FIRST TRUST EXCHANGE-TRADED FUND VIII - XISE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisory Resource Group | History | Reduced | 138,505 | 4,220 | 0.63% | 0.72% | 1 | -1,319 | -0.94% | Q2 2026 | Jul 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 101,873 | 3,104 | 0.03% | 0.04% | 2 | -3,380 | -3.21% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 63,017 | 1,920 | 0.02% | 0.02% | 3 | +790 | 1.27% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 57,753 | 1,760 | 0.0% | 0.0% | 4 | +28,246 | 95.73% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 46,051 | 1,403 | 0.0% | 0.0% | 5 | -2,462 | -5.07% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 35,143 | 1,070 | 0.0% | 0.0% | 6 | -2,288 | -6.11% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 34,576 | 1,049 | 0.06% | 0.35% | 7 | -111,715 | -76.36% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 31,015 | 945 | 0.0% | 0.0% | 8 | -4,398 | -12.42% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 25,410 | 774 | 0.01% | 0.01% | 9 | +2,145 | 9.22% | Q2 2026 | Aug 14, 2026 |
| Presidio Capital Management, LLC | History | No change | 21,166 | 645 | 0.16% | 0.18% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 19,638 | 598 | 0.03% | 0.03% | 11 | +255 | 1.32% | Q2 2026 | Aug 04, 2026 |
| Weaver Consulting Group | History | No change | 19,255 | 586 | 0.12% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Accel Wealth Management | History | Reduced | 18,785 | 572 | 0.13% | 0.17% | 13 | -2,686 | -12.51% | Q2 2026 | Jul 10, 2026 |
| LVZ, Inc. | History | Added to | 16,747 | 510 | 0.05% | 0.06% | 14 | +27 | 0.16% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 14,206 | 432 | 0.01% | 0.01% | 15 | -1,202 | -7.8% | Q2 2026 | Aug 12, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 13,295 | 405 | 0.07% | 0.08% | 16 | +151 | 1.15% | Q2 2026 | Aug 05, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 11,019 | 335 | 0.12% | 0.15% | 17 | -1,000 | -8.32% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,747 | 327 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 10,617 | 323 | 0.09% | 0.1% | 19 | -61 | -0.57% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,927 | 302 | 0.0% | 0.0% | 20 | -527 | -5.04% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 9,902 | 296 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 9,364 | 285 | 0.0% | 0.0% | 22 | -2,431 | -20.61% | Q2 2026 | Aug 18, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,434 | 257 | 0.0% | 0.0% | 23 | -115 | -1.35% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | New | 8,250 | 251 | 0.0% | — | 24 | +8,250 | New | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,135 | 247 | 0.01% | 0.01% | 25 | -61 | -0.74% | Q2 2026 | Jul 09, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 8,077 | 246 | 0.08% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 8,077 | 242 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Reduced | 7,730 | 235 | 0.0% | 0.0% | 28 | -841 | -9.81% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,773 | 206 | 0.0% | 0.0% | 29 | +29 | 0.43% | Q2 2026 | Sep 08, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 6,720 | 204 | 0.03% | 0.04% | 30 | -199 | -2.88% | Q2 2026 | Aug 10, 2026 |
| Keystone Wealth Services, LLC | History | New | 6,626 | 201 | 0.04% | — | 31 | +6,626 | New | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 6,589 | 200 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,000 | 91 | 0.01% | 0.02% | 33 | -4,413 | -59.53% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,175 | 66 | 0.0% | 0.0% | 34 | +1,522 | 233.08% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,000 | 60 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 982 | 29 | 0.0% | 0.0% | 36 | +15 | 1.55% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 464 | 14 | 0.0% | 0.0% | 37 | +4 | 0.87% | Q2 2026 | Jul 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 334 | 10 | 0.0% | 0.0% | 38 | +5 | 1.52% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | No change | 237 | 7 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Reduced | 41 | 1 | 0.0% | 0.0% | 40 | -551 | -93.07% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,459 | -100.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,674 | -100.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,819 | -100.0% | Q2 2026 | Sep 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |