Q3 2024 13F Holders as of 30 Sep 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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1,976,144
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Number of holders
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30
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Total 13F shares, excl. options
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1,405,093
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Shares change
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+41,107
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Total reported value, excl. options
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$42,507,885
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Value change
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+$1,214,530
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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
36 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 1,405,093 shares
of 1,976,144 outstanding shares and own 71.1% of the company stock.
Largest 10 shareholders include Foundations Investment Advisors, LLC (829,627 shares), COMMONWEALTH EQUITY SERVICES, LLC (100,849 shares), Cetera Investment Advisers (76,499 shares), Kestra Advisory Services, LLC (55,598 shares), Advisory Services Network, LLC (53,388 shares), Accel Wealth Management (27,059 shares), Mariner, LLC (26,890 shares), Presidio Capital Management, LLC (26,699 shares), Weaver Consulting Group (20,370 shares), and Kingsview Wealth Management, LLC (20,083 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.