Latest Period
Q2 2026
Security Snapshot
FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Trade Fund (RSSE) Institutional Ownership
CUSIP: 33740F185
13F Institutional Holders and Ownership History from Q3 2024 to Q2 2026
Institutions Reporting
22
Shares (Excl. Options)
1,504,590
Price
$23.15
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- Security type / class
- Equity / Exchange Trade Fund
- Symbol
- RSSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,504,590
- Total 13F value
- $34,832,740
- Portfolio coverage rank
- 0%
- Share change
- -86,446
- Value change
- -$1,931,039
- Number of holders
- 22
- Shares outstanding
- 1,295,107
- SEC-reported price per share
- $23.79
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- RSSE - FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Trade Fund is tracked under CUSIP 33740F185.
- 22 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 23 to 22 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $34,343,596 to $34,832,740.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 22 institutions filings for Q2 2026.
Security key
33740F185
Latest holder period
Q2 2026
13F holders
22
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F185:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
RSSE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 10% | -24% | $2,855,301 | -$930,334 | 133,396 | -25% | TRUIST FINANCIAL CORP | 31 Dec 2025 |
| SECURED RETIREMENT ADVISORS, LLC | 5.9% | $1,204,177 | 62,103 | SECURED RETIREMENT ADVISORS, LLC | 31 Dec 2024 |
As of 30 Jun 2026, 22 institutional investors reported holding 1,504,590 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Trade Fund (RSSE). This represents 116% of the company’s total 1,295,107 outstanding shares.
13F concentration
Top 23 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
116%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Maltin Wealth Management, Inc. | 34% | 437,348 | -2.7% | 3.4% | $10,124,606 |
| COMMONWEALTH EQUITY SERVICES, LLC | 22% | 283,275 | -6.1% | 0.01% | $6,557,820 |
| ENVESTNET ASSET MANAGEMENT INC | 17% | 216,453 | +16% | 0% | $5,010,887 |
| TRUIST FINANCIAL CORP | 9.8% | 126,536 | +3.8% | 0% | $2,929,308 |
| Maia Wealth LLC | 7.1% | 91,325 | -1.5% | 0.31% | $2,114,174 |
| Noble Wealth Management PBC | 5.3% | 68,893 | -8.6% | 0.73% | $1,594,873 |
| Cetera Investment Advisers | 5.2% | 66,840 | +3.6% | 0% | $1,547,346 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.7% | 34,381 | -36% | 0% | $795,920 |
| Brookstone Capital Management | 2.6% | 34,313 | +9.3% | 0.01% | $794,346 |
| SECURED RETIREMENT ADVISORS, LLC | 2.2% | 28,097 | -12% | 0.33% | $650,446 |
| Avidian Wealth Enterprises, LLC | 1.6% | 21,182 | 0% | 0.01% | $490,363 |
| JANE STREET GROUP, LLC | 1.4% | 18,631 | 0% | $431,308 | |
| Capital Analysts, LLC | 1.3% | 17,199 | 0% | 0.01% | $399,000 |
| Cambridge Investment Research Advisors, Inc. | 1.1% | 14,891 | -4.8% | 0% | $345,000 |
| Janney Montgomery Scott LLC | 0.96% | 12,425 | 0% | 0% | $288,000 |
| OLD MISSION CAPITAL LLC | 0.84% | 10,834 | -65% | 0.01% | $250,807 |
| Kestra Advisory Services, LLC | 0.77% | 9,935 | -28% | 0% | $229,995 |
| OSAIC HOLDINGS, INC. | 0.44% | 5,653 | 0% | 0% | $130,866 |
| HARBOUR INVESTMENTS, INC. | 0.26% | 3,397 | -82% | 0% | $78,641 |
| GHP Investment Advisors, Inc. | 0.11% | 1,420 | 0% | 0% | $32,873 |
| DHJJ Financial Advisors, Ltd. | 0.1% | 1,311 | 0% | 0.01% | $30,350 |
| Strive Financial Group ,LLC | 0.02% | 251 | 0% | 0% | $5,811 |
| CITADEL ADVISORS LLC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,504,590 | $34,832,740 | -$1,931,039 | $23.15 | 22 |
| 2026 Q1 | 1,595,836 | $34,343,596 | -$45,610,565 | $21.52 | 23 |
| 2025 Q4 | 2,228,930 | $79,884,134 | +$55,231,763 | $21.40 | 25 |
| 2025 Q3 | 1,149,687 | $24,308,427 | +$346,662 | $21.15 | 25 |
| 2025 Q2 | 1,134,496 | $23,244,380 | +$1,378,081 | $20.49 | 21 |
| 2025 Q1 | 1,067,355 | $21,168,290 | +$3,768,206 | $19.83 | 20 |
| 2024 Q4 | 877,335 | $17,415,090 | +$10,527,341 | $19.85 | 18 |
| 2024 Q3 | 346,725 | $6,941,957 | +$6,941,957 | $20.05 | 7 |