First Trust Exchange-Traded Fund Viii

FIRST TRUST EXCHANGE-TRADED FUND VIII
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TickerBörse
ISINCIK0001667919
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Stammdaten

Unternehmen & Branche

NameFIRST TRUST EXCHANGE-TRADED FUND VIII
Ticker
CIK0001667919

Wertpapier & Kennzahlen

CUSIP
ISIN
Typ

Sitz & Kontakt

Geschäftsadresse120 EAST LIBERTY DRIVE, SUITE 400, 60187 WHEATON, IL
Telefon630-765-8000
EIN (IRS)00-0000000

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich)

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
LPL Financial LLC27.815.825027.815.825963.829.012Neu+100,0%
RAYMOND JAMES FINANCIAL INC19.860.531019.860.531770.033.283Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC16.986.375016.986.375708.461.937Neu+100,0%
Cetera Investment Advisers15.385.585015.385.585615.162.785Neu+100,0%
MORGAN STANLEY17.927.490017.927.490612.880.107Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC13.827.74214.973.814-1.146.072572.029.016Reduziert-7,7%
OSAIC HOLDINGS, INC.12.292.518012.292.518468.837.172Neu+100,0%
WELLS FARGO & COMPANY/MN12.046.700012.046.700410.710.360Neu+100,0%
Kestra Advisory Services, LLC8.030.2339.728.443-1.698.210337.308.262Reduziert-17,5%
TRUIST FINANCIAL CORP6.452.1236.440.85611.267233.778.639Aufgestockt+0,2%
AMERIPRISE FINANCIAL INC7.666.02707.666.027233.730.646Neu+100,0%
Cambridge Investment Research Advisors, Inc.5.837.3755.302.601534.774230.040.000Aufgestockt+10,1%
HARBOUR INVESTMENTS, INC.6.927.91106.927.911217.889.508Neu+100,0%
CWM, LLC4.801.88404.801.884214.865.829Neu+100,0%
ASSETMARK, INC3.695.9723.425.219270.753202.737.694Aufgestockt+7,9%
ROYAL BANK OF CANADA5.986.73205.986.732187.050.000Neu+100,0%
REAP Financial Group, LLC3.540.53803.540.538166.752.994Neu+100,0%
HighTower Advisors, LLC4.867.73804.867.738165.565.088Neu+100,0%
MML INVESTORS SERVICES, LLC3.704.95303.704.953151.402.007Neu+100,0%
First International Bank of Israel Ltd.3.572.50003.572.500146.221.685Neu+100,0%
BANK OF AMERICA CORP /DE/4.754.38904.754.389135.078.763Neu+100,0%
Janney Montgomery Scott LLC3.072.66003.072.660119.422.000Neu+100,0%
Rockefeller Capital Management L.P.2.383.50202.383.502113.535.617Neu+100,0%
Atria Investments, Inc1.892.6231.804.39888.22591.338.353Aufgestockt+4,9%
FOUNDERS FINANCIAL SECURITIES LLC1.921.7551.764.818156.93791.090.656Aufgestockt+8,9%
Mariner, LLC2.325.59002.325.59089.385.958Neu+100,0%
OGOREK ANTHONY JOSEPH /NY/ /ADV2.351.57402.351.57488.789.000Neu+100,0%
Sequent Planning LLC2.340.42502.340.42582.692.839Neu+100,0%
NewEdge Advisors, LLC1.931.68601.931.68678.876.605Neu+100,0%
AE Wealth Management LLC2.015.51702.015.51778.420.937Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.048.70702.048.70778.333.019Neu+100,0%
Keystone Wealth Services, LLC1.638.26301.638.26375.824.853Neu+100,0%
Wealthcare Advisory Partners LLC1.528.2181.540.373-12.15574.201.944Reduziert-0,8%
Wood Tarver Financial Group, LLC1.639.59301.639.59369.408.000Neu+100,0%
IFP Advisors, Inc2.098.8731.875.280223.59369.119.126Aufgestockt+11,9%
MGO ONE SEVEN LLC1.498.8001.584.531-85.73168.378.811Reduziert-5,4%
UBS Group AG1.559.08601.559.08667.775.333Neu+100,0%
Arax Advisory Partners1.625.37601.625.37665.890.128Neu+100,0%
STIFEL FINANCIAL CORP2.205.04502.205.04565.370.206Neu+100,0%
Aptus Capital Advisors, LLC2.065.68402.065.68462.028.839Neu+100,0%
Ignite Planners, LLC1.460.5511.488.903-28.35261.795.429Reduziert-1,9%
Arkadios Wealth Advisors1.902.53101.902.53161.058.676Neu+100,0%
OLD MISSION CAPITAL LLC1.683.01201.683.01259.539.810Neu+100,0%
Mutual Advisors, LLC1.432.34501.432.34559.257.762Neu+100,0%
Geneos Wealth Management Inc.1.622.72801.622.72858.370.108Neu+100,0%
Jaffetilchin Investment Partners, LLC1.364.72501.364.72557.504.478Neu+100,0%
Brookstone Capital Management1.267.3321.315.995-48.66357.501.075Reduziert-3,7%
STEPHENS INC /AR/1.219.0991.213.5235.57657.102.243Aufgestockt+0,5%
Tanglewood Legacy Advisors, LLC1.256.77001.256.77056.395.992Neu+100,0%
&PARTNERS1.352.66801.352.66851.200.513Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026)

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
COMMONWEALTH EQUITY SERVICES, LLC13.827.74214.973.814-7,7%572.029.01612,0317 Q
Kestra Advisory Services, LLC8.030.2339.728.443-17,5%337.308.2627,0917 Q
TRUIST FINANCIAL CORP6.452.1236.440.856+0,2%233.778.6394,920 %17 Q
Cambridge Investment Research Advisors, Inc.5.837.3755.302.601+10,1%230.040.0004,8417 Q
ASSETMARK, INC3.695.9723.425.219+7,9%202.737.6944,26100 %15 Q
Atria Investments, Inc1.892.6231.804.398+4,9%91.338.3531,920 %17 Q
FOUNDERS FINANCIAL SECURITIES LLC1.921.7551.764.818+8,9%91.090.6561,920 %17 Q
Wealthcare Advisory Partners LLC1.528.2181.540.373-0,8%74.201.9441,560 %16 Q
IFP Advisors, Inc2.098.8731.875.280+11,9%69.119.1261,45100 %17 Q
MGO ONE SEVEN LLC1.498.8001.584.531-5,4%68.378.8111,44100 %17 Q
Ignite Planners, LLC1.460.5511.488.903-1,9%61.795.4291,30100 %15 Q
Brookstone Capital Management1.267.3321.315.995-3,7%57.501.0751,210 %17 Q
STEPHENS INC /AR/1.219.0991.213.523+0,5%57.102.2431,200 %17 Q
First Heartland Consultants, Inc.1.457.5901.445.217+0,9%48.219.8751,010 %17 Q
KESTRA PRIVATE WEALTH SERVICES, LLC1.416.5731.400.963+1,1%47.735.0321,0017 Q
Concurrent Investment Advisors, LLC1.021.048909.076+12,3%46.316.9030,97100 %11 Q
Prospera Financial Services Inc963.065980.955-1,8%41.593.3680,870 %17 Q
Integrity Financial Corp /WA820.618833.035-1,5%40.746.7120,860 %17 Q
Trilogy Capital Inc.1.572.1951.480.371+6,2%39.116.2220,820 %3 Q
Commonwealth Financial Services, LLC915.1592.835.352-67,7%38.659.4080,810 %12 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.397119,84.755
31.03.2026774403,615.019
31.12.2025787394,614.928
30.09.2025749394,014.707
30.06.2025732411,214.910
31.03.2025736422,114.570

Top 10 Neueinsteiger

FondsAnteileWert (USD)
LexAurum Advisors, LLC507.22317.546.097
Arch Global Advisors, LLC624.97415.480.606
BECK CAPITAL MANAGEMENT, LLC193.5969.246.898
Macro Advisors, Inc.434.1829.162.730
POM Investment Strategies, LLC234.1248.922.466
DIVERSIFY WEALTH MANAGEMENT, LLC215.0768.348.470
Independent Advisor Alliance229.1166.172.303
Bull Harbor Capital LLC137.3135.724.579
MERCER GLOBAL ADVISORS INC /ADV38.3261.737.112
Cornerstone Wealth, LLC/TN32.3241.460.919

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
First International Bank of Israel Ltd.3.572.5002.371.000+197.3 %146.221.685
LPL Financial LLC27.815.8251.865.229+7.2 %963.829.012
Wealthcare Advisory Partners LLC1.540.3731.296.584+531.8 %67.199.563
Kestra Advisory Services, LLC9.728.4431.243.865+14.7 %384.004.589
ENVESTNET ASSET MANAGEMENT INC16.986.3751.137.996+7.2 %708.461.937
HARBOUR INVESTMENTS, INC.6.927.9111.113.326+19.1 %217.889.508
Arkadios Wealth Advisors1.902.5311.034.661+119.2 %61.058.676
Arax Advisory Partners1.625.376996.623+158.5 %65.890.128
Commonwealth Financial Services, LLC2.835.352905.714+46.9 %107.880.484
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.048.707879.913+75.3 %78.333.019

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
OSAIC HOLDINGS, INC.12.292.518-1.376.531-10.1 %468.837.172
COMMONWEALTH EQUITY SERVICES, LLC14.973.814-1.254.901-7.7 %574.080.518
STEPHENS INC /AR/1.213.523-818.378-40.3 %52.386.986
Americana Partners, LLC1.312.030-765.227-36.8 %51.093.155
Janney Montgomery Scott LLC3.072.660-603.282-16.4 %119.422.000
JPMORGAN CHASE & CO943.296-560.496-37.3 %27.250.515
Triad Wealth Partners, LLC288.502-458.239-61.4 %9.967.572
AMERIPRISE FINANCIAL INC7.666.027-452.354-5.6 %233.730.646
Mariner, LLC2.325.590-420.816-15.3 %89.385.958
MML INVESTORS SERVICES, LLC3.704.953-419.094-10.2 %151.402.007

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G)

DatumInvestorTypAnteilAktienΔΔ-Balken
30.07.2026First Trust Portfolios L.P. (+2)Passiv (13G)6,35 %33.361+0,54 pp
30.07.2026First Trust Portfolios L.P. (+2)Passiv (13G)5,81 %8.716+1,26 pp
30.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)4,55 %227.556-2,04 pp
30.07.2026First Trust Portfolios L.P. (+2)Passiv (13G)6,59 %138.421-59,85 pp
27.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)66,44 %10.098.191-2,15 pp
27.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)68,59 %15.056.273-3,40 pp
27.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)71,99 %15.855.405+2,79 pp
27.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)69,20 %14.186.297+5,65 pp
27.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)63,55 %15.727.938-6,41 pp
27.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)69,96 %13.940.053+7,98 pp
27.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)61,98 %15.804.669-1,26 pp
27.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)63,24 %15.208.946-7,88 pp
27.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)71,12 %14.703.587+32,66 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)38,46 %1.615.527+3,01 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)35,45 %1.683.954-5,27 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)40,72 %1.567.573-19,47 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)60,19 %10.804.650+2,90 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)57,29 %11.285.152+3,23 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)54,06 %10.568.006+8,16 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)45,90 %3.362.038+5,02 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)40,88 %3.413.618+0,21 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)40,67 %3.111.409-2,26 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)42,93 %3.369.983+3,48 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)39,45 %3.954.697-9,30 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)48,75 %3.217.811+9,36 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)39,39 %3.181.098+2,03 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)37,36 %3.362.365-6,36 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)43,72 %3.409.821-8,19 pp
22.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)51,91 %3.880.341+30,56 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)21,35 %1.921.493-2,39 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)23,74 %1.305.736-4,72 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)28,46 %1.394.431-0,45 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)28,91 %2.038.383+5,71 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)23,20 %1.960.460+0,91 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)22,29 %1.933.279-6,61 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)28,90 %2.058.945-0,55 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)29,45 %2.039.343-4,21 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)33,66 %3.492.502-0,96 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)34,62 %3.159.021+8,53 pp
17.07.2026First Trust Portfolios L.P. (+2)Passiv (13G/A)26,09 %143.518+18,37 pp

Proxy-/Governance-Filings

Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.

Datum (US)KategorieHV-Termin (US)Stichtag (US)Form
28.07.2026HV-Einladung03.09.2026 a.o. HV20.07.2026DEF 14ASEC »
26.06.2026VorläufigPRE 14ASEC »
11.07.2025HV-Einladung12.08.2025 a.o. HV09.06.2025DEF 14ASEC »
26.06.2025HV-EinladungDEFA14ASEC »
26.06.2025HV-EinladungDEFA14ASEC »
11.06.2025HV-EinladungDEFA14ASEC »
11.06.2025HV-EinladungDEFA14ASEC »
13.05.2025HV-EinladungDEFA14ASEC »
23.04.2025HV-Einladung23.06.2025 a.o. HV09.04.2025DEF 14ASEC »
21.03.2025VorläufigPRE 14ASEC »
28.12.2021HV-Einladung22.02.2022 a.o. HV01.11.2021DEF 14ASEC »
04.11.2021VorläufigPRE 14ASEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).

Übernahmen & Fusionen (M&A)

M&A-relevante SEC-Filings der letzten sechs Jahre: Übernahmeangebote (Tender Offers), Fusionen (425/S-4), Aktienrückkauf-Angebote (Self-Tender) und Going-Private-Transaktionen. Geführt nach dem einreichenden Emittenten.

Datum (US)KategorieFormDeal-KonditionenSEC
19.05.2026Fusion425Ziel: First Trust Senior Floating Rate Income Fund IISEC »
18.05.2026Fusion425Ziel: First Trust Senior Floating Rate Income Fund II (FCT)SEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). Deal-Konditionen aus dem Dokument extrahiert (Tender: SC TO-T/-I/SC 14D9; Fusion: 425/S-4 — Gegenpartei + Umtauschverhältnis), ohne Gewähr — Original siehe SEC-Link.

Hinweis

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