| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.14% | -100% | $35,514 | -$7,264,503 | 1,215 | -100% | Foundations Investment Advisors, LLC | 31 Jan 2025 |
As of 30 Sep 2025, 33 institutional investors reported holding 461,556 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (SEPM). This represents 43% of the company’s total 1,075,093 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (SEPM) together control 40% 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 |
|---|---|---|---|---|---|
| Encompass More Asset Management | 4.7% | 50,864 | -30% | 0.31% | $1,598,656 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.6% | 49,017 | +41% | 0% | $1,541,000 |
| ASHTON THOMAS SECURITIES, LLC | 3.5% | 37,350 | 0% | 0.16% | $1,173,911 |
| Cetera Investment Advisers | 3% | 32,096 | +12% | 0% | $1,008,777 |
| Donald L. Hagan, LLC | 2.7% | 28,652 | -6.3% | 0.44% | $900,532 |
| Ashton Thomas Private Wealth, LLC | 2.4% | 26,160 | 0.02% | $822,209 | |
| Americana Partners, LLC | 2% | 21,785 | 0.02% | $684,703 | |
| Kestra Advisory Services, LLC | 1.4% | 15,061 | +5.6% | 0% | $473,367 |
| Cambridge Investment Research Advisors, Inc. | 1.3% | 13,460 | +30% | 0% | $423,000 |
| BRASS TAX WEALTH MANAGEMENT, INC | 1.2% | 12,832 | +20% | 0.07% | $403,310 |
| AE Wealth Management LLC | 1.2% | 12,794 | -1.6% | 0% | $402,115 |
| Defined Financial Planning LLC | 1.1% | 12,116 | +36% | 0.32% | $381,775 |
| Atria Investments, Inc | 1.1% | 12,107 | +65% | 0% | $380,523 |
| LVZ, Inc. | 1.1% | 11,799 | 0% | 0.04% | $370,843 |
| CITADEL ADVISORS LLC | 1.1% | 11,792 | +14% | 0% | $370,623 |
| JANE STREET GROUP, LLC | 1.1% | 11,369 | 0% | $357,328 | |
| NOVEM GROUP | 1% | 10,995 | 0.04% | $345,573 | |
| Anfield Capital Management, LLC | 0.78% | 8,336 | 0% | 0.08% | $262,000 |
| Gallagher Fiduciary Advisors, LLC | 0.75% | 8,015 | 0.01% | $251,906 | |
| OSAIC HOLDINGS, INC. | 0.71% | 7,665 | 0% | 0% | $240,871 |
| Creekmur Asset Management LLC | 0.68% | 7,295 | +67% | 0.04% | $229,282 |
| HBW ADVISORY SERVICES LLC | 0.67% | 7,242 | 0.03% | $227,616 | |
| Mutual Advisors, LLC | 0.66% | 7,092 | 0% | 0% | $223,643 |
| Mariner, LLC | 0.66% | 7,072 | 0% | 0% | $222,273 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.62% | 6,627 | -85% | 0% | $208,287 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 26,945 | $856,709 | +$809,000 | $31.80 | 2 |
| 2025 Q3 | 461,556 | $14,509,053 | +$410,939 | $31.43 | 33 |
| 2025 Q2 | 449,821 | $13,851,811 | +$631,776 | $30.79 | 31 |
| 2025 Q1 | 429,314 | $12,767,753 | -$9,408,825 | $29.74 | 25 |
| 2024 Q4 | 744,734 | $22,218,271 | +$11,612,998 | $29.83 | 26 |
| 2024 Q3 | 355,467 | $10,542,434 | +$10,542,434 | $29.58 | 13 |