FIRST TRUST EXCHANGE-TRADED FUND VIII - RSSE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | History | New | 1,054,146 | 54,681 | 11.52% | — | 1 | +1,054,146 | New | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 296,334 | 6,342 | 0.01% | 0.01% | 2 | +29,522 | 11.06% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 133,724 | 2,862 | 0.0% | 0.0% | 3 | -10,544 | -7.31% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 133,396 | 2,855 | 0.0% | 0.0% | 4 | -8,727 | -6.14% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 106,649 | 2,282 | 0.0% | 0.0% | 5 | +12,779 | 13.61% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Reduced | 94,317 | 2,076 | 0.35% | 0.34% | 6 | -2,161 | -2.24% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 84,938 | 1,818 | 0.91% | 1.07% | 7 | -10,096 | -10.62% | Q4 2025 | Jan 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 49,110 | 1,051 | 0.01% | 0.01% | 8 | +1,009 | 2.1% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 47,027 | 1,006 | 0.0% | — | 9 | +47,027 | New | Q4 2025 | Feb 17, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 34,697 | 742 | 0.41% | 0.54% | 10 | -10,759 | -23.67% | Q4 2025 | Jan 30, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 31,032 | 664 | 0.26% | 0.17% | 11 | +11,232 | 56.73% | Q4 2025 | Jan 15, 2026 |
| Brookstone Capital Management | History | Added to | 27,981 | 598 | 0.01% | 0.01% | 12 | +7,903 | 39.36% | Q4 2025 | Jan 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 20,038 | 428 | 0.02% | — | 13 | +20,038 | New | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,525 | 417 | 0.01% | 0.01% | 14 | +2,700 | 16.05% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 17,199 | 368 | 0.01% | 0.01% | 15 | -1,329 | -7.17% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,417 | 287 | 0.0% | 0.0% | 16 | +3,250 | 31.97% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,425 | 266 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,763 | 230 | 0.0% | 0.0% | 18 | -1,161 | -9.74% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 10,641 | 227 | 0.0% | 0.0% | 19 | -6,812 | -39.03% | Q4 2025 | Feb 05, 2026 |
| VestGen Advisors, LLC | History | New | 9,824 | 210 | 0.01% | — | 20 | +9,824 | New | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 9,732 | 208 | 0.01% | — | 21 | +9,732 | New | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,653 | 120 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,800 | 102 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,311 | 28 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strive Financial Group ,LLC | History | New | 251 | 5 | 0.0% | — | 25 | +251 | New | Q4 2025 | Feb 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,459 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,125 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -18,047 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,750 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 14, 2025 |