| 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 30 Sep 2025, 20 institutional investors reported holding 468,161 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XMAY). This represents 72% 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 72% 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 | 15% | 96,753 | -5% | 0.02% | $3,312,349 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.2% | 53,476 | +168% | 0% | $1,830,756 |
| Clear Creek Financial Management, LLC | 8.1% | 52,956 | -0.55% | 0.16% | $1,812,954 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.7% | 36,831 | -7.6% | 0% | $1,261,000 |
| Objectivity Squared, LLC | 5.4% | 35,238 | -10% | 0.72% | $1,206,376 |
| OSAIC HOLDINGS, INC. | 5.4% | 34,910 | -2.8% | 0% | $1,184,290 |
| First Heartland Consultants, Inc. | 3.1% | 20,135 | +3.5% | 0.03% | $389,324 |
| Sigma Planning Corp | 3.1% | 20,018 | -0.82% | 0.02% | $685,318 |
| Sequent Planning LLC | 2.9% | 18,639 | +132% | 0.18% | $638,108 |
| Foundations Investment Advisors, LLC | 2.8% | 18,204 | -9.8% | 0.01% | $623,216 |
| LPL Financial LLC | 2.7% | 17,739 | -0.38% | 0% | $607,296 |
| Apollon Wealth Management, LLC | 2.1% | 13,454 | 0% | 0.01% | $460,599 |
| Cetera Investment Advisers | 2% | 13,044 | 0% | 0% | $446,563 |
| Ashton Thomas Private Wealth, LLC | 1.7% | 11,147 | -12% | 0.01% | $381,619 |
| Diligent Investors, LLC | 1.4% | 9,000 | 0% | 0.08% | $308,116 |
| BARCLAYS PLC | 1.2% | 7,957 | +164% | 0% | $272,409 |
| PFS Partners, LLC | 0.62% | 4,053 | -0.88% | 0.07% | $138,755 |
| HARBOUR INVESTMENTS, INC. | 0.5% | 3,250 | 0% | 0% | $111,264 |
| DHJJ Financial Advisors, Ltd. | 0.13% | 857 | 0% | 0.01% | $29,340 |
| ROYAL BANK OF CANADA | 0.08% | 500 | 0% | 0% | $17,000 |
| OLD MISSION CAPITAL LLC | 0% | 0 | -100% | $0 | |
| Millington Financial Advisors, LLC | 0% | 0 | -100% | $0 | |
| Stonebridge Financial Planning Group, LLC | 0% | 0 | -100% | $0 | |
| UBS Group AG | 0% | 0 | -100% | $0 | |
| JANE STREET GROUP, LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 39,812 | $1,388,540 | +$75,684 | $34.88 | 3 |
| 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 |