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 |
| Sequent Planning LLC | History | Reduced | 67,904 | 2,016 | 0.49% | 0.54% | 2 | -2,464 | -3.5% | Q1 2026 | Apr 21, 2026 |
| Accel Wealth Management | History | Added to | 47,205 | 1,401 | 0.37% | 0.38% | 3 | +1,340 | 2.92% | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 33,350 | 990 | 0.08% | 0.14% | 4 | -16,087 | -32.54% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,722 | 496 | 0.0% | 0.0% | 5 | +172 | 1.04% | Q1 2026 | Apr 27, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,169 | 390 | 0.01% | 0.01% | 6 | +737 | 5.93% | Q1 2026 | Apr 14, 2026 |
| QTR Family Wealth, LLC | History | No change | 10,378 | 312 | 0.13% | 0.14% | 7 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 10,167 | 301 | 0.01% | 0.01% | 8 | -1,559 | -13.3% | Q1 2026 | Apr 29, 2026 |
| LVZ, Inc. | History | New | 8,288 | 246 | 0.03% | — | 9 | +8,288 | New | Q1 2026 | Apr 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 7,501 | 222 | 0.02% | 0.03% | 10 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Advisory Resource Group | History | Closed out | 0 | 0 | — | 0.36% | — | -68,031 | -100.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -62,399 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -29,531 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,558 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,415 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -17,152 | -100.0% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,148 | -100.0% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -12,438 | -100.0% | Q4 2025 | Jan 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -11,676 | -100.0% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,746 | -100.0% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,378 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Grant Street Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -9,964 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,609 | -100.0% | Q4 2025 | Mar 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -9,328 | -100.0% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,143 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,151 | -100.0% | Q4 2025 | Feb 17, 2026 |