| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.1% | $673,979 | 20,179 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Jun 2025 | |||
| FIRST TRUST PORTFOLIOS LP | 0.39% | -98% | $83,245 | -$14,619,802 | 2,531 | -99% | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 31 Dec 2025, 22 institutional investors reported holding 412,647 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XMAY). This represents 63% of the company’s total 650,935 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XMAY) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 14% | 87,998 | -9% | 0.01% | $3,069,141 |
| Clear Creek Financial Management, LLC | 8.1% | 52,680 | -0.52% | 0.15% | $1,837,341 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.6% | 36,731 | -0.27% | 0% | $1,281,084 |
| Objectivity Squared, LLC | 5.4% | 35,025 | -0.6% | 0.68% | $1,221,581 |
| OSAIC HOLDINGS, INC. | 4.5% | 29,222 | -16% | 0% | $1,019,252 |
| First Heartland Consultants, Inc. | 3.4% | 22,305 | +11% | 0.06% | $777,940 |
| Sequent Planning LLC | 2.9% | 18,636 | -0.02% | 0.17% | $649,975 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 2.8% | 18,087 | -0.64% | 0.01% | $630,827 |
| LPL Financial LLC | 2.7% | 17,706 | -0.19% | 0% | $617,539 |
| OLD MISSION CAPITAL LLC | 2.3% | 15,188 | 0.02% | $529,717 | |
| Apollon Wealth Management, LLC | 2.1% | 13,454 | 0% | 0.01% | $469,241 |
| Sigma Planning Corp | 2% | 13,041 | -35% | 0.01% | $454,835 |
| Ashton Thomas Private Wealth, LLC | 1.8% | 11,988 | +7.5% | 0.01% | $418,110 |
| Cetera Investment Advisers | 1.8% | 11,717 | -10% | 0% | $408,658 |
| BARCLAYS PLC | 1.1% | 7,333 | -7.8% | 0% | $255,756 |
| Diligent Investors, LLC | 1.1% | 7,000 | -22% | 0.06% | $244,142 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.92% | 6,010 | -89% | 0% | $209,613 |
| PFS Partners, LLC | 0.62% | 4,053 | 0% | 0.06% | $141,359 |
| HARBOUR INVESTMENTS, INC. | 0.5% | 3,250 | 0% | 0% | $113,352 |
| DHJJ Financial Advisors, Ltd. | 0.13% | 857 | 0% | 0.01% | $29,890 |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | 320 | 0% | $11,161 | |
| UBS Group AG | 0.01% | 46 | 0% | $1,604 | |
| ROYAL BANK OF CANADA | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 412,647 | $14,392,118 | -$1,935,757 | $34.88 | 22 |
| 2025 Q3 | 468,161 | $15,716,652 | -$675,904 | $34.24 | 20 |
| 2025 Q2 | 488,956 | $16,292,433 | +$6,567,411 | $33.31 | 25 |
| 2025 Q1 | 293,353 | $9,269,611 | -$16,829,162 | $31.63 | 24 |
| 2024 Q4 | 825,851 | $26,084,016 | +$9,841,186 | $31.58 | 33 |
| 2024 Q3 | 515,353 | $15,991,090 | -$19,238,164 | $31.04 | 23 |
| 2024 Q2 | 1,137,486 | $34,298,788 | +$34,298,788 | $30.15 | 22 |