Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / Exchange Traded Product
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Shares outstanding
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1,976,144
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Number of holders
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33
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Total 13F shares, excl. options
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1,609,282
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Shares change
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+202,354
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Total reported value, excl. options
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$48,734,554
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Value change
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+$6,128,075
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Number of buys
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22
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Number of sells
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-11
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Price
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$30.28
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE) as of Q4 2024
38 filings reported holding XISE - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product as of Q4 2024.
FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,609,282 shares
of 1,976,144 outstanding shares and own 81.44% of the company stock.
Largest 10 shareholders include Foundations Investment Advisors, LLC (847,804 shares), Advisory Resource Group (116,317 shares), COMMONWEALTH EQUITY SERVICES, LLC (103,390 shares), Cetera Investment Advisers (65,332 shares), Kestra Advisory Services, LLC (58,721 shares), Advisory Services Network, LLC (55,001 shares), Mariner, LLC (39,940 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (31,337 shares), Accel Wealth Management (31,000 shares), and Presidio Capital Management, LLC (25,741 shares).
This table shows the top 33 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.