| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 27% | -30% | $16,166,838 | -$6,166,898 | 533,559 | -28% | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Sep 2025 |
As of 31 Dec 2025, 43 institutional investors reported holding 1,444,232 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE). This represents 73% of the company’s total 1,976,144 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE) together control 70% 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 |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | 32% | 628,818 | -10% | 1.8% | $19,116,122 |
| Advisory Resource Group | 7.1% | 140,953 | +3.6% | 0.75% | $4,284,985 |
| STEPHENS INC /AR/ | 4.8% | 95,284 | +17% | 0.04% | $2,896,643 |
| Advisory Services Network, LLC | 3.1% | 61,569 | +0.67% | 0.03% | $1,871,716 |
| Cetera Investment Advisers | 2.9% | 56,483 | +41% | 0% | $1,717,087 |
| CWM, LLC | 2% | 39,885 | +13% | 0% | $1,213,000 |
| Mariner, LLC | 2% | 39,111 | -6.6% | 0% | $1,188,989 |
| Kestra Advisory Services, LLC | 1.9% | 37,698 | -5.7% | 0% | $1,146,014 |
| IMC-Chicago, LLC | 1.5% | 28,696 | 0.02% | $872,361 | |
| Accel Wealth Management | 1.2% | 23,190 | -17% | 0.19% | $704,984 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.1% | 22,105 | -52% | 0% | $672,010 |
| Presidio Capital Management, LLC | 1.1% | 21,166 | -16% | 0.19% | $643,449 |
| GOLDMAN SACHS GROUP INC | 1% | 19,864 | 0% | $603,868 | |
| Weaver Consulting Group | 0.98% | 19,420 | 0% | 0.14% | $590,370 |
| MONEY CONCEPTS CAPITAL CORP | 0.97% | 19,133 | 0.03% | $581,635 | |
| Cambridge Investment Research Advisors, Inc. | 0.81% | 16,019 | -9.8% | 0% | $487,000 |
| JPMORGAN CHASE & CO | 0.76% | 15,028 | -8.5% | 0% | $456,853 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.7% | 13,859 | +58% | 0.03% | $421,301 |
| QTR Family Wealth, LLC | 0.61% | 12,019 | -14% | 0.16% | $363,988 |
| FIRST TRUST ADVISORS LP | 0.61% | 12,019 | -14% | 0% | $365,390 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.61% | 11,989 | +21% | 0.12% | $364,455 |
| Kingsview Wealth Management, LLC | 0.6% | 11,790 | +0.02% | 0.01% | $358,432 |
| Rockefeller Capital Management L.P. | 0.52% | 10,352 | 0% | 0% | $314,702 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.46% | 9,115 | +26% | 0% | $277,097 |
| LPL Financial LLC | 0.43% | 8,571 | 0% | 0% | $260,559 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,444,232 | $43,903,994 | -$17,691,762 | $30.40 | 43 |
| 2025 Q3 | 2,029,500 | $61,341,168 | +$16,675,521 | $30.22 | 41 |
| 2025 Q2 | 1,477,495 | $44,970,987 | -$1,864,111 | $30.44 | 40 |
| 2025 Q1 | 1,539,076 | $46,249,106 | -$2,115,833 | $30.05 | 37 |
| 2024 Q4 | 1,609,282 | $48,734,554 | +$6,128,075 | $30.28 | 33 |
| 2024 Q3 | 1,405,093 | $42,507,885 | +$1,214,528 | $30.24 | 30 |
| 2024 Q2 | 1,363,896 | $41,694,486 | +$15,135,310 | $30.57 | 30 |
| 2024 Q1 | 868,398 | $26,641,947 | -$4,272,211 | $30.68 | 26 |
| 2023 Q4 | 966,808 | $29,669,976 | +$28,172,261 | $30.73 | 24 |
| 2023 Q3 | 48,861 | $1,466,318 | +$1,466,318 | $30.01 | 3 |