares
459,152
Rows available
41
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 Q3 2025 vs Q1 2026 Across Filers

Q1 2026 holders
45
Q3 2025 holders
41
Holder diff
-4
Investor Q1 2026 Shares Q3 2025 Shares Share Diff Share Chg % Q1 2026 value Q3 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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