Latest Period
Q1 2026
Security Snapshot
FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XIDE) Institutional Ownership
CUSIP: 33740F326
13F Institutional Holders and Ownership History from Q4 2023 to Q2 2026
Institutions Reporting
26
Shares (Excl. Options)
659,028
Price
$29.69
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- XIDE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 659,028
- Total 13F value
- $19,570,656
- Portfolio coverage rank
- 0%
- Share change
- +17,669
- Value change
- +$507,426
- Number of holders
- 26
- Shares outstanding
- 778,318
- SEC-reported price per share
- $30.31
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- XIDE - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product is tracked under CUSIP 33740F326.
- 26 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 26 to 12 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $19,570,656 to $9,492,096.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 26 institutions filings for Q1 2026.
Security key
33740F326
Latest holder period
Q1 2026
13F holders
26
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F326:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
XIDE
| 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 Mar 2026, 26 institutional investors reported holding 659,028 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XIDE). This represents 85% of the company’s total 778,318 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
85%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STEPHENS INC /AR/ | 13% | 104,507 | +9.5% | 0.04% | $3,102,761 |
| HARBOUR INVESTMENTS, INC. | 10% | 80,512 | +29% | 0.04% | $2,390,363 |
| Advisory Resource Group | 8.9% | 68,886 | +1.3% | 0.35% | $2,045,191 |
| Sequent Planning LLC | 8.7% | 67,904 | -3.5% | 0.49% | $2,016,027 |
| Accel Wealth Management | 6.1% | 47,205 | +2.9% | 0.37% | $1,401,500 |
| Triad Wealth Partners, LLC | 4.3% | 33,350 | -33% | 0.08% | $990,131 |
| Cetera Investment Advisers | 3.4% | 26,536 | -10% | 0% | $787,848 |
| Mariner, LLC | 3.2% | 24,658 | +0.41% | 0% | $732,084 |
| UPTICK PARTNERS, LLC | 3.1% | 24,040 | 0.14% | $713,723 | |
| Kestra Advisory Services, LLC | 3% | 23,301 | -0.49% | 0% | $691,806 |
| OLD MISSION CAPITAL LLC | 2.4% | 18,667 | 0.01% | $554,213 | |
| Rockefeller Capital Management L.P. | 2.3% | 17,910 | +86% | 0% | $531,739 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.1% | 16,722 | +1% | 0% | $496,480 |
| Focus Financial Network, Inc. | 1.7% | 13,169 | +5.9% | 0.01% | $390,970 |
| ENVESTNET ASSET MANAGEMENT INC | 1.7% | 13,000 | +21% | 0% | $385,964 |
| PFG Advisors | 1.6% | 12,438 | 0% | 0.02% | $369,278 |
| QTR Family Wealth, LLC | 1.3% | 10,378 | 0% | 0.13% | $312,579 |
| WORLD EQUITY GROUP, INC. | 1.3% | 10,339 | -11% | 0.08% | $306,962 |
| CARY STREET PARTNERS FINANCIAL LLC | 1.3% | 10,167 | -13% | 0.01% | $301,853 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 1.2% | 9,409 | +0.87% | 0.09% | $279,334 |
| LVZ, Inc. | 1.1% | 8,288 | 0.03% | $246,067 | |
| SUMMIT WEALTH GROUP LLC / CO | 0.96% | 7,501 | 0% | 0.02% | $222,701 |
| Keystone Wealth Services, LLC | 0.93% | 7,220 | -58% | 0.05% | $214,359 |
| OSAIC HOLDINGS, INC. | 0.15% | 1,151 | 0% | 0% | $34,173 |
| BARCLAYS PLC | 0.12% | 910 | -82% | 0% | $27,017 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
11
Latest
Q1 2026
Rows shown
1-11 of 11
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 312,395 | $9,492,096 | -$640,555 | $30.38 | 12 |
| 2026 Q1 | 659,028 | $19,570,656 | +$507,426 | $29.69 | 26 |
| 2025 Q4 | 641,359 | $19,450,566 | -$1,856,479 | $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 |