| 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 30 Sep 2025, 27 institutional investors reported holding 704,202 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XIDE). This represents 90% 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 90% 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 |
|---|---|---|---|---|---|
| Sequent Planning LLC | 11% | 82,753 | -2.3% | 0.71% | $2,514,058 |
| STEPHENS INC /AR/ | 10% | 81,684 | 0.03% | $2,481,593 | |
| Advisory Resource Group | 9.2% | 71,517 | 0% | 0.39% | $2,172,715 |
| HARBOUR INVESTMENTS, INC. | 7.8% | 60,940 | +7.3% | 0.04% | $1,851,394 |
| Triad Wealth Partners, LLC | 7.4% | 57,853 | 0.23% | $1,757,590 | |
| Foundations Investment Advisors, LLC | 6.6% | 51,369 | -21% | 0.02% | $1,560,616 |
| Accel Wealth Management | 5.2% | 40,226 | -2.9% | 0.36% | $1,222,092 |
| Kestra Advisory Services, LLC | 4.4% | 34,178 | -14% | 0% | $1,038,346 |
| Cetera Investment Advisers | 4% | 31,495 | +7.9% | 0% | $956,845 |
| Mariner, LLC | 3.1% | 24,493 | +28% | 0% | $744,107 |
| CITADEL ADVISORS LLC | 2.7% | 21,048 | +34% | 0% | $639,447 |
| OneDigital Investment Advisors LLC | 2.6% | 19,916 | +2.3% | 0.01% | $605,056 |
| Consolidated Portfolio Review Corp | 2.1% | 16,247 | +13% | 0.06% | $493,590 |
| Focus Financial Network, Inc. | 1.6% | 12,203 | -26% | 0.01% | $370,724 |
| WORLD EQUITY GROUP, INC. | 1.5% | 12,035 | -1.7% | 0.08% | $365,632 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.5% | 11,577 | +1.5% | 0% | $352,000 |
| ENVESTNET ASSET MANAGEMENT INC | 1.4% | 10,539 | +7.1% | 0% | $320,179 |
| QTR Family Wealth, LLC | 1.3% | 10,378 | 0% | 0.15% | $315,281 |
| FIRST TRUST ADVISORS LP | 1.3% | 10,378 | -50% | 0% | $315,281 |
| Grant Street Asset Management, Inc. | 1.3% | 9,751 | -35% | 0.06% | $296,238 |
| CARY STREET PARTNERS FINANCIAL LLC | 1.2% | 9,581 | +21% | 0.01% | $291,075 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 1.2% | 9,164 | -25% | 0.09% | $278,408 |
| Keystone Wealth Services, LLC | 0.91% | 7,100 | +0.85% | 0.05% | $215,693 |
| BARCLAYS PLC | 0.81% | 6,339 | -0.06% | 0% | $192,581 |
| OSAIC HOLDINGS, INC. | 0.15% | 1,151 | 0% | 0% | $34,968 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 119,410 | $3,601,364 | -$87,672 | $30.16 | 4 |
| 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 |