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

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
LDSF
Shares outstanding
6,768,695
Price per share
$19.16
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,735,913
Total reported value
$90,550,404
% of total 13F portfolios
0%
Share change
-349,582
Value change
-$6,624,471
Number of holders
57
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF) based on Schedule 13D/G filings

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 Sep 2025, 57 institutional investors reported holding 4,735,913 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF). This represents 70% of the company’s total 6,768,695 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF) together control 67% 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
LPL Financial LLC 17% 1,118,895 +13% 0.01% $21,393,263
ROYAL BANK OF CANADA 15% 1,043,567 +12% 0% $19,953,000
RAYMOND JAMES FINANCIAL INC 5% 340,534 +13% 0% $6,511,019
AXXCESS WEALTH MANAGEMENT, LLC 4.2% 284,205 +0.72% 0.11% $5,434,004
Capital Asset Advisory Services LLC 4.2% 283,708 +1.2% 0.23% $5,424,496
Mariner, LLC 3.6% 240,872 +1.3% 0.01% $4,605,479
MML INVESTORS SERVICES, LLC 2.7% 184,255 +4.5% 0.01% $3,522,950
Sanctuary Advisors, LLC 2.5% 169,537 -2.1% 0.02% $3,241,547
ENVESTNET ASSET MANAGEMENT INC 1.4% 95,146 -2.9% 0% $1,819,196
SILVER OAK SECURITIES, INCORPORATED 1.3% 88,873 0.13% $1,699,252
D.A. DAVIDSON & CO. 1.2% 84,089 -4.6% 0.01% $1,607,782
Prospera Financial Services Inc 1.1% 74,423 +4.5% 0.02% $1,422,996
Cambridge Investment Research Advisors, Inc. 1.1% 74,062 -0.99% 0% $1,416,000
IFG Advisory, LLC 1.1% 72,019 0.06% $1,377,003
COMMONWEALTH EQUITY SERVICES, LLC 0.74% 50,420 -7.7% 0% $964,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.67% 45,673 +55% 0% $873,268
Proactive Wealth Strategies LLC 0.59% 40,148 +1.1% 0.33% $767,634
Cetera Investment Advisers 0.56% 37,723 +0.51% 0% $721,276
Private Advisor Group, LLC 0.53% 35,757 -1.2% 0% $683,668
Sigma Planning Corp 0.51% 34,562 -8.6% 0.02% $660,825
RFG Advisory, LLC 0.48% 32,283 0.01% $617,246
Mutual Advisors, LLC 0.45% 30,788 -50% 0.01% $588,974
CITADEL ADVISORS LLC 0.39% 26,554 -49% 0% $507,712
PRINCIPAL SECURITIES, INC. 0.33% 22,558 -15% 0.01% $431,308
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.3% 20,048 +4.5% 0% $383,017

Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Common Shares (LDSF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 415,674 $7,959,365 -$175,244 $19.16 7
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
2020 Q1 4,169,817 $82,034,457 +$14,262,409 $19.62 46
2019 Q4 3,288,879 $67,487,649 +$41,173,753 $20.50 42
2019 Q3 1,258,128 $25,850,631 +$10,970,161 $20.55 22
2019 Q2 724,336 $14,805,883 +$6,250,268 $20.44 14
2019 Q1 418,775 $8,510,000 +$8,510,000 $20.32 13