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 | No change | 388,677 | 12,235 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 98,533 | 3,101 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 53,643 | 1,688 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Resource Group | History | No change | 42,987 | 1,351 | 0.19% | 0.2% | 4 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Castleview Partners, LLC | History | Added to | 27,030 | 849 | 0.37% | 0.32% | 5 | +3,913 | 16.93% | Q3 2026 | Oct 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 24,597 | 774 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 23,181 | 728 | 0.0% | 0.0% | 7 | +2,120 | 10.07% | Q3 2026 | Nov 02, 2026 |
| LVZ, Inc. | History | Added to | 22,178 | 697 | 0.07% | 0.07% | 8 | +405 | 1.86% | Q3 2026 | Oct 20, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 21,320 | 671 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,052 | 599 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,951 | 596 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 15,999 | 502 | 0.07% | 0.08% | 12 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,988 | 440 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,614 | 428 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 12,304 | 386 | 0.02% | 0.02% | 15 | -254 | -2.02% | Q3 2026 | Oct 26, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,178 | 319 | 0.01% | 0.01% | 16 | -54 | -0.53% | Q3 2026 | Oct 14, 2026 |
| Accel Wealth Management | History | Reduced | 9,602 | 301 | 0.06% | 0.09% | 17 | -2,606 | -21.35% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,981 | 250 | 0.0% | 0.0% | 18 | +145 | 1.85% | Q3 2026 | Nov 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,570 | 206 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BARCLAYS PLC | History | No change | 6,452 | 203 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,844 | 58 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,000 | 31 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 606 | 19 | 0.0% | 0.0% | 23 | +5 | 0.83% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 157 | 4 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |