Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / Exchange Traded Product
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Shares outstanding
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2.2M
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Number of holders
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30
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Total shares
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1.41M
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Shares change
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+41.1K
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Total reported value, excl. options
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$42.5M
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Value change
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+$1.21M
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Number of buys
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16
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Number of sells
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-12
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Price
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$30.24
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE) as of Q3 2024
filings reported holding XISE - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product as of Q3 2024.
FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XISE) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.41M shares
of 2.2M outstanding shares and own 63.93% of the company stock.
Largest 10 shareholders include Foundations Investment Advisors, LLC (830K shares), COMMONWEALTH EQUITY SERVICES, LLC (101K shares), Cetera Investment Advisers (76.5K shares), Kestra Advisory Services, LLC (55.6K shares), Advisory Services Network, LLC (53.4K shares), Accel Wealth Management (27.1K shares), Mariner, LLC (26.9K shares), Presidio Capital Management, LLC (26.7K shares), Weaver Consulting Group (20.4K shares), and Kingsview Wealth Management, LLC (20.1K shares).
This table shows the top 30 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.