| 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 Sep 2025, 41 institutional investors reported holding 2,029,500 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE). This represents 103% of the company’s total 1,976,144 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE) together control 99% 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 |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | 35% | 700,492 | 2.7% | $21,171,955 | |
| Foundations Investment Advisors, LLC | 27% | 533,559 | -28% | 0.23% | $16,126,488 |
| Advisory Resource Group | 6.9% | 136,060 | +17% | 0.74% | $4,112,332 |
| STEPHENS INC /AR/ | 4.1% | 81,634 | 0.03% | $2,467,339 | |
| Advisory Services Network, LLC | 3.1% | 61,158 | +9.1% | 0.03% | $1,848,467 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.3% | 46,053 | -8.6% | 0% | $1,392,000 |
| Mariner, LLC | 2.1% | 41,879 | +3% | 0% | $1,265,779 |
| Cetera Investment Advisers | 2% | 40,106 | -22% | 0% | $1,212,194 |
| Kestra Advisory Services, LLC | 2% | 39,993 | -8.1% | 0.01% | $1,208,776 |
| CWM, LLC | 1.8% | 35,204 | +14% | 0% | $1,064,000 |
| Accel Wealth Management | 1.4% | 27,958 | -5.3% | 0.25% | $845,015 |
| Presidio Capital Management, LLC | 1.3% | 25,166 | +0.01% | 0.27% | $760,634 |
| Weaver Consulting Group | 0.98% | 19,420 | 0% | 0.15% | $586,958 |
| UBS Group AG | 0.95% | 18,774 | -14% | 0% | $567,425 |
| CITADEL ADVISORS LLC | 0.91% | 17,955 | +134% | 0% | $542,679 |
| Cambridge Investment Research Advisors, Inc. | 0.9% | 17,755 | 0% | 0% | $537,000 |
| OSAIC HOLDINGS, INC. | 0.9% | 17,728 | +1.9% | 0% | $535,776 |
| JPMORGAN CHASE & CO | 0.83% | 16,424 | 0% | $496,406 | |
| QTR Family Wealth, LLC | 0.71% | 14,019 | 0% | 0.2% | $423,728 |
| FIRST TRUST ADVISORS LP | 0.71% | 14,019 | -50% | 0% | $423,727 |
| Kingsview Wealth Management, LLC | 0.6% | 11,788 | -3.2% | 0.01% | $356,272 |
| Rockefeller Capital Management L.P. | 0.52% | 10,352 | 0% | 0% | $312,883 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.5% | 9,883 | +2.6% | 0.1% | $298,711 |
| Prospera Financial Services Inc | 0.49% | 9,624 | 0% | 0% | $290,871 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.44% | 8,755 | 0% | 0.02% | $264,976 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 690,362 | $20,987,068 | -$2,421,735 | $30.40 | 7 |
| 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 |