Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
778,318
-
Number of holders
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18
-
Total 13F shares, excl. options
-
518,996
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Shares change
-
+17,645
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Total reported value, excl. options
-
$15,629,869
-
Value change
-
+$529,089
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Number of buys
-
12
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Number of sells
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-7
-
Price
-
$30.11
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XIDE) as of Q4 2024
20 filings reported holding XIDE - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product as of Q4 2024.
FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XIDE) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 518,996 shares
of 778,318 outstanding shares and own 67% of the company stock.
Largest 10 shareholders include Sequent Planning LLC (155,481 shares), Foundations Investment Advisors, LLC (70,978 shares), HARBOUR INVESTMENTS, INC. (51,979 shares), Cetera Investment Advisers (46,992 shares), Kestra Advisory Services, LLC (36,680 shares), Accel Wealth Management (33,386 shares), Advisory Resource Group (25,557 shares), OneDigital Investment Advisors LLC (17,060 shares), COMMONWEALTH EQUITY SERVICES, LLC (15,557 shares), and WORLD EQUITY GROUP, INC. (13,923 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.