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 | Added to | 449,501 | 9,673 | 3.7% | 0.26% | 1 | +418,469 | 1348.51% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 301,831 | 6,495 | 0.01% | 0.01% | 2 | +5,497 | 1.86% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 186,235 | 4,007 | 0.0% | 0.0% | 3 | +52,511 | 39.27% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 121,962 | 2,624 | 0.0% | 0.0% | 4 | -11,434 | -8.57% | Q1 2026 | Apr 27, 2026 |
| Maia Wealth LLC | History | Reduced | 92,704 | 1,995 | 0.34% | 0.35% | 5 | -1,613 | -1.71% | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | Reduced | 75,392 | 1,622 | 0.82% | 0.91% | 6 | -9,546 | -11.24% | Q1 2026 | Apr 02, 2026 |
| Cetera Investment Advisers | History | Reduced | 64,530 | 1,388 | 0.0% | 0.0% | 7 | -42,119 | -39.49% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 53,488 | 1,151 | 0.0% | 0.0% | 8 | +6,461 | 13.74% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 43,097 | 927 | 0.0% | — | 9 | +43,097 | New | Q1 2026 | May 15, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 31,973 | 688 | 0.39% | 0.41% | 10 | -2,724 | -7.85% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Added to | 31,394 | 675 | 0.01% | 0.01% | 11 | +3,413 | 12.2% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 30,855 | 664 | 0.01% | — | 12 | +30,855 | New | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 21,182 | 455 | 0.01% | 0.02% | 13 | +1,144 | 5.71% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 19,240 | 414 | 0.01% | 0.01% | 14 | -285 | -1.46% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | No change | 17,199 | 370 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,641 | 337 | 0.0% | 0.0% | 16 | +2,224 | 16.58% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,752 | 295 | 0.0% | 0.0% | 17 | +2,989 | 27.77% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,425 | 267 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,653 | 121 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,800 | 103 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1,420 | 30 | 0.0% | — | 21 | +1,420 | New | Q1 2026 | Apr 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,311 | 28 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Strive Financial Group ,LLC | History | No change | 251 | 5 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 11.52% | — | -1,054,146 | -100.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49,110 | -100.0% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,641 | -100.0% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,824 | -100.0% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,732 | -100.0% | Q1 2026 | May 11, 2026 |