| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 11% | -12% | $3,035,372 | -$284,570 | 82,911 | -8.6% | TRUIST FINANCIAL CORP | 30 Sep 2025 |
| FIRST TRUST PORTFOLIOS LP | 0.31% | -100% | $83,108 | -$19,208,782 | 2,353 | -100% | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 30 Sep 2025, 31 institutional investors reported holding 490,109 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (XAUG). This represents 63% of the company’s total 774,869 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (XAUG) together control 62% 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 |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 11% | 82,911 | -10% | 0% | $3,046,614 |
| Cetera Investment Advisers | 6.8% | 52,784 | +181% | 0% | $1,939,580 |
| OSAIC HOLDINGS, INC. | 5.2% | 39,980 | +81% | 0% | $1,460,538 |
| Diligent Investors, LLC | 5% | 39,015 | +40% | 0.36% | $1,433,630 |
| Kestra Advisory Services, LLC | 4.6% | 35,459 | +27% | 0.01% | $1,302,962 |
| Ashton Thomas Private Wealth, LLC | 3.7% | 28,307 | +14% | 0.03% | $1,040,158 |
| CITADEL ADVISORS LLC | 3.1% | 23,640 | +121% | 0% | $868,666 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.4% | 18,971 | -31% | 0% | $697,101 |
| HARBOUR INVESTMENTS, INC. | 2.3% | 17,895 | -79% | 0.01% | $657,563 |
| Bouchey Financial Group Ltd | 2.3% | 17,563 | +5.2% | 0.05% | $645,364 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.1% | 16,207 | -3.6% | 0% | $596,000 |
| CROSSPOINT FINANCIAL, LLC | 1.8% | 14,291 | 1.3% | $525,131 | |
| LPL Financial LLC | 1.7% | 12,977 | -53% | 0% | $476,848 |
| Corient Private Wealth LLC | 1.5% | 11,600 | +100% | 0% | $426,249 |
| 1776 Wealth LLC | 1.2% | 9,649 | -32% | 0.14% | $354,558 |
| Mutual Advisors, LLC | 1.2% | 9,117 | 0% | 0.01% | $336,418 |
| LexAurum Advisors, LLC | 1.1% | 8,662 | 0.05% | $318,290 | |
| Foundations Investment Advisors, LLC | 1.1% | 8,323 | -1.3% | 0% | $305,834 |
| ENVESTNET ASSET MANAGEMENT INC | 1% | 8,016 | -0.56% | 0% | $294,553 |
| Sequent Planning LLC | 0.78% | 6,029 | 0.06% | $221,539 | |
| SILVER OAK SECURITIES, INCORPORATED | 0.74% | 5,752 | 0.02% | $211,361 | |
| CENTAURUS FINANCIAL, INC. | 0.52% | 3,996 | 0% | 0.01% | $147,000 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.49% | 3,788 | -4.8% | 0.02% | $139,192 |
| Advisory Services Network, LLC | 0.44% | 3,416 | 0% | $125,517 | |
| BARCLAYS PLC | 0.43% | 3,319 | +6.5% | 0% | $121,959 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 30,577 | $1,145,308 | +$151,060 | $37.47 | 4 |
| 2025 Q3 | 490,109 | $18,002,832 | -$994,728 | $36.75 | 31 |
| 2025 Q2 | 518,486 | $18,523,842 | -$10,826,529 | $35.72 | 31 |
| 2025 Q1 | 823,882 | $28,090,234 | +$4,878,721 | $34.10 | 29 |
| 2024 Q4 | 680,486 | $23,275,453 | -$2,054,386 | $34.19 | 31 |
| 2024 Q3 | 739,799 | $24,960,581 | +$18,298,638 | $33.74 | 34 |
| 2024 Q2 | 202,787 | $6,666,557 | -$1,259,443 | $32.86 | 22 |
| 2024 Q1 | 220,228 | $7,113,113 | -$3,101,303 | $32.30 | 20 |
| 2023 Q4 | 317,837 | $9,971,948 | -$34,307,379 | $31.37 | 24 |
| 2023 Q3 | 1,457,261 | $43,193,331 | +$43,193,331 | $29.64 | 19 |