FIRST TRUST EXCHANGE-TRADED FUND VIII - RSSE
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Maltin Wealth Management, Inc. | History | Reduced | 437,348 | 10,124 | 3.39% | 3.7% | 1 | -12,153 | -2.7% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 283,275 | 6,557 | 0.01% | 0.01% | 2 | -18,556 | -6.15% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 216,453 | 5,010 | 0.0% | 0.0% | 3 | +30,218 | 16.23% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 126,536 | 2,929 | 0.0% | 0.0% | 4 | +4,574 | 3.75% | Q2 2026 | Jul 28, 2026 |
| Maia Wealth LLC | History | Reduced | 91,325 | 2,114 | 0.31% | 0.34% | 5 | -1,379 | -1.49% | Q2 2026 | Jul 28, 2026 |
| Noble Wealth Management PBC | History | Reduced | 68,893 | 1,594 | 0.71% | 0.82% | 6 | -6,499 | -8.62% | Q2 2026 | Jul 01, 2026 |
| Cetera Investment Advisers | History | Added to | 66,840 | 1,547 | 0.0% | 0.0% | 7 | +2,310 | 3.58% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,381 | 795 | 0.0% | 0.0% | 8 | -19,107 | -35.72% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 34,313 | 794 | 0.01% | 0.01% | 9 | +2,919 | 9.3% | Q2 2026 | Jul 15, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 28,097 | 650 | 0.33% | 0.39% | 10 | -3,876 | -12.12% | Q2 2026 | Jul 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 21,182 | 490 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,631 | 431 | 0.0% | — | 12 | +18,631 | New | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 17,199 | 399 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,425 | 288 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,834 | 250 | 0.0% | 0.01% | 15 | -20,021 | -64.89% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,935 | 229 | 0.0% | 0.0% | 16 | -3,817 | -27.76% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,653 | 130 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,800 | 103 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,397 | 78 | 0.0% | 0.01% | 19 | -15,843 | -82.34% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,420 | 32 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,311 | 30 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strive Financial Group ,LLC | History | No change | 251 | 5 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,097 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,641 | -100.0% | Q2 2026 | Jul 27, 2026 |