Security Snapshot

FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange-Traded Fund (BUFH) Institutional Ownership

CUSIP: 33744U105

13F Institutional Holders and Ownership History from Q2 2025 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

21

Shares (Excl. Options)

1.23MFull value: 1,233,750 · shares · 30 Jun 2026

Price

$21.41

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+361
Value change
+$12,673
Number of holders
21
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
3,349,717
SEC-reported price per share
$21.79
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • BUFH - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange-Traded Fund is tracked under CUSIP 33744U105.
  • 21 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 18 to 21 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $25.69MFull value: $25,686,253 · USD · 31 Mar 2026
    to
    $26.42MFull value: $26,415,136 · USD · 30 Jun 2026
    .

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 21 institutions filings for Q2 2026.

Open SEC evidence

Security key

33744U105

13F reference period

Q2 2026

13F holders

21

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
BUFH
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PRECEDENT WEALTH PARTNERS, LLC 11% -23% $7,736,975 +$54,519 355,070 +0.71% PRECEDENT WEALTH PARTNERS, LLC 30 Sep 2026
As of 30 Jun 2026, 21 institutional investors reported holding
1.23MFull value: 1,233,750 · shares · 30 Jun 2026
shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange-Traded Fund (BUFH). This represents 37% of the company’s total
3.35MFull value: 3,349,717 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 22 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
37%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Macro Advisors, Inc. 12% 387,003 -9% 2.6% $8,285,734
PRECEDENT WEALTH PARTNERS, LLC 9.7% 323,253 -3.6% 1.2% $6,920,848
Western Wealth Management, LLC 2.7% 91,594 -8.1% 0.06% $1,961,028
Kingsview Wealth Management, LLC 2.4% 80,521 +29% 0.02% $1,723,955
Cetera Investment Advisers 1.3% 43,896 0% $939,813
Claro Advisors Inc. 1.3% 43,627 +34% 0.1% $934,055
Encompass More Asset Management 1.2% 38,982 +20% 0.12% $834,605
Pallas Capital Advisors LLC 0.97% 32,643 -25% 0.02% $698,885
ENVESTNET ASSET MANAGEMENT INC 0.95% 31,755 +65% 0% $679,875
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.91% 30,489 -33% 0% $652,769
INDEPENDENT FINANCIAL GROUP, LLC 0.79% 26,455 0.01% $566,402
Mariner, LLC 0.74% 24,900 +3.3% 0% $533,109
ENDEAVOR PRIVATE WEALTH, INC. 0.5% 16,600 0.09% $355,406
Kestra Advisory Services, LLC 0.42% 14,211 -4.8% 0% $304,258
NewEdge Advisors, LLC 0.4% 13,235 +0.27% 0% $283,361
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.37% 12,445 -77% 0% $266,998
COMMONWEALTH EQUITY SERVICES, LLC 0.3% 10,037 -5.3% 0% $214,890
IFG Advisory, LLC 0.22% 7,385 +14% 0.01% $158,113
OSAIC HOLDINGS, INC. 0.12% 3,917 0% $83,861
HARBOUR INVESTMENTS, INC. 0.01% 430 0% 0% $9,206
UBS Group AG 0.01% 372 +76% 0% $7,965
Cambridge Investment Research Advisors, Inc. 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
6
Headline period
Q2 2026
Rows shown
1-6 of 6
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 567,528 $12,310,119 +$2,136,731 $21.69 9
2026 Q2 1,233,750 $26,415,136 +$12,673 $21.41 21
2026 Q1 1,233,389 $25,686,253 +$9,226,921 $20.82 18
2025 Q4 452,640 $9,439,698 +$6,066,534 $20.86 12
2025 Q3 161,945 $3,329,752 +$1,643,222 $20.55 6
2025 Q2 82,458 $1,661,940 +$1,661,940 $20.16 2
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