Funds holding First Trust Exchange-Traded Fund VIII
ISIN US33740F8059 · United States · LEI 549300NT36PJKGP5Y765
- Fund holders
- 2
- Of which ETFs
- 2 0 other funds
- Value held
- 11.2M $
2 tracked funds declare this security. So these figures do not say who holds it.
This issuer has other securities: First Trust Exchange-Traded Fund VIII (US33740F6236), First Trust Exchange-Traded Fund VIII (US33740F7630), First Trust Exchange-Traded Fund VIII (US33740U5056), First Trust Exchange-Traded Fund VIII (US33740F6640), First Trust Exchange-Traded Fund VIII (US33740F8471), First Trust Exchange-Traded Fund VIII (US33740U3077), First Trust Exchange-Traded Fund VIII (US33740F5998), First Trust Exchange-Traded Fund VIII (US33740F7226), First Trust Exchange-Traded Fund VIII (US33740F7481), First Trust Exchange-Traded Fund VIII (US33740U8852)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 228,242 | 9.8M $ | 9.92 % | as of Jul 31, 2026 ↗ |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 32,017 | 1.4M $ | 6.75 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 9.92 % | as of Jul 31, 2026 ↗ |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 6.75 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 2 | 0 | 260,259 | +9.1 % |
| 2026Q2 | 2 | 0 | 238,498 | -6.7 % |
| 2026Q1 | 2 | 0 | 255,565 | +48.8 % |
| 2025Q4 | 2 | -1 | 171,696 | -4.5 % |
| 2025Q3 | 3 | -1 | 179,788 | -61.3 % |
| 2025Q2 | 4 | +2 | 464,945 | +7.2 % |
| 2025Q1 | 2 | 0 | 433,600 | -28.3 % |
| 2024Q4 | 2 | 0 | 604,876 | -11.6 % |
| 2024Q3 | 2 | 0 | 683,953 | +10.7 % |
| 2024Q2 | 2 | 0 | 617,844 | -45.7 % |
| 2024Q1 | 2 | 0 | 1,137,928 | -18.9 % |
| 2023Q4 | 2 | 1,402,904 |
Institutional managers
318 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 8,906,859 | 388.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 8,092,909 | 352.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 5,954,859 | 259.6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,816,876 | 122.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 2,312,968 | 100.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 2,261,190 | 98.6M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,640,667 | 71.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,537,064 | 67M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,535,593 | 66.9M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 1,200,067 | 52.3M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 945,688 | 41.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 915,602 | 39.9M $ | as of Mar 31, 2026 |
| Geneos Wealth Management Inc. | 856,734 | 37.3M $ | as of Mar 31, 2026 |
| Commonwealth Financial Services, LLC | 784,257 | 34.2M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 764,931 | 33.3K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 759,099 | 33.1M $ | as of Mar 31, 2026 |
| Thrivent Financial for Lutherans | 739,524 | 32.2K $ | as of Mar 31, 2026 |
| &PARTNERS | 731,650 | 31.9M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 728,542 | 6.3M $ | as of Mar 31, 2026 |
| GDS Wealth Management | 685,735 | 29.9M $ | as of Mar 31, 2026 |
| Arax Advisory Partners | 638,957 | 27.9M $ | as of Mar 31, 2026 |
| Great Lakes Retirement, Inc. | 638,192 | 27.8M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 571,263 | 24.9M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 538,337 | 23.5M $ | as of Mar 31, 2026 |
| Prospera Financial Services Inc | 535,827 | 23.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding First Trust Exchange-Traded Fund VIII". https://titelia.com/en/stocks/first-trust-exchange-traded-fund-viii-US33740F8059