Latest Period
Q2 2026
Security Snapshot
FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE) Institutional Ownership
CUSIP: 33740F375
13F Institutional Holders and Ownership History from Q3 2023 to Q2 2026
Institutions Reporting
41
Shares (Excl. Options)
798,773
Price
$30.48
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Exchange Traded Product
- Symbol
- XISE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 798,773
- Total 13F value
- $24,337,343
- Portfolio coverage rank
- 0%
- Share change
- -115,452
- Value change
- -$3,491,849
- Number of holders
- 41
- Shares outstanding
- 1,976,144
- SEC-reported price per share
- $30.45
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
- XISE - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product is tracked under CUSIP 33740F375.
- 41 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 43 to 41 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $27,936,540 to $24,337,343.
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 41 institutions filings for Q2 2026.
Security key
33740F375
Latest holder period
Q2 2026
13F holders
41
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F375:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
XISE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 27% | -30% | $16,166,838 | -$6,166,898 | 533,559 | -28% | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Sep 2025 |
As of 30 Jun 2026, 41 institutional investors reported holding 798,773 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE). This represents 40% of the company’s total 1,976,144 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
38%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Advisory Resource Group | 7% | 138,505 | -0.94% | 0.63% | $4,220,940 |
| STEPHENS INC /AR/ | 5.2% | 101,873 | -3.2% | 0.03% | $3,104,580 |
| Advisory Services Network, LLC | 3.2% | 63,017 | +1.3% | 0.02% | $1,920,456 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.9% | 57,753 | +96% | 0% | $1,760,022 |
| Cetera Investment Advisers | 2.3% | 46,051 | -5.1% | 0% | $1,403,386 |
| Mariner, LLC | 1.8% | 35,143 | -6.1% | 0% | $1,070,994 |
| Triad Wealth Partners, LLC | 1.7% | 34,576 | -76% | 0.06% | $1,049,194 |
| Kestra Advisory Services, LLC | 1.6% | 31,015 | -12% | 0% | $945,175 |
| OLD MISSION CAPITAL LLC | 1.3% | 25,410 | +9.2% | 0.02% | $774,369 |
| Presidio Capital Management, LLC | 1.1% | 21,166 | 0% | 0.16% | $645,034 |
| MONEY CONCEPTS CAPITAL CORP | 0.99% | 19,638 | +1.3% | 0.03% | $598,472 |
| Weaver Consulting Group | 0.97% | 19,255 | 0% | 0.12% | $586,796 |
| Accel Wealth Management | 0.95% | 18,785 | -13% | 0.13% | $572,478 |
| LVZ, Inc. | 0.85% | 16,747 | +0.16% | 0.05% | $510,360 |
| HARBOUR INVESTMENTS, INC. | 0.72% | 14,206 | -7.8% | 0.01% | $432,923 |
| Cambridge Investment Research Advisors, Inc. | 0.71% | 14,084 | -8.9% | 0% | $429,000 |
| Grant Street Asset Management, Inc. | 0.67% | 13,295 | +1.1% | 0.07% | $405,166 |
| QTR Family Wealth, LLC | 0.56% | 11,019 | -8.3% | 0.12% | $335,816 |
| JPMORGAN CHASE & CO | 0.54% | 10,747 | 0% | 0% | $327,300 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.54% | 10,617 | -0.57% | 0.09% | $323,560 |
| Rockefeller Capital Management L.P. | 0.5% | 9,927 | -5% | 0% | $302,525 |
| Kingsview Wealth Management, LLC | 0.47% | 9,364 | -21% | 0% | $285,381 |
| Prospera Financial Services Inc | 0.43% | 8,434 | -1.3% | 0% | $257,068 |
| Summit Financial, LLC | 0.42% | 8,250 | 0% | $251,419 | |
| Focus Financial Network, Inc. | 0.41% | 8,135 | -0.74% | 0.01% | $247,913 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q2 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 798,773 | $24,337,343 | -$3,491,849 | $30.48 | 41 |
| 2026 Q1 | 932,204 | $27,936,540 | -$15,604,403 | $29.97 | 43 |
| 2025 Q4 | 1,444,232 | $43,903,994 | -$17,691,762 | $30.40 | 43 |
| 2025 Q3 | 2,029,500 | $61,341,168 | +$16,675,521 | $30.22 | 41 |
| 2025 Q2 | 1,477,495 | $44,970,987 | -$1,864,111 | $30.44 | 40 |
| 2025 Q1 | 1,539,076 | $46,249,106 | -$2,115,833 | $30.05 | 37 |
| 2024 Q4 | 1,609,282 | $48,734,554 | +$6,128,075 | $30.28 | 33 |
| 2024 Q3 | 1,405,093 | $42,507,885 | +$1,214,528 | $30.24 | 30 |
| 2024 Q2 | 1,363,896 | $41,694,486 | +$15,135,310 | $30.57 | 30 |
| 2024 Q1 | 868,398 | $26,641,947 | -$4,272,211 | $30.68 | 26 |
| 2023 Q4 | 966,808 | $29,669,976 | +$28,172,261 | $30.73 | 24 |
| 2023 Q3 | 48,861 | $1,466,318 | +$1,466,318 | $30.01 | 3 |