| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.6% | -23% | $1,560,611 | -$428,759 | 51,369 | -22% | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Sep 2025 |
As of 31 Dec 2025, 25 institutional investors reported holding 641,205 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XIDE). This represents 82% of the company’s total 778,318 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XIDE) together control 82% 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 |
|---|---|---|---|---|---|
| STEPHENS INC /AR/ | 12% | 95,435 | +17% | 0.04% | $2,878,291 |
| Sequent Planning LLC | 9% | 70,368 | -15% | 0.54% | $2,122,264 |
| Advisory Resource Group | 8.7% | 68,031 | -4.9% | 0.36% | $2,051,795 |
| HARBOUR INVESTMENTS, INC. | 8% | 62,399 | +2.4% | 0.04% | $1,881,931 |
| Triad Wealth Partners, LLC | 6.4% | 49,437 | -15% | 0.14% | $1,490,992 |
| Accel Wealth Management | 5.9% | 45,865 | +14% | 0.38% | $1,383,268 |
| Cetera Investment Advisers | 3.8% | 29,531 | -6.2% | 0% | $890,672 |
| Mariner, LLC | 3.2% | 24,558 | +0.27% | 0% | $740,662 |
| Kestra Advisory Services, LLC | 3% | 23,415 | -31% | 0% | $706,196 |
| Keystone Wealth Services, LLC | 2.2% | 17,152 | +142% | 0.13% | $624,600 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.1% | 16,550 | +43% | 0% | $499,130 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.1% | 16,148 | 0% | $487,019 | |
| PFG Advisors | 1.6% | 12,438 | 0.02% | $375,126 | |
| Focus Financial Network, Inc. | 1.6% | 12,432 | +1.9% | 0.01% | $374,959 |
| CARY STREET PARTNERS FINANCIAL LLC | 1.5% | 11,726 | +22% | 0.01% | $353,653 |
| WORLD EQUITY GROUP, INC. | 1.5% | 11,676 | -3% | 0.1% | $352,145 |
| ENVESTNET ASSET MANAGEMENT INC | 1.4% | 10,746 | +2% | 0% | $324,096 |
| QTR Family Wealth, LLC | 1.3% | 10,378 | 0% | 0.14% | $313,066 |
| FIRST TRUST ADVISORS LP | 1.3% | 10,378 | 0% | 0% | $312,990 |
| Grant Street Asset Management, Inc. | 1.3% | 9,964 | +2.2% | 0.06% | $300,513 |
| Rockefeller Capital Management L.P. | 1.2% | 9,455 | 0% | $285,445 | |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 1.2% | 9,328 | +1.8% | 0.09% | $281,340 |
| SUMMIT WEALTH GROUP LLC / CO | 0.96% | 7,501 | 0.03% | $226,228 | |
| BARCLAYS PLC | 0.66% | 5,143 | -19% | 0% | $155,111 |
| OSAIC HOLDINGS, INC. | 0.15% | 1,151 | 0% | 0% | $34,714 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 641,205 | $19,446,206 | -$1,860,839 | $30.16 | 25 |
| 2025 Q3 | 704,202 | $21,394,229 | +$3,273,616 | $30.38 | 27 |
| 2025 Q2 | 596,460 | $18,094,621 | -$489,549 | $30.34 | 27 |
| 2025 Q1 | 605,203 | $18,108,199 | +$2,579,417 | $29.92 | 21 |
| 2024 Q4 | 518,996 | $15,629,869 | +$529,089 | $30.11 | 18 |
| 2024 Q3 | 501,351 | $15,238,229 | +$733,055 | $30.40 | 17 |
| 2024 Q2 | 477,168 | $14,492,069 | -$5,536,614 | $30.43 | 17 |
| 2024 Q1 | 659,010 | $20,083,404 | +$11,987,293 | $30.48 | 13 |
| 2023 Q4 | 104,470 | $3,158,385 | +$3,158,385 | $30.18 | 5 |