Security Snapshot

FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF) Institutional Ownership

CUSIP: 33740F870

13F Institutional Holders and Ownership History from Q1 2019 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

55

Shares (Excl. Options)

6,401,563

Price

$18.90

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+71,033
Value change
+$1,330,811
Number of holders
55
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
6,768,695
SEC-reported price per share
$18.84
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares is tracked under CUSIP 33740F870.
  • 55 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 51 to 55 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $119,962,905 to $120,989,862.

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

Latest holder context comes from 55 institutions filings for Q2 2026.

Open SEC evidence

Security key

33740F870

Latest holder period

Q2 2026

13F holders

55

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
LDSF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Arax Advisory Partners 9.5% $12,146,761 643,026 Arax Advisory Partners 31 Dec 2024

As of 30 Jun 2026, 55 institutional investors reported holding 6,401,563 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF). This represents 95% of the company’s total 6,768,695 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
91%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ROYAL BANK OF CANADA 25% 1,712,754 +3.5% 0.01% $32,371,000
LPL Financial LLC 24% 1,656,476 -2.2% 0.01% $31,307,387
Arax Advisory Partners 7.9% 532,477 -6.1% 0.07% $10,063,814
RAYMOND JAMES FINANCIAL INC 5.2% 351,067 -7.2% 0% $6,635,172
Capital Asset Advisory Services LLC 3.8% 255,610 -3.6% 0.17% $4,831,032
AXXCESS WEALTH MANAGEMENT, LLC 3.8% 255,610 0.08% $4,831,032
Sanctuary Advisors, LLC 3.2% 218,357 -6.2% 0.02% $4,126,956
MML INVESTORS SERVICES, LLC 3.1% 209,890 +27% 0.01% $3,966,930
StoneX Group Inc. 2.1% 143,230 +36% 0.11% $2,707,274
Kestra Advisory Services, LLC 1.4% 94,555 0.01% $1,787,090
ENVESTNET ASSET MANAGEMENT INC 1.4% 93,559 +0.61% 0% $1,768,263
D.A. DAVIDSON & CO. 1.3% 85,469 -0.1% 0.01% $1,615,364
Prospera Financial Services Inc 1.1% 77,559 +0.11% 0.02% $1,465,903
Proactive Wealth Strategies LLC 1% 70,470 -5.4% 0.21% $1,331,796
SILVER OAK SECURITIES, INCORPORATED 1% 69,871 +13% 0.08% $1,320,562
Cetera Investment Advisers 0.7% 47,290 +52% 0% $893,774
CITADEL ADVISORS LLC 0.61% 41,613 0% $786,486
BARRETT & COMPANY, INC. 0.6% 40,769 +89% 0.22% $770,535
RFG Advisory, LLC 0.57% 38,338 -6.1% 0.01% $724,586
COMMONWEALTH EQUITY SERVICES, LLC 0.53% 35,977 +33% 0% $679,960
Sigma Planning Corp 0.48% 32,208 -6.7% 0.02% $608,726
Cambridge Investment Research Advisors, Inc. 0.44% 29,502 +2.9% 0% $558,000
Mutual Advisors, LLC 0.43% 28,788 0% 0.01% $544,093
Private Advisor Group, LLC 0.36% 24,407 -37% 0% $461,288
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.35% 23,486 -16% 0% $443,885

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
30
Latest
Q2 2026
Rows shown
1-25 of 30
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 6,401,563 $120,989,862 +$1,330,811 $18.90 55
2026 Q1 6,338,056 $119,962,905 +$9,955,502 $18.92 51
2025 Q4 5,807,507 $111,241,967 +$20,323,826 $19.16 55
2025 Q3 4,735,913 $90,550,404 -$6,624,471 $19.12 57
2025 Q2 4,912,400 $93,291,230 +$10,066,783 $19.00 50
2025 Q1 4,378,367 $82,601,637 -$11,811,039 $18.87 52
2024 Q4 5,168,425 $97,023,324 +$17,633,078 $18.77 55
2024 Q3 4,438,119 $84,922,222 -$31,145,091 $19.16 52
2024 Q2 6,035,470 $112,821,185 +$43,776,701 $18.69 58
2024 Q1 3,583,299 $67,176,913 -$6,325,898 $18.75 55
2023 Q4 3,945,557 $74,349,517 -$8,191,155 $18.85 68
2023 Q3 4,315,515 $79,138,825 -$17,271,307 $18.34 60
2023 Q2 5,246,746 $96,834,127 -$25,592,335 $18.44 58
2023 Q1 6,511,782 $121,312,968 -$31,931,889 $18.63 61
2022 Q4 8,197,524 $151,216,630 +$10,646,065 $18.44 60
2022 Q3 7,778,274 $142,881,004 -$32,567,186 $18.37 58
2022 Q2 9,524,305 $178,126,508 -$54,330,282 $18.70 63
2022 Q1 11,577,486 $224,718,253 +$53,597,865 $19.41 61
2021 Q4 8,803,606 $176,145,925 +$36,988,028 $20.01 61
2021 Q3 6,970,176 $140,557,750 +$2,464,541 $20.16 51
2021 Q2 6,543,333 $132,806,004 +$4,721,974 $20.29 57
2021 Q1 6,406,313 $129,630,952 +$15,063,159 $20.23 53
2020 Q4 5,345,471 $109,377,226 +$14,593,343 $20.46 48
2020 Q3 4,517,108 $91,988,560 -$4,614,224 $20.37 45
2020 Q2 4,738,136 $96,099,085 +$7,508,512 $20.27 49
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