FIRST TRUST EXCHANGE-TRADED FUND VIII - XIDE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHENS INC /AR/ | History | Added to | 104,507 | 3,102 | 0.04% | 0.04% | 1 | +9,072 | 9.51% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 80,512 | 2,390 | 0.04% | 0.04% | 2 | +18,113 | 29.03% | Q1 2026 | May 15, 2026 |
| Advisory Resource Group | History | Added to | 68,886 | 2,045 | 0.35% | 0.36% | 3 | +855 | 1.26% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Reduced | 67,904 | 2,016 | 0.49% | 0.54% | 4 | -2,464 | -3.5% | Q1 2026 | Apr 21, 2026 |
| Accel Wealth Management | History | Added to | 47,205 | 1,401 | 0.37% | 0.38% | 5 | +1,340 | 2.92% | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 33,350 | 990 | 0.08% | 0.14% | 6 | -16,087 | -32.54% | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Reduced | 26,536 | 787 | 0.0% | 0.0% | 7 | -2,995 | -10.14% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 24,658 | 732 | 0.0% | 0.0% | 8 | +100 | 0.41% | Q1 2026 | May 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 24,040 | 713 | 0.14% | — | 9 | +24,040 | New | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 23,301 | 691 | 0.0% | 0.0% | 10 | -114 | -0.49% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 18,667 | 554 | 0.01% | — | 11 | +18,667 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,910 | 531 | 0.0% | 0.0% | 12 | +8,301 | 86.39% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,722 | 496 | 0.0% | 0.0% | 13 | +172 | 1.04% | Q1 2026 | Apr 27, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,169 | 390 | 0.01% | 0.01% | 14 | +737 | 5.93% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,000 | 385 | 0.0% | 0.0% | 15 | +2,254 | 20.98% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | No change | 12,438 | 369 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| QTR Family Wealth, LLC | History | No change | 10,378 | 312 | 0.13% | 0.14% | 17 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 10,339 | 306 | 0.08% | 0.1% | 18 | -1,337 | -11.45% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 10,167 | 301 | 0.01% | 0.01% | 19 | -1,559 | -13.3% | Q1 2026 | Apr 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 9,409 | 279 | 0.09% | 0.09% | 20 | +81 | 0.87% | Q1 2026 | May 13, 2026 |
| LVZ, Inc. | History | New | 8,288 | 246 | 0.03% | — | 21 | +8,288 | New | Q1 2026 | Apr 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 7,501 | 222 | 0.02% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 7,220 | 214 | 0.05% | 0.13% | 23 | -9,932 | -57.91% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,151 | 34 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 910 | 27 | 0.0% | 0.0% | 25 | -4,233 | -82.31% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 860 | 25 | 0.0% | — | 26 | +860 | New | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,148 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,378 | -100.0% | Q1 2026 | May 13, 2026 |
| Grant Street Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -9,964 | -100.0% | Q1 2026 | May 07, 2026 |