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 | 435,286 | 10,120 | 3.28% | 3.39% | 1 | -2,062 | -0.47% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 216,453 | 5,010 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 123,078 | 2,861 | 0.0% | 0.0% | 3 | -3,458 | -2.73% | Q3 2026 | Oct 30, 2026 |
| Cetera Investment Advisers | History | No change | 66,840 | 1,547 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 64,598 | 1,501 | 0.67% | 0.71% | 5 | -4,295 | -6.23% | Q3 2026 | Oct 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,664 | 1,247 | 0.0% | 0.01% | 6 | -229,611 | -81.06% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 49,425 | 1,149 | 0.0% | 0.0% | 7 | +39,490 | 397.48% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,381 | 795 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 28,097 | 650 | 0.33% | 0.33% | 9 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 21,182 | 492 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,631 | 431 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 17,199 | 399 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 13,842 | 322 | 0.0% | — | 13 | +13,842 | New | Q3 2026 | Nov 02, 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 | No change | 10,834 | 250 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 10,021 | 232 | 0.0% | 0.01% | 16 | -24,292 | -70.8% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,653 | 130 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,397 | 78 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,948 | 45 | 0.01% | 0.01% | 19 | +637 | 48.59% | Q3 2026 | Oct 23, 2026 |
| Strive Financial Group ,LLC | History | No change | 251 | 5 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -91,325 | -100.0% | Q3 2026 | Oct 19, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,420 | -100.0% | Q3 2026 | Oct 15, 2026 |