FIRST TRUST EXCHANGE-TRADED FUND VIII - XPND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ferguson Shapiro LLC | History | Added to | 530,624 | 17,417 | 5.31% | 5.26% | 1 | +56,962 | 12.03% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | New | 184,177 | 6,045 | 0.05% | — | 2 | +184,177 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 84,456 | 2,772 | 0.0% | 0.0% | 3 | -5,540 | -6.16% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 36,492 | 1,197 | 0.0% | 0.0% | 4 | +631 | 1.76% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,052 | 1,183 | 0.0% | 0.0% | 5 | +933 | 2.66% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 29,722 | 975 | 0.05% | 0.06% | 6 | -1,434 | -4.6% | Q1 2026 | Apr 15, 2026 |
| Harvest Investment Services, LLC | History | Added to | 20,721 | 680 | 0.12% | 0.14% | 7 | +487 | 2.41% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,476 | 508 | 0.0% | 0.0% | 8 | -832 | -5.1% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,225 | 499 | 0.04% | 0.04% | 9 | +1,100 | 7.79% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,144 | 431 | 0.0% | 0.0% | 10 | +682 | 5.47% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | New | 10,912 | 358 | 0.0% | — | 11 | +10,912 | New | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 10,841 | 355 | 0.0% | 0.0% | 12 | +682 | 6.71% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,579 | 347 | 0.0% | 0.0% | 13 | +869 | 8.95% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 9,972 | 327 | 0.0% | 0.0% | 14 | -450 | -4.32% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,818 | 322 | 0.01% | 0.01% | 15 | +97 | 1.0% | Q1 2026 | May 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,063 | 264 | 0.0% | 0.0% | 16 | -499 | -5.83% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,064 | 166 | 0.0% | 0.0% | 17 | +180 | 3.69% | Q1 2026 | May 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 4,200 | 138 | 0.04% | 0.05% | 18 | -400 | -8.7% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,866 | 94 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,900 | 62 | 0.01% | — | 20 | +1,900 | New | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,832 | 60 | 0.0% | 0.0% | 21 | -1 | -0.05% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,166 | 38 | 0.0% | — | 22 | +1,166 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 1,058 | 34 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | No change | 730 | 23 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 260 | 8 | 0.0% | — | 25 | +260 | New | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -6,675 | -100.0% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,507 | -100.0% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,273 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,069 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |