First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF (XPND) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q4 2025

Type / Class
Equity / First Trust Expanded Technology ETF
Symbol
XPND
Shares outstanding
1,498,915
Price per share
$36.12
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
846,993
Total reported value
$30,581,257
% of total 13F portfolios
0%
Share change
+371,226
Value change
+$13,373,706
Number of holders
26
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF (XPND) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 5.2% $2,792,513 77,344 First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 26 institutional investors reported holding 846,993 shares of First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF (XPND). This represents 57% of the company’s total 1,498,915 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF (XPND) together control 57% 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
Ferguson Shapiro LLC 32% 473,662 5.3% $17,101,568
OSAIC HOLDINGS, INC. 6% 89,996 -10% 0% $3,249,896
HighTower Advisors, LLC 2.4% 35,861 +18% 0% $1,294,758
Cambridge Investment Research Advisors, Inc. 2.3% 35,119 -0.03% 0% $1,268,000
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2.1% 31,156 -3.3% 0.06% $1,124,888
TWO SIGMA INVESTMENTS, LP 2% 30,000 0% $1,083,150
Harvest Investment Services, LLC 1.3% 20,234 -0.76% 0.14% $730,549
CITADEL ADVISORS LLC 1.1% 16,308 0% $588,800
Clear Creek Financial Management, LLC 0.94% 14,125 0% 0.04% $509,983
ENVESTNET ASSET MANAGEMENT INC 0.83% 12,462 +4.1% 0% $449,927
FOUNDATIONS INVESTMENT ADVISORS, LLC 0.7% 10,422 +4.9% 0% $376,286
&PARTNERS 0.68% 10,159 +5.7% 0% $366,791
Arkadios Wealth Advisors 0.65% 9,721 +3.9% 0.01% $350,977
Sanctuary Advisors, LLC 0.65% 9,710 +29% 0% $350,587
KESTRA PRIVATE WEALTH SERVICES, LLC 0.57% 8,562 0% 0% $309,141
Cetera Investment Advisers 0.45% 6,675 0% $241,017
RFG Advisory, LLC 0.43% 6,507 -2.7% 0% $234,946
DAVENPORT & Co LLC 0.42% 6,273 -7% 0% $226,487
Geneos Wealth Management Inc. 0.33% 4,884 0% 0% $176,361
HAZLETT, BURT & WATSON, INC. 0.31% 4,600 0% 0.05% $166,000
Kestra Advisory Services, LLC 0.27% 4,069 0% $146,895
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.19% 2,866 0.01% $103,477
HARBOUR INVESTMENTS, INC. 0.12% 1,833 +0.05% 0% $66,164
IFP Advisors, Inc 0.07% 1,058 0% 0% $38,199
AE Wealth Management LLC 0.05% 730 0% 0% $26,357

Institutional Holders of First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF (XPND) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 846,993 $30,581,257 +$13,373,706 $36.10 26
2025 Q3 513,703 $18,138,607 +$1,567,699 $36.29 26
2025 Q2 470,630 $15,644,049 +$841,569 $33.68 21
2025 Q1 450,051 $12,707,787 +$4,025,358 $28.24 14
2024 Q4 303,256 $9,223,119 -$2,725,205 $30.41 16
2024 Q3 392,892 $11,290,785 +$14,515 $28.74 10
2024 Q2 393,999 $11,082,441 +$125,257 $28.13 10
2024 Q1 389,546 $10,338,741 +$1,157,332 $26.54 8
2023 Q4 345,935 $8,126,973 +$4,174,544 $23.49 6
2023 Q3 173,690 $3,550,265 -$6,667 $20.44 5
2023 Q2 173,532 $3,632,007 -$2,474,799 $20.93 7
2023 Q1 291,861 $5,367,814 -$10,144,056 $18.39 7
2022 Q4 925,647 $14,912,486 +$14,102,559 $16.11 6
2022 Q3 50,239 $752,000 -$12,981,602 $15.02 4
2022 Q2 860,684 $13,763,000 +$13,054,163 $16.00 6
2022 Q1 44,261 $893,000 -$17,161,802 $26.75 2
2021 Q4 790,543 $18,167,000 +$18,144,000 $22.99 3
2021 Q3 696,669 $14,191,000 +$3,152,835 $20.19 2
2021 Q2 540,493 $11,242,000 +$11,242,000 $20.80 3