FOUNDATIONS INVESTMENT ADVISORS, LLC

Holdings History for FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Product (XMAY)

Symbol: XMAY
Investment type: Equity / Exchange Traded Product
Latest Disclosed Shares Owned: 20,179 shares
Security Ownership %: 3.1%

Shares, Excluding Options vs Price

Value, Excluding Options

FOUNDATIONS INVESTMENT ADVISORS, LLC ownership in FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Product (XMAY)

01 Aug 2025 - FOUNDATIONS INVESTMENT ADVISORS, LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 20,179 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Product (XMAY). This represents 3.1% ownership of the company. This is the first filing by FOUNDATIONS INVESTMENT ADVISORS, LLC disclosing ownership of FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Product (XMAY).

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
FOUNDATIONS INVESTMENT ADVISORS, LLC	3.1%		$639,271	20,179			$31.68	13G/A	30 Jun 2025	01 Aug 2025, 16:58
FOUNDATIONS INVESTMENT ADVISORS, LLC	5.5%		$10,514,085	331,884			$31.68	13G	30 Jun 2025	28 Jul 2025, 19:12

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
30 Sep 2025	0.01%	-0%	$623,216	18,204	-1,975	-9.8%	$34.24	Q3 2025
30 Jun 2025	0.01%	+0%	$672,243	20,179	+1,060	+5.5%	$33.31	Q2 2025
31 Mar 2025	0.01%	-0%	$604,669	19,119	-333		$31.63	Q1 2025
31 Dec 2024	0.01%	-0%	$614,288	19,452	-833	-4.1%	$31.58	Q4 2024
30 Sep 2024	0.01%	+0.01%	$629,689	20,285	+20,285	NEW	$31.04	Q3 2024

* 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.