Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / Exchange Traded Fund
-
Shares outstanding
-
1,447,976
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
248,946
-
Shares change
-
-12,955
-
Total reported value, excl. options
-
$7,675,115
-
Value change
-
-$284,635
-
Number of buys
-
6
-
Number of sells
-
-5
-
Price
-
$30.83
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM) as of Q3 2024
14 filings reported holding AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund as of Q3 2024.
FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (AFSM) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 248,946 shares
of 1,447,976 outstanding shares and own 17.19% of the company stock.
Largest 10 shareholders include Beacon Financial Advisory LLC (125,457 shares), Boyce & Associates Wealth Consulting, Inc. (32,827 shares), Prospera Financial Services Inc (18,450 shares), Snowden Capital Advisors LLC (16,485 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (16,295 shares), Stratos Wealth Advisors, LLC (12,994 shares), WORLD EQUITY GROUP, INC. (9,445 shares), Sigma Planning Corp (9,045 shares), Kestra Advisory Services, LLC (6,598 shares), and Federation des caisses Desjardins du Quebec (700 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.