FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
LDSF
Shares outstanding
6,768,695
Price per share
$19.17
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,807,507
Total reported value
$111,241,967
% of total 13F portfolios
0%
Share change
+1,060,724
Value change
+$20,323,826
Number of holders
55
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Arax Advisory Partners 9.5% $12,146,761 643,026 Arax Advisory Partners 31 Dec 2024

As of 31 Dec 2025, 55 institutional investors reported holding 5,807,507 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF). This represents 86% of the company’s total 6,768,695 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF) 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
LPL Financial LLC 21% 1,404,096 +25% 0.01% $26,895,869
ROYAL BANK OF CANADA 19% 1,294,143 +24% 0% $24,790,000
Arax Advisory Partners 8% 540,407 0.3% $10,351,657
RAYMOND JAMES FINANCIAL INC 5.4% 368,783 +8.3% 0% $7,064,147
Capital Asset Advisory Services LLC 4.1% 275,170 -3% 0.21% $5,266,653
AXXCESS WEALTH MANAGEMENT, LLC 4% 271,256 -4.6% 0.09% $5,195,985
Mariner, LLC 3.6% 245,462 +1.9% 0.01% $4,701,897
MML INVESTORS SERVICES, LLC 2.8% 191,423 +3.9% 0.01% $3,666,756
Sanctuary Advisors, LLC 2.5% 167,648 -1.1% 0.02% $3,211,356
ENVESTNET ASSET MANAGEMENT INC 1.3% 88,688 -6.8% 0% $1,698,843
SILVER OAK SECURITIES, INCORPORATED 1.3% 85,352 -4% 0.11% $1,636,573
D.A. DAVIDSON & CO. 1.2% 81,719 -2.8% 0.01% $1,565,351
StoneX Group Inc. 1.2% 78,309 0.07% $1,500,032
Cambridge Investment Research Advisors, Inc. 1.1% 73,466 -0.8% 0% $1,407,000
Prospera Financial Services Inc 1.1% 72,584 -2.5% 0.02% $1,390,381
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.6% 40,637 -11% 0% $778,414
RFG Advisory, LLC 0.58% 39,144 +21% 0.01% $749,811
Proactive Wealth Strategies LLC 0.58% 38,974 -2.9% 0.3% $746,559
Kestra Advisory Services, LLC 0.57% 38,706 0% $741,424
Private Advisor Group, LLC 0.53% 35,829 +0.2% 0% $686,306
Sigma Planning Corp 0.51% 34,522 -0.12% 0.02% $661,270
Cetera Investment Advisers 0.49% 33,084 -12% 0% $633,727
Mutual Advisors, LLC 0.45% 30,788 0% 0.01% $589,753
COMMONWEALTH EQUITY SERVICES, LLC 0.44% 29,728 -41% 0% $569,440
Ameritas Advisory Services, LLC 0.34% 23,159 +298% 0.02% $443,619

Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 5,807,507 $111,241,967 +$20,323,826 $19.16 55
2025 Q3 4,735,913 $90,550,404 -$6,624,471 $19.12 57
2025 Q2 4,912,400 $93,291,230 +$10,066,783 $19.00 50
2025 Q1 4,378,367 $82,601,637 -$11,811,039 $18.87 52
2024 Q4 5,168,425 $97,023,324 +$17,633,078 $18.77 55
2024 Q3 4,438,119 $84,922,222 -$31,145,091 $19.16 52
2024 Q2 6,035,470 $112,821,185 +$43,776,701 $18.69 58
2024 Q1 3,583,299 $67,176,913 -$6,325,898 $18.75 55
2023 Q4 3,945,557 $74,349,517 -$8,191,155 $18.85 68
2023 Q3 4,315,515 $79,138,825 -$17,271,307 $18.34 60
2023 Q2 5,246,746 $96,834,127 -$25,592,335 $18.44 58
2023 Q1 6,511,782 $121,312,968 -$31,931,889 $18.63 61
2022 Q4 8,197,524 $151,216,630 +$10,646,065 $18.44 60
2022 Q3 7,778,274 $142,881,004 -$32,567,186 $18.37 58
2022 Q2 9,524,305 $178,126,508 -$54,330,282 $18.70 63
2022 Q1 11,577,486 $224,718,253 +$53,597,865 $19.41 61
2021 Q4 8,803,606 $176,145,925 +$36,988,028 $20.01 61
2021 Q3 6,970,176 $140,557,750 +$2,464,541 $20.16 51
2021 Q2 6,543,333 $132,806,004 +$4,721,974 $20.29 57
2021 Q1 6,406,313 $129,630,952 +$15,063,159 $20.23 53
2020 Q4 5,345,471 $109,377,226 +$14,593,343 $20.46 48
2020 Q3 4,517,108 $91,988,560 -$4,614,224 $20.37 45
2020 Q2 4,738,136 $96,099,085 +$7,508,512 $20.27 49
2020 Q1 4,169,817 $82,034,457 +$14,262,409 $19.62 46
2019 Q4 3,288,879 $67,487,649 +$41,173,753 $20.50 42
2019 Q3 1,258,128 $25,850,631 +$10,970,161 $20.55 22
2019 Q2 724,336 $14,805,883 +$6,250,268 $20.44 14
2019 Q1 418,775 $8,510,000 +$8,510,000 $20.32 13