FIRST TRUST EXCHANGE-TRADED FUND VIII - XPND
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ferguson Shapiro LLC | History | New | 473,662 | 17,101 | 5.26% | — | 1 | +473,662 | New | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 89,996 | 3,249 | 0.0% | 0.0% | 2 | -10,546 | -10.49% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,861 | 1,294 | 0.0% | 0.0% | 3 | +5,569 | 18.38% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 35,119 | 1,268 | 0.0% | 0.0% | 4 | -9 | -0.03% | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 31,156 | 1,124 | 0.06% | 0.07% | 5 | -1,057 | -3.28% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 30,000 | 1,083 | 0.0% | — | 6 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 20,234 | 730 | 0.14% | 0.15% | 7 | -155 | -0.76% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,308 | 588 | 0.0% | — | 8 | +16,308 | New | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 14,125 | 509 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,462 | 449 | 0.0% | 0.0% | 10 | +493 | 4.12% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,422 | 376 | 0.0% | 0.01% | 11 | +490 | 4.93% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 10,159 | 366 | 0.0% | 0.0% | 12 | +550 | 5.72% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 9,710 | 350 | 0.0% | — | 13 | +9,710 | New | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,721 | 350 | 0.01% | 0.01% | 14 | +368 | 3.93% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 8,562 | 309 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | New | 6,675 | 241 | 0.0% | — | 16 | +6,675 | New | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,507 | 234 | 0.0% | 0.01% | 17 | -180 | -2.69% | Q4 2025 | Feb 03, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 6,273 | 226 | 0.0% | 0.0% | 18 | -473 | -7.01% | Q4 2025 | Jan 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,884 | 176 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 4,600 | 166 | 0.05% | 0.06% | 20 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,069 | 146 | 0.0% | — | 21 | +4,069 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,866 | 103 | 0.01% | — | 22 | +2,866 | New | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,833 | 66 | 0.0% | 0.0% | 23 | +1 | 0.05% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | No change | 1,058 | 38 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | No change | 730 | 26 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -154,647 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -37,936 | -100.0% | Q3 2025 | Feb 02, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,180 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,229 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q3 2025 | Nov 06, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |