| 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 31 Dec 2025, 25 institutional investors reported holding 2,228,930 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Trade Fund (RSSE). This represents 172% of the company’s total 1,295,107 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Trade Fund (RSSE) together control 172% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 81% | 1,054,146 | 12% | $54,681,348 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 23% | 296,334 | +11% | 0.01% | $6,342,940 |
| ENVESTNET ASSET MANAGEMENT INC | 10% | 133,724 | -7.3% | 0% | $2,862,311 |
| TRUIST FINANCIAL CORP | 10% | 133,396 | -6.1% | 0% | $2,855,291 |
| Cetera Investment Advisers | 8.2% | 106,649 | +14% | 0% | $2,282,789 |
| Maia Wealth LLC | 7.3% | 94,317 | -2.2% | 0.35% | $2,076,012 |
| Noble Wealth Management PBC | 6.6% | 84,938 | -11% | 0.91% | $1,818,072 |
| Advisory Services Network, LLC | 3.8% | 49,110 | +2.1% | 0.01% | $1,051,190 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.6% | 47,027 | 0% | $1,006,599 | |
| SECURED RETIREMENT ADVISORS, LLC | 2.7% | 34,697 | -24% | 0.41% | $742,679 |
| Maltin Wealth Management, Inc. | 2.4% | 31,032 | +57% | 0.26% | $664,231 |
| Brookstone Capital Management | 2.2% | 27,981 | +39% | 0.01% | $598,925 |
| Avidian Wealth Enterprises, LLC | 1.5% | 20,038 | 0.02% | $428,907 | |
| HARBOUR INVESTMENTS, INC. | 1.5% | 19,525 | +16% | 0.01% | $417,927 |
| Capital Analysts, LLC | 1.3% | 17,199 | -7.2% | 0.01% | $368,000 |
| Cambridge Investment Research Advisors, Inc. | 1% | 13,417 | +32% | 0% | $287,000 |
| Janney Montgomery Scott LLC | 0.96% | 12,425 | 0% | 0% | $266,000 |
| Kestra Advisory Services, LLC | 0.83% | 10,763 | -9.7% | 0% | $230,379 |
| STEPHENS INC /AR/ | 0.82% | 10,641 | -39% | 0% | $227,767 |
| VestGen Advisors, LLC | 0.76% | 9,824 | 0.01% | $210,280 | |
| Savvy Advisors, Inc. | 0.75% | 9,732 | 0.01% | $208,311 | |
| OSAIC HOLDINGS, INC. | 0.44% | 5,653 | 0% | 0% | $120,998 |
| Sunbelt Securities, Inc. | 0.37% | 4,800 | 0% | 0.01% | $102,743 |
| DHJJ Financial Advisors, Ltd. | 0.1% | 1,311 | 0% | 0.01% | $28,062 |
| Strive Financial Group ,LLC | 0.02% | 251 | 0% | 0% | $5,373 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |