FIRST TRUST EXCHANGE-TRADED FUND VIII - XIMR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | Reduced | 526,595 | 16,424 | 0.02% | 0.03% | 1 | -252,863 | -32.44% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 92,638 | 2,889 | 0.04% | 0.03% | 2 | +13,482 | 17.03% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 47,616 | 1,485 | 0.03% | 0.01% | 3 | +37,072 | 351.59% | Q4 2025 | Feb 17, 2026 |
| Castleview Partners, LLC | History | Added to | 25,191 | 785 | 0.39% | 0.4% | 4 | +1,612 | 6.84% | Q4 2025 | Jan 12, 2026 |
| Advisory Resource Group | History | No change | 25,091 | 782 | 0.14% | 0.14% | 5 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 24,742 | 771 | 0.0% | 0.0% | 6 | -1,031 | -4.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 20,124 | 627 | 0.0% | 0.0% | 7 | +4,109 | 25.66% | Q4 2025 | Mar 16, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 17,993 | 561 | 0.05% | 0.14% | 8 | -16,176 | -47.34% | Q4 2025 | Jan 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,467 | 513 | 0.0% | 0.0% | 9 | +6,148 | 59.58% | Q4 2025 | Feb 13, 2026 |
| Accel Wealth Management | History | Added to | 13,464 | 419 | 0.11% | 0.12% | 10 | +211 | 1.59% | Q4 2025 | Jan 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,673 | 332 | 0.01% | 0.02% | 11 | -9,284 | -46.52% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,348 | 322 | 0.0% | 0.0% | 12 | +363 | 3.64% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,580 | 236 | 0.0% | 0.0% | 13 | +119 | 1.59% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 6,452 | 201 | 0.0% | 0.0% | 14 | +46 | 0.72% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 6,435 | 200 | 0.06% | 0.1% | 15 | -3,320 | -34.03% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,055 | 95 | 0.0% | 0.0% | 16 | -91 | -2.89% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,109 | 65 | 0.0% | 0.0% | 17 | -2,269 | -51.83% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,700 | 53 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | New | 83 | 2 | 0.0% | — | 19 | +83 | New | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,826 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,995 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -10,504 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,694 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,532 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q3 2025 | Nov 14, 2025 |