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 | Reduced | 98,445 | 2,992 | 0.03% | 0.03% | 1 | -2,475 | -2.45% | Q3 2026 | Nov 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 81,607 | 2,479 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Resource Group | History | No change | 68,886 | 2,094 | 0.3% | 0.31% | 3 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 59,479 | 1,808 | 0.01% | 0.01% | 4 | +32,102 | 117.26% | Q3 2026 | Nov 10, 2026 |
| Accel Wealth Management | History | Added to | 48,372 | 1,470 | 0.32% | 0.33% | 5 | +483 | 1.01% | Q3 2026 | Oct 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 26,221 | 797 | 0.11% | 0.13% | 6 | -322 | -1.21% | Q3 2026 | Nov 04, 2026 |
| Cetera Investment Advisers | History | No change | 24,729 | 751 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,854 | 633 | 0.0% | 0.0% | 8 | -1,281 | -5.79% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 19,477 | 591 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 18,035 | 548 | 0.01% | 0.03% | 10 | -62,208 | -77.52% | Q3 2026 | Nov 09, 2026 |
| Mariner, LLC | History | Reduced | 16,833 | 511 | 0.0% | 0.0% | 11 | -7,825 | -31.73% | Q3 2026 | Nov 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,938 | 454 | 0.0% | 0.0% | 12 | +229 | 1.56% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,567 | 442 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,339 | 405 | 0.01% | 0.01% | 14 | -207 | -1.53% | Q3 2026 | Oct 14, 2026 |
| Sequent Planning LLC | History | No change | 13,027 | 395 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QTR Family Wealth, LLC | History | No change | 10,378 | 315 | 0.12% | 0.11% | 16 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 9,530 | 289 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 8,272 | 251 | 0.01% | 0.01% | 19 | -101 | -1.21% | Q3 2026 | Oct 26, 2026 |
| LVZ, Inc. | History | No change | 8,288 | 251 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 7,501 | 228 | 0.01% | 0.02% | 20 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 7,340 | 223 | 0.04% | 0.04% | 21 | +60 | 0.82% | Q3 2026 | Nov 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 7,298 | 221 | 0.0% | 0.01% | 22 | -1,019 | -12.25% | Q3 2026 | Nov 12, 2026 |
| Arax Advisory Partners | History | New | 4,118 | 125 | 0.0% | — | 23 | +4,118 | New | Q3 2026 | Nov 12, 2026 |
| BARCLAYS PLC | History | No change | 998 | 30 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 860 | 26 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | Added to | 472 | 14 | 0.0% | 0.0% | 26 | +332 | 237.14% | Q3 2026 | Nov 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 127 | 3 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -8,966 | -100.0% | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,151 | -100.0% | Q3 2026 | Nov 12, 2026 |