Latest Period
Q1 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
43
Shares (Excl. Options)
932,204
Price
$29.97
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 31 Mar 2026
- Q1 2026
- Total 13F shares
- 932,204
- Total 13F value
- $27,936,540
- Portfolio coverage rank
- 0%
- Share change
- -519,815
- Value change
- -$15,604,403
- Number of holders
- 43
- Shares outstanding
- 1,976,144
- SEC-reported price per share
- $30.48
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.
- 43 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 43 to 18 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $27,936,540 to $12,307,819.
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 43 institutions filings for Q1 2026.
Security key
33740F375
Latest holder period
Q1 2026
13F holders
43
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 31 Mar 2026, 43 institutional investors reported holding 932,204 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE). This represents 47% 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
43%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | 7.4% | 146,291 | -77% | 0.35% | $4,384,254 |
| Advisory Resource Group | 7.1% | 139,824 | -0.8% | 0.72% | $4,190,441 |
| STEPHENS INC /AR/ | 5.3% | 105,253 | +10% | 0.04% | $3,154,369 |
| Advisory Services Network, LLC | 3.1% | 62,227 | +1.1% | 0.02% | $1,864,907 |
| Cetera Investment Advisers | 2.5% | 48,513 | -14% | 0% | $1,453,900 |
| Mariner, LLC | 1.9% | 37,431 | -4.3% | 0% | $1,121,795 |
| Kestra Advisory Services, LLC | 1.8% | 35,413 | -6.1% | 0% | $1,061,304 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.5% | 29,507 | +224% | 0% | $884,307 |
| OLD MISSION CAPITAL LLC | 1.2% | 23,265 | 0.02% | $697,238 | |
| Accel Wealth Management | 1.1% | 21,471 | -7.4% | 0.17% | $643,485 |
| Presidio Capital Management, LLC | 1.1% | 21,166 | 0% | 0.18% | $634,332 |
| MONEY CONCEPTS CAPITAL CORP | 0.98% | 19,383 | +1.3% | 0.03% | $580,912 |
| Weaver Consulting Group | 0.97% | 19,255 | -0.85% | 0.14% | $577,061 |
| LVZ, Inc. | 0.85% | 16,720 | +100% | 0.06% | $501,085 |
| Cambridge Investment Research Advisors, Inc. | 0.78% | 15,459 | -3.5% | 0% | $463,000 |
| HARBOUR INVESTMENTS, INC. | 0.78% | 15,408 | +713% | 0.01% | $461,795 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.69% | 13,674 | -38% | 0% | $409,820 |
| Grant Street Asset Management, Inc. | 0.67% | 13,144 | 0.08% | $393,917 | |
| QTR Family Wealth, LLC | 0.61% | 12,019 | 0% | 0.15% | $364,128 |
| Kingsview Wealth Management, LLC | 0.6% | 11,795 | +0.04% | 0% | $353,487 |
| JPMORGAN CHASE & CO | 0.54% | 10,747 | -28% | 0% | $318,326 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.54% | 10,678 | -11% | 0.1% | $320,003 |
| Rockefeller Capital Management L.P. | 0.53% | 10,454 | +0.99% | 0% | $313,300 |
| CWM, LLC | 0.5% | 9,902 | -75% | 0% | $296,757 |
| CITADEL ADVISORS LLC | 0.45% | 8,819 | 0% | $264,300 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q1 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 403,885 | $12,307,819 | -$978,967 | $30.48 | 18 |
| 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 |