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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | History | Reduced | 146,291 | 4,384 | 0.35% | 1.82% | 1 | -482,527 | -76.74% | Q1 2026 | Apr 16, 2026 |
| Advisory Resource Group | History | Reduced | 139,824 | 4,190 | 0.72% | 0.75% | 2 | -1,129 | -0.8% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 105,253 | 3,154 | 0.04% | 0.04% | 3 | +9,969 | 10.46% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 62,227 | 1,864 | 0.02% | 0.03% | 4 | +658 | 1.07% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 48,513 | 1,453 | 0.0% | 0.0% | 5 | -7,970 | -14.11% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 37,431 | 1,121 | 0.0% | 0.0% | 6 | -1,680 | -4.3% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 35,413 | 1,061 | 0.0% | 0.0% | 7 | -2,285 | -6.06% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 29,507 | 884 | 0.0% | 0.0% | 8 | +20,392 | 223.72% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 23,265 | 697 | 0.01% | — | 9 | +23,265 | New | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 21,471 | 643 | 0.17% | 0.19% | 10 | -1,719 | -7.41% | Q1 2026 | Apr 08, 2026 |
| Presidio Capital Management, LLC | History | No change | 21,166 | 634 | 0.18% | 0.19% | 11 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 19,383 | 580 | 0.03% | 0.03% | 12 | +250 | 1.31% | Q1 2026 | Apr 30, 2026 |
| Weaver Consulting Group | History | Reduced | 19,255 | 577 | 0.14% | 0.14% | 13 | -165 | -0.85% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Added to | 16,720 | 501 | 0.06% | 0.03% | 14 | +8,368 | 100.19% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,459 | 463 | 0.0% | 0.0% | 15 | -560 | -3.5% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,408 | 461 | 0.01% | 0.0% | 16 | +13,513 | 713.09% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,674 | 409 | 0.0% | 0.0% | 17 | -8,431 | -38.14% | Q1 2026 | Apr 27, 2026 |
| Grant Street Asset Management, Inc. | History | New | 13,144 | 393 | 0.08% | — | 18 | +13,144 | New | Q1 2026 | May 07, 2026 |
| QTR Family Wealth, LLC | History | No change | 12,019 | 364 | 0.15% | 0.16% | 19 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,795 | 353 | 0.0% | 0.01% | 20 | +5 | 0.04% | Q1 2026 | May 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 10,678 | 320 | 0.1% | 0.12% | 21 | -1,311 | -10.94% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,747 | 318 | 0.0% | 0.0% | 22 | -4,281 | -28.49% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,454 | 313 | 0.0% | 0.0% | 23 | +102 | 0.99% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 9,902 | 296 | 0.0% | 0.0% | 24 | -29,983 | -75.17% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,819 | 264 | 0.0% | — | 25 | +8,819 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | No change | 8,571 | 256 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prospera Financial Services Inc | History | No change | 8,549 | 256 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,196 | 245 | 0.01% | 0.01% | 28 | +193 | 2.41% | Q1 2026 | Apr 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 8,077 | 242 | 0.09% | — | 30 | +8,077 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 8,077 | 242 | 0.09% | 0.09% | 29 | +72 | 0.9% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,413 | 221 | 0.02% | 0.03% | 31 | -6,446 | -46.51% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | New | 6,919 | 207 | 0.04% | — | 32 | +6,919 | New | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,744 | 202 | 0.0% | 0.0% | 33 | +29 | 0.43% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 6,589 | 197 | 0.0% | 0.0% | 34 | +208 | 3.26% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,000 | 59 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 967 | 28 | 0.0% | 0.01% | 36 | -41 | -4.07% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 653 | 19 | 0.0% | 0.0% | 37 | -1,477 | -69.34% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 592 | 17 | 0.0% | — | 38 | +592 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 460 | 13 | 0.0% | 0.0% | 39 | -7,875 | -94.48% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 329 | 9 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 290 | 8 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 237 | 7 | 0.0% | 0.0% | 42 | -668 | -73.81% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,696 | -100.0% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,864 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,019 | -100.0% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,856 | -100.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |