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First Trust Portfolios reports 24.58% stake in First Trust Exchange-Traded Fund VIII

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed an amended Schedule 13G disclosing a combined beneficial ownership of 141,315 shares, or 24.58% of the class, in First Trust Exchange-Traded Fund VIII. First Trust Advisors holds shared voting and dispositive power over the shares. The filing is passive in nature.

FIRST TRUST EXCHANGE-TRADED FUND VIII · CIK 1667919 ·

Key facts

  • First Trust Portfolios L.P. owns 141,315 shares (24.58% of class)
  • First Trust Advisors L.P. owns 141,315 shares (24.58% of class)
  • The Charger Corporation owns 141,315 shares (24.58% of class)
  • First Trust Advisors holds shared voting power and shared dispositive power
  • Schedule 13G/A (amendment no. 5)
  • Issuer: First Trust Exchange-Traded Fund VIII (CIK 0001667919)

Why it matters

The amendment updates disclosure of a material passive stake in the ETF held through related First Trust entities and their parent company.

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Derived from SCHEDULE 13G/A filed 2026-06-05. Not investment advice. View the source filing on SEC.gov →