Holder snapshot 6 signals
Share change
+61,314
SEC-reported price per share
$33.87
Number of holders
45
Value change
+$2,074,337
Number of buys
10
Number of sells
20
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
924,957

Security key

33740U562

Report period

Q1 2026

Institutions

45

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
FIRST TRUST PORTFOLIOS LP
Disclosed value leader
AMERIPRISE FINANCIAL INC
Comparable rows
15/15
Latest evidence
28 Feb 2026
13D/G 13F Lead comparable stake: 40% 13D/G row: FIRST TRUST PORTFOLIOS LP Showing 1-6 of 15 holder rows.

Quick read

FIRST TRUST PORTFOLIOS LP leads the comparable SEC ownership view at 40%.

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 FIRST TRUST PORTFOLIOS LP's linked filing trail.
Comparable ownership Top 5
FIRST TRUST PORTFOLIOS LP 40%
Arax Advisory Partners 9.5%
FOUNDATIONS INVESTMENT ADVISORS, LLC 6.6%
SECURED RETIREMENT ADVISORS, LLC 5.9%
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
FIRST TRUST PORTFOLIOS LP
13D/G
First Trust Portfolios L.P.
40%
$33,991,016
1,282,196 shares
+$3,295,060 28 Feb 2026
Arax Advisory Partners
13F 13D/G
Company
9.5%
from 13D/G
$36,844,609
1,138,548 shares
mixed-class rows
31 Dec 2025
FOUNDATIONS INVESTMENT ADVISORS, LLC
13D/G
6.6%
$1,560,611
51,369 shares
-$428,759 30 Sep 2025
SECURED RETIREMENT ADVISORS, LLC
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
4.2%
from 13D/G
$23,097,523
581,410 shares
mixed-class rows
31 Dec 2025
TRUIST FINANCIAL CORP
13F 13D/G
Company
0.9%
from 13D/G
$77,372,997
1,971,007 shares
mixed-class rows
31 Dec 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 Q1 2026

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

Institutions
45
Shares
503,370
Rows available
45
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 2026 vs Q4 2025 Across Filers

Q4 2025 holders
46
Q1 2026 holders
45
Holder diff
-1
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 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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