Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / Exchange Traded Product
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Shares outstanding
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1.98M
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Number of holders
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24
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Total 13F shares, excl. options
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967K
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Shares change
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+918K
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Total reported value, excl. options
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$29.7M
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Value change
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+$28.2M
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Number of buys
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23
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Number of sells
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-1
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Price
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$30.73
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE) as of Q4 2023
25 filings reported holding XISE - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product as of Q4 2023.
FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 967K shares
of 1.98M outstanding shares and own 48.92% of the company stock.
Largest 10 shareholders include Foundations Investment Advisors, LLC (221K shares), Cetera Advisors LLC (142K shares), COMMONWEALTH EQUITY SERVICES, LLC (111K shares), WORLD EQUITY GROUP, INC. (84K shares), Cetera Investment Advisers (72.2K shares), Kestra Advisory Services, LLC (59.3K shares), Advisory Services Network, LLC (51.5K shares), LINCOLN NATIONAL CORP (40.7K shares), Accel Wealth Management (31.3K shares), and Presidio Capital Management, LLC (24.4K shares).
This table shows the top 24 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.