FIRST TRUST EXCHANGE-TRADED FUND VIII - XMAY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Reduced | 87,998 | 3,069 | 0.01% | 0.02% | 1 | -8,755 | -9.05% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 52,680 | 1,837 | 0.15% | 0.16% | 2 | -276 | -0.52% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 36,731 | 1,281 | 0.0% | 0.0% | 3 | -100 | -0.27% | Q4 2025 | Feb 12, 2026 |
| Objectivity Squared, LLC | History | Reduced | 35,025 | 1,221 | 0.68% | 0.72% | 4 | -213 | -0.6% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,222 | 1,019 | 0.0% | 0.0% | 5 | -5,688 | -16.29% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 22,305 | 777 | 0.06% | 0.03% | 6 | +2,170 | 10.78% | Q4 2025 | Jan 09, 2026 |
| Sequent Planning LLC | History | Reduced | 18,636 | 649 | 0.17% | 0.18% | 7 | -3 | -0.02% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 18,087 | 630 | 0.01% | 0.01% | 8 | -117 | -0.64% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 17,706 | 617 | 0.0% | 0.0% | 9 | -33 | -0.19% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 15,188 | 529 | 0.01% | — | 10 | +15,188 | New | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,454 | 469 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sigma Planning Corp | History | Reduced | 13,041 | 454 | 0.01% | 0.02% | 12 | -6,977 | -34.85% | Q4 2025 | Jan 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,988 | 418 | 0.01% | 0.01% | 13 | +841 | 7.54% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,717 | 408 | 0.0% | 0.0% | 14 | -1,327 | -10.17% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 7,333 | 255 | 0.0% | 0.0% | 15 | -624 | -7.84% | Q4 2025 | Feb 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 7,000 | 244 | 0.06% | 0.08% | 16 | -2,000 | -22.22% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,010 | 209 | 0.0% | 0.0% | 17 | -47,466 | -88.76% | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | No change | 4,053 | 141 | 0.06% | 0.07% | 18 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,250 | 113 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 857 | 29 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 320 | 11 | 0.0% | — | 21 | +320 | New | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | New | 46 | 1 | 0.0% | — | 22 | +46 | New | Q4 2025 | Jan 29, 2026 |