FIRST TRUST EXCHANGE-TRADED FUND VIII - XISE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | History | Reduced | 628,818 | 19,116 | 1.82% | 2.73% | 1 | -71,674 | -10.23% | Q4 2025 | Jan 22, 2026 |
| Advisory Resource Group | History | Added to | 140,953 | 4,284 | 0.75% | 0.74% | 2 | +4,893 | 3.6% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 95,284 | 2,896 | 0.04% | 0.03% | 3 | +13,650 | 16.72% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 61,569 | 1,871 | 0.03% | 0.03% | 4 | +411 | 0.67% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 56,483 | 1,717 | 0.0% | 0.0% | 5 | +16,377 | 40.83% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 39,885 | 1,213 | 0.0% | 0.0% | 6 | +4,681 | 13.3% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Reduced | 39,111 | 1,188 | 0.0% | 0.0% | 7 | -2,768 | -6.61% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 37,698 | 1,146 | 0.0% | 0.01% | 8 | -2,295 | -5.74% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | New | 28,696 | 872 | 0.0% | — | 9 | +28,696 | New | Q4 2025 | Jan 29, 2026 |
| Accel Wealth Management | History | Reduced | 23,190 | 704 | 0.19% | 0.25% | 10 | -4,768 | -17.05% | Q4 2025 | Jan 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,105 | 672 | 0.0% | 0.0% | 11 | -23,948 | -52.0% | Q4 2025 | Feb 12, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 21,166 | 643 | 0.19% | 0.27% | 12 | -4,000 | -15.89% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 19,864 | 603 | 0.0% | — | 13 | +19,864 | New | Q4 2025 | Mar 25, 2026 |
| Weaver Consulting Group | History | No change | 19,420 | 590 | 0.14% | 0.15% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 19,133 | 581 | 0.03% | — | 15 | +19,133 | New | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,019 | 487 | 0.0% | 0.0% | 16 | -1,736 | -9.78% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15,028 | 456 | 0.0% | 0.0% | 17 | -1,396 | -8.5% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,859 | 421 | 0.03% | 0.02% | 18 | +5,104 | 58.3% | Q4 2025 | Feb 03, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,019 | 365 | 0.0% | 0.0% | 19 | -2,000 | -14.27% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 11,989 | 364 | 0.12% | 0.1% | 20 | +2,106 | 21.31% | Q4 2025 | Feb 03, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 12,019 | 363 | 0.16% | 0.2% | 21 | -2,000 | -14.27% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,790 | 358 | 0.01% | 0.01% | 22 | +2 | 0.02% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,352 | 314 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,115 | 277 | 0.0% | 0.0% | 24 | +1,854 | 25.53% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | No change | 8,571 | 260 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,549 | 259 | 0.0% | 0.0% | 26 | -1,075 | -11.17% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,335 | 253 | 0.0% | 0.0% | 28 | -94 | -1.12% | Q4 2025 | Jan 23, 2026 |
| LVZ, Inc. | History | Added to | 8,352 | 253 | 0.03% | 0.03% | 27 | +17 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,003 | 243 | 0.01% | 0.01% | 30 | +1,134 | 16.51% | Q4 2025 | Jan 12, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 8,005 | 243 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 6,856 | 208 | 0.06% | 0.05% | 31 | -354 | -4.91% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,715 | 204 | 0.0% | 0.0% | 32 | +18 | 0.27% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 6,381 | 193 | 0.0% | 0.0% | 33 | +641 | 11.17% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,130 | 64 | 0.0% | 0.0% | 34 | -15,598 | -87.99% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,000 | 60 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,895 | 57 | 0.0% | 0.0% | 36 | -940 | -33.16% | Q4 2025 | Feb 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 1,008 | 30 | 0.01% | — | 37 | +1,008 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 905 | 27 | 0.0% | 0.0% | 38 | -9 | -0.98% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 330 | 10 | 0.0% | — | 39 | +330 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 329 | 10 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 290 | 8 | 0.01% | 0.0% | 41 | -244 | -45.69% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -533,559 | -100.0% | Q3 2025 | Nov 03, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -18,774 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,955 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |