| 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 Sep 2025, 25 institutional investors reported holding 1,149,687 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Trade Fund (RSSE). This represents 89% 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 89% 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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 21% | 266,812 | +3.5% | 0.01% | $5,643,000 |
| ENVESTNET ASSET MANAGEMENT INC | 11% | 144,268 | -21% | 0% | $3,051,402 |
| TRUIST FINANCIAL CORP | 11% | 142,123 | -22% | 0% | $3,006,044 |
| Maia Wealth LLC | 7.4% | 96,478 | 0.34% | $2,032,078 | |
| Noble Wealth Management PBC | 7.3% | 95,034 | 1.1% | $2,010,064 | |
| Cetera Investment Advisers | 7.2% | 93,870 | -11% | 0% | $1,985,444 |
| Advisory Services Network, LLC | 3.7% | 48,101 | +1.8% | 0.01% | $1,017,390 |
| SECURED RETIREMENT ADVISORS, LLC | 3.5% | 45,456 | -16% | 0.54% | $961,440 |
| OLD MISSION CAPITAL LLC | 2.6% | 33,459 | -14% | 0.03% | $707,691 |
| CITADEL ADVISORS LLC | 1.6% | 20,125 | +15% | 0% | $425,664 |
| Brookstone Capital Management | 1.6% | 20,078 | +22% | 0.01% | $424,670 |
| Maltin Wealth Management, Inc. | 1.5% | 19,800 | -19% | 0.17% | $418,790 |
| Capital Analysts, LLC | 1.4% | 18,528 | +12% | 0.01% | $392,000 |
| PFG Advisors | 1.4% | 18,047 | 0.02% | $381,712 | |
| STEPHENS INC /AR/ | 1.3% | 17,453 | -82% | 0% | $369,148 |
| HARBOUR INVESTMENTS, INC. | 1.3% | 16,825 | +119% | 0.01% | $355,866 |
| Janney Montgomery Scott LLC | 0.96% | 12,425 | 0% | $263,000 | |
| Kestra Advisory Services, LLC | 0.92% | 11,924 | +3.8% | 0% | $252,205 |
| Cambridge Investment Research Advisors, Inc. | 0.79% | 10,167 | -8.9% | 0% | $215,000 |
| OSAIC HOLDINGS, INC. | 0.44% | 5,653 | 0% | 0% | $119,565 |
| Sunbelt Securities, Inc. | 0.37% | 4,800 | 0% | 0.01% | $101,525 |
| IFP Advisors, Inc | 0.29% | 3,750 | 0% | 0% | $79,316 |
| Ameritas Advisory Services, LLC | 0.19% | 2,500 | 0% | $52,878 | |
| DHJJ Financial Advisors, Ltd. | 0.1% | 1,311 | +173% | 0.01% | $27,729 |
| Rockefeller Capital Management L.P. | 0.05% | 700 | 0% | $14,806 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 153,683 | $3,289,539 | +$401,788 | $21.40 | 4 |
| 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 |