FIRST TRUST EXCHANGE-TRADED FUND VIII - XIMR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | Reduced | 441,171 | 13,636 | 0.01% | 0.02% | 1 | -85,424 | -16.22% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 102,639 | 3,172 | 0.04% | 0.04% | 2 | +10,001 | 10.8% | Q1 2026 | Apr 28, 2026 |
| Advisory Resource Group | History | Added to | 28,812 | 890 | 0.15% | 0.14% | 3 | +3,721 | 14.83% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | Added to | 27,362 | 845 | 0.43% | 0.39% | 4 | +2,171 | 8.62% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 27,177 | 840 | 0.0% | 0.0% | 5 | +7,053 | 35.05% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,230 | 779 | 0.0% | 0.0% | 6 | +488 | 1.97% | Q1 2026 | Apr 30, 2026 |
| LVZ, Inc. | History | New | 16,215 | 501 | 0.06% | — | 7 | +16,215 | New | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,824 | 458 | 0.0% | — | 8 | +14,824 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,657 | 453 | 0.0% | 0.0% | 9 | -1,810 | -10.99% | Q1 2026 | May 04, 2026 |
| Accel Wealth Management | History | Added to | 14,240 | 440 | 0.11% | 0.11% | 10 | +776 | 5.76% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,229 | 408 | 0.01% | 0.03% | 11 | -34,387 | -72.22% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,258 | 378 | 0.0% | 0.0% | 12 | +1,910 | 18.46% | Q1 2026 | May 04, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 10,275 | 317 | 0.03% | 0.05% | 13 | -7,718 | -42.89% | Q1 2026 | Apr 16, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,193 | 315 | 0.01% | 0.01% | 14 | -480 | -4.5% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 9,695 | 299 | 0.0% | — | 15 | +9,695 | New | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | New | 8,598 | 265 | 0.05% | — | 16 | +8,598 | New | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,741 | 239 | 0.0% | 0.0% | 17 | +161 | 2.12% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,038 | 217 | 0.0% | — | 18 | +7,038 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,533 | 201 | 0.0% | — | 19 | +6,533 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | No change | 6,452 | 199 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,700 | 52 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 598 | 18 | 0.0% | 0.0% | 22 | -2,457 | -80.43% | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Added to | 244 | 7 | 0.0% | 0.0% | 23 | +161 | 193.98% | Q1 2026 | May 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,435 | -100.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,109 | -100.0% | Q1 2026 | May 15, 2026 |