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 | Added to | 163,236 | 4,941 | 0.71% | 0.63% | 1 | +24,731 | 17.86% | Q3 2026 | Oct 26, 2026 |
| STEPHENS INC /AR/ | History | No change | 101,873 | 3,104 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 63,017 | 1,920 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 57,753 | 1,760 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 46,051 | 1,403 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 35,143 | 1,070 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 32,969 | 997 | 0.06% | 0.06% | 7 | -1,607 | -4.65% | Q3 2026 | Oct 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 30,595 | 926 | 0.0% | 0.0% | 8 | -420 | -1.35% | Q3 2026 | Nov 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 25,410 | 774 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Presidio Capital Management, LLC | History | No change | 21,166 | 645 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 19,638 | 598 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Weaver Consulting Group | History | No change | 19,255 | 582 | 0.11% | 0.12% | 12 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| LVZ, Inc. | History | Added to | 16,783 | 508 | 0.05% | 0.05% | 13 | +36 | 0.21% | Q3 2026 | Oct 20, 2026 |
| Accel Wealth Management | History | Reduced | 16,635 | 503 | 0.11% | 0.13% | 14 | -2,150 | -11.45% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,206 | 432 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 12,254 | 371 | 0.0% | — | 16 | +12,254 | New | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,747 | 327 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 10,617 | 323 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,927 | 302 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 9,364 | 285 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Prospera Financial Services Inc | History | No change | 8,434 | 257 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 8,250 | 251 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,291 | 250 | 0.01% | 0.01% | 23 | +156 | 1.92% | Q3 2026 | Oct 14, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 8,182 | 247 | 0.08% | 0.08% | 24 | +105 | 1.3% | Q3 2026 | Oct 20, 2026 |
| LPL Financial LLC | History | No change | 7,730 | 235 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,773 | 206 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 6,720 | 204 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 6,589 | 200 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,175 | 66 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,500 | 45 | 0.0% | 0.0% | 30 | -500 | -25.0% | Q3 2026 | Oct 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 982 | 29 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 469 | 14 | 0.0% | 0.0% | 32 | +5 | 1.08% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 340 | 10 | 0.0% | 0.0% | 33 | +6 | 1.8% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 237 | 7 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 41 | 1 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grant Street Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -13,295 | -100.0% | Q3 2026 | Oct 26, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,019 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,626 | -100.0% | Q3 2026 | Nov 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |