FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - September (RSSE) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Equal Weight Buffer ETF - September
Symbol
RSSE
Shares outstanding
1,300,441
Price per share
$21.40
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,149,687
Total reported value
$24,308,427
% of total 13F portfolios
0%
Share change
+15,191
Value change
+$346,659
Number of holders
25
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - September (RSSE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 14% -12% $3,353,266 +$297,160 176,860 +9.7% TRUIST FINANCIAL CORP 31 Mar 2025
SECURED RETIREMENT ADVISORS, LLC 5.9% $1,177,473 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 - FT Vest U.S. Equity Equal Weight Buffer ETF - September (RSSE). This represents 88% of the company’s total 1,300,441 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - September (RSSE) together control 88% 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 1.5% 20,125 +15% 0% $425,664
Brookstone Capital Management 1.5% 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. 0.78% 10,167 -8.9% 0% $215,000
OSAIC HOLDINGS, INC. 0.43% 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

Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - September (RSSE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 84,938 $1,818,072 -$216,102 $21.40 1
2025 Q3 1,149,687 $24,308,427 +$346,659 $21.15 25
2025 Q2 1,134,496 $23,244,380 +$1,378,083 $20.49 21
2025 Q1 1,067,355 $21,168,290 +$3,768,207 $19.83 20
2024 Q4 877,335 $17,415,090 +$10,527,349 $19.85 18
2024 Q3 346,725 $6,941,957 +$6,941,957 $20.05 7