FIRST TRUST EXCHANGE-TRADED FUND VIII - XIDE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 95,435 | 2,878 | 0.04% | 0.03% | 1 | +13,751 | 16.83% | Q4 2025 | Feb 05, 2026 |
| Sequent Planning LLC | History | Reduced | 70,368 | 2,122 | 0.54% | 0.71% | 2 | -12,385 | -14.97% | Q4 2025 | Feb 05, 2026 |
| Advisory Resource Group | History | Reduced | 68,031 | 2,051 | 0.36% | 0.39% | 3 | -3,486 | -4.87% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 62,399 | 1,881 | 0.04% | 0.04% | 4 | +1,459 | 2.39% | Q4 2025 | Feb 09, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 49,437 | 1,490 | 0.14% | 0.23% | 5 | -8,416 | -14.55% | Q4 2025 | Jan 22, 2026 |
| Accel Wealth Management | History | Added to | 45,865 | 1,383 | 0.38% | 0.36% | 6 | +5,639 | 14.02% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 29,531 | 890 | 0.0% | 0.0% | 7 | -1,964 | -6.24% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 24,558 | 740 | 0.0% | 0.0% | 8 | +65 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 23,415 | 706 | 0.0% | 0.0% | 9 | -10,763 | -31.49% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 17,152 | 624 | 0.13% | 0.05% | 10 | +10,052 | 141.58% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,550 | 499 | 0.0% | 0.0% | 11 | +4,973 | 42.96% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 16,148 | 487 | 0.0% | — | 12 | +16,148 | New | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | New | 12,438 | 375 | 0.02% | — | 13 | +12,438 | New | Q4 2025 | Jan 27, 2026 |
| Focus Financial Network, Inc. | History | Added to | 12,432 | 374 | 0.01% | 0.01% | 14 | +229 | 1.88% | Q4 2025 | Jan 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 11,726 | 353 | 0.01% | 0.01% | 15 | +2,145 | 22.39% | Q4 2025 | Feb 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 11,676 | 352 | 0.1% | 0.08% | 16 | -359 | -2.98% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,746 | 324 | 0.0% | 0.0% | 17 | +207 | 1.96% | Q4 2025 | Feb 10, 2026 |
| QTR Family Wealth, LLC | History | No change | 10,378 | 313 | 0.14% | 0.15% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 10,378 | 312 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 9,964 | 300 | 0.06% | 0.06% | 20 | +213 | 2.18% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | New | 9,609 | 289 | 0.0% | — | 21 | +9,609 | New | Q4 2025 | Mar 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 9,328 | 281 | 0.09% | 0.09% | 22 | +164 | 1.79% | Q4 2025 | Feb 03, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,501 | 226 | 0.03% | — | 23 | +7,501 | New | Q4 2025 | Feb 04, 2026 |
| BARCLAYS PLC | History | Reduced | 5,143 | 155 | 0.0% | 0.0% | 24 | -1,196 | -18.87% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,151 | 34 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -51,369 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,048 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,916 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -16,247 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Oct 14, 2025 |