As of November 7, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of First Trust Exchange-Traded Fund VIII. The largest reported stake is First Trust Portfolios L.P.'s, at 20.95%. 408 filings are on record since July 7, 2025 (Schedule 13G/A, November 6, 2026).
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Key facts
- · Reporting person: First Trust Portfolios L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 61,961 · SCHEDULE 13G/A, 2026-11-06
- · Reporting person: Precedent Wealth Partners, LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 355,070 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-11-05
- · Holder: Precedent Wealth Partners, LLC · Percent: 2.4% · SCHEDULE 13G/A
- · Holder: First Trust Portfolios L.P. · Percent: 5.52% · SCHEDULE 13G
- · Holder: First Trust Portfolios L.P. · Percent: 4.81% · SCHEDULE 13G/A
At 5% or more4
Filings408
Latest filing2026-11-06
First Trust Exchange-Traded Fund VIII has 408 Schedule 13D or 13G filings on record since 2025-07-07. 4 holders' latest filing reports 5% or more of ft vest u.s. equity moderate buffer etf - october. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| First Trust Portfolios L.P. | 20.95% | 2,199,393 | SCHEDULE 13G/A, 2026-11-06 | 2026-10-31 |
| Precedent Wealth Partners, LLC | 10.6% | 355,070 | SCHEDULE 13G/A, 2026-11-05 | 2026-09-30 |
| Money Concepts Capital Corp | 6.8% | 23,785 | SCHEDULE 13G, 2026-08-12 | 2026-06-11 |
| Foundations Investment Advisors, LLC | 6.6% | 51,369 | SCHEDULE 13G/A, 2025-11-03 | 2025-09-30 |
| Truist Financial Corp | 4.1% | 162,040 | SCHEDULE 13G/A, 2026-10-22 | 2026-09-30 |
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Keep reading
More on First Trust Exchange-Traded Fund VIII and the records around it.
Companies that share a holder
- MONEY CONCEPTS CAPITAL CORP also filed stake reports on 2 other companies: iSHARES TRUST (May 2026), FONAR CORP (Aug 2025)
- FOUNDATIONS INVESTMENT ADVISORS, LLC also filed stake reports on 7 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Nov 2025), Innovator ETFs Trust (Nov 2025), SSGA Active Trust (Nov 2025)
- TRUIST FINANCIAL CORP also filed stake reports on 31 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND III (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND IV (Oct 2026)
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What the Full Report on First Trust Exchange-Traded Fund VIII covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| First Trust Portfolios L.P. | 0 | 0 | 0 | 61,961 | SCHEDULE 13G/A, 2026-11-06 |
| First Trust Advisors L.P. | 0 | 2,137,432 | 0 | 2,199,393 | SCHEDULE 13G/A, 2026-11-06 |
| The Charger Corporation | 0 | 2,137,432 | 0 | 2,199,393 | SCHEDULE 13G/A, 2026-11-06 |
| Precedent Wealth Partners, LLC | 0 | 0 | 355,070 | 0 | SCHEDULE 13G/A, 2026-11-05 |
| Money Concepts Capital Corp | 0 | 0 | 23,785 | 0 | SCHEDULE 13G, 2026-08-12 |
| Truist Financial Corp | 0 | 0 | 162,040 | 0 | SCHEDULE 13G/A, 2026-10-22 |
The latest filing identifies First Trust Exchange-Traded Fund VIII by CUSIP 33740U695 and gives its principal executive office as 120 East Liberty Drive, Suite 400, Wheaton, IL 60187 (SCHEDULE 13G/A, 2026-11-06).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-07 | First Trust Portfolios L.P. | 38.31% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 24.47% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 10.19% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 22.92% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 40.79% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 0.31% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 0.18% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 0.19% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 0.2% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 0.53% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 0.39% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 1.34% | SCHEDULE 13G/A |
| 2025-07-07 | First Trust Portfolios L.P. | 12.4% | SCHEDULE 13G/A |
| 2025-07-14 | Truist Financial Corp | 6.2% | SCHEDULE 13G |
| 2025-07-14 | Truist Financial Corp | 23.1% | SCHEDULE 13G/A |
| 2025-07-14 | Truist Financial Corp | 5% | SCHEDULE 13G/A |
| 2025-07-15 | Truist Financial Corp | 15.6% | SCHEDULE 13G/A |
| 2025-07-15 | Truist Financial Corp | 13.1% | SCHEDULE 13G/A |
| 2025-07-15 | Truist Financial Corp | 6.2% | SCHEDULE 13G/A |
| 2025-07-16 | First Trust Portfolios L.P. | 45.94% | SCHEDULE 13G/A |
| 2025-07-16 | First Trust Portfolios L.P. | 37.76% | SCHEDULE 13G/A |
| 2025-07-16 | First Trust Portfolios L.P. | 25.65% | SCHEDULE 13G/A |
| 2025-07-16 | First Trust Portfolios L.P. | 30.42% | SCHEDULE 13G/A |
| 2025-07-16 | First Trust Portfolios L.P. | 31.97% | SCHEDULE 13G/A |
| 2025-07-16 | First Trust Portfolios L.P. | 43.23% | SCHEDULE 13G/A |
| 2025-07-16 | First Trust Portfolios L.P. | 31.01% | SCHEDULE 13G/A |
| 2025-07-21 | First Trust Portfolios L.P. | 34.43% | SCHEDULE 13G/A |
| 2025-07-21 | First Trust Portfolios L.P. | 41.56% | SCHEDULE 13G/A |
| 2025-07-21 | First Trust Portfolios L.P. | 69.14% | SCHEDULE 13G/A |
| 2025-07-21 | First Trust Portfolios L.P. | 60.15% | SCHEDULE 13G/A |
| 2025-07-21 | First Trust Portfolios L.P. | 58.45% | SCHEDULE 13G/A |
| 2025-07-21 | First Trust Portfolios L.P. | 59.59% | SCHEDULE 13G/A |
| 2025-07-21 | First Trust Portfolios L.P. | 62.04% | SCHEDULE 13G/A |
| 2025-07-21 | First Trust Portfolios L.P. | 61.89% | SCHEDULE 13G/A |
| 2025-07-23 | First Trust Portfolios L.P. | 64.52% | SCHEDULE 13G/A |
| 2025-07-23 | First Trust Portfolios L.P. | 12.4% | SCHEDULE 13G/A |
| 2025-07-23 | First Trust Portfolios L.P. | 11.78% | SCHEDULE 13G/A |
| 2025-07-23 | First Trust Portfolios L.P. | 14.69% | SCHEDULE 13G/A |
| 2025-07-23 | First Trust Portfolios L.P. | 14.19% | SCHEDULE 13G/A |
| 2025-07-23 | First Trust Portfolios L.P. | 16.59% | SCHEDULE 13G/A |
| 2025-07-23 | First Trust Portfolios L.P. | 19.96% | SCHEDULE 13G/A |
| 2025-07-23 | First Trust Portfolios L.P. | 21.43% | SCHEDULE 13G/A |
| 2025-07-28 | Foundations Investment Advisors, LLC | 5.5% | SCHEDULE 13G |
| 2025-07-28 | Foundations Investment Advisors, LLC | 38.3% | SCHEDULE 13G/A |
| 2025-07-28 | First Trust Portfolios L.P. | 45.74% | SCHEDULE 13G/A |
| 2025-07-28 | First Trust Portfolios L.P. | 60.77% | SCHEDULE 13G/A |
| 2025-07-28 | First Trust Portfolios L.P. | 27.43% | SCHEDULE 13G/A |
| 2025-07-28 | First Trust Portfolios L.P. | 12.53% | SCHEDULE 13G/A |
| 2025-07-28 | First Trust Portfolios L.P. | 6.82% | SCHEDULE 13G |
| 2025-08-01 | Foundations Investment Advisors, LLC | 3.1% | SCHEDULE 13G/A |
| 2025-08-06 | Truist Financial Corp | 12.1% | SCHEDULE 13G/A |
| 2025-08-07 | First Trust Portfolios L.P. | 17.65% | SCHEDULE 13G/A |
| 2025-08-07 | First Trust Portfolios L.P. | 10.33% | SCHEDULE 13G/A |
| 2025-09-08 | First Trust Portfolios L.P. | 39.46% | SCHEDULE 13G/A |
| 2025-09-08 | First Trust Portfolios L.P. | 69.23% | SCHEDULE 13G/A |
| 2025-09-08 | First Trust Portfolios L.P. | 8.99% | SCHEDULE 13G/A |
| 2025-09-08 | First Trust Portfolios L.P. | 21.92% | SCHEDULE 13G/A |
| 2025-09-08 | First Trust Portfolios L.P. | 26.85% | SCHEDULE 13G/A |
| 2025-10-06 | Foundations Investment Advisors, LLC | 27% | SCHEDULE 13G/A |
| 2025-10-07 | First Trust Portfolios L.P. | 13.93% | SCHEDULE 13G |
| 2025-10-07 | First Trust Portfolios L.P. | 30.84% | SCHEDULE 13G/A |
| 2025-10-07 | First Trust Portfolios L.P. | 35.75% | SCHEDULE 13G/A |
| 2025-10-07 | First Trust Portfolios L.P. | 26.55% | SCHEDULE 13G/A |
| 2025-10-07 | First Trust Portfolios L.P. | 33.22% | SCHEDULE 13G/A |
| 2025-10-07 | First Trust Portfolios L.P. | 26.51% | SCHEDULE 13G |
| 2025-10-07 | First Trust Portfolios L.P. | 0.46% | SCHEDULE 13G/A |
| 2025-10-07 | First Trust Portfolios L.P. | 0.48% | SCHEDULE 13G/A |
| 2025-10-07 | First Trust Portfolios L.P. | 18.42% | SCHEDULE 13G/A |
| 2025-10-07 | First Trust Portfolios L.P. | 10.37% | SCHEDULE 13G/A |
| 2025-10-15 | Truist Financial Corp | 5.6% | SCHEDULE 13G/A |
| 2025-10-16 | Truist Financial Corp | 10.7% | SCHEDULE 13G/A |
| 2025-10-16 | Truist Financial Corp | 19.6% | SCHEDULE 13G/A |
| 2025-10-16 | Truist Financial Corp | 0.2% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 16.54% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 15.69% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 16.85% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 17.41% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 18.42% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 13.18% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 12.53% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 35.07% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 35.4% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 30.4% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 34.08% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 37.55% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 29.44% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 20.32% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 23.38% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 24.84% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 25.76% | SCHEDULE 13G/A |
| 2025-10-22 | First Trust Portfolios L.P. | 26.57% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 49.06% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 42.87% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 41.1% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 62.31% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 62.55% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 60.36% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 60.42% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 70.89% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 64.08% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 69% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 70.63% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 64.86% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 50.44% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 60.45% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 59.73% | SCHEDULE 13G/A |
| 2025-10-24 | First Trust Portfolios L.P. | 43.6% | SCHEDULE 13G/A |
| 2025-10-29 | First Trust Portfolios L.P. | 71.3% | SCHEDULE 13G/A |
| 2025-10-29 | First Trust Portfolios L.P. | 5.1% | SCHEDULE 13G |
| 2025-10-29 | First Trust Portfolios L.P. | 5.31% | SCHEDULE 13G |
| 2025-10-31 | First Trust Portfolios L.P. | 4.44% | SCHEDULE 13G/A |
| 2025-10-31 | First Trust Portfolios L.P. | 3.21% | SCHEDULE 13G/A |
| 2025-10-31 | First Trust Portfolios L.P. | 8.97% | SCHEDULE 13G |
| 2025-11-03 | Foundations Investment Advisors, LLC | 6.6% | SCHEDULE 13G/A |
| 2025-11-06 | First Trust Portfolios L.P. | 20.9% | SCHEDULE 13G/A |
| 2025-11-06 | First Trust Portfolios L.P. | 10.58% | SCHEDULE 13G/A |
| 2025-11-06 | First Trust Portfolios L.P. | 19.67% | SCHEDULE 13G/A |
| 2025-11-06 | First Trust Portfolios L.P. | 47.11% | SCHEDULE 13G/A |
| 2025-11-07 | Truist Financial Corp | 12.7% | SCHEDULE 13G/A |
| 2025-12-05 | First Trust Portfolios L.P. | 34.5% | SCHEDULE 13G/A |
| 2025-12-05 | First Trust Portfolios L.P. | 18.29% | SCHEDULE 13G/A |
| 2025-12-05 | First Trust Portfolios L.P. | 25.57% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 33.54% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 54.14% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 48.99% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 40.03% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 22.36% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 16.06% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 10.52% | SCHEDULE 13G |
| 2026-01-07 | First Trust Portfolios L.P. | 14.07% | SCHEDULE 13G |
| 2026-01-07 | First Trust Portfolios L.P. | 10.2% | SCHEDULE 13G |
| 2026-01-07 | First Trust Portfolios L.P. | 38.24% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 32.62% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 1.83% | SCHEDULE 13G/A |
| 2026-01-07 | First Trust Portfolios L.P. | 10.51% | SCHEDULE 13G/A |
| 2026-01-14 | First Trust Portfolios L.P. | 20.01% | SCHEDULE 13G/A |
| 2026-01-14 | First Trust Portfolios L.P. | 20.05% | SCHEDULE 13G/A |
| 2026-01-14 | First Trust Portfolios L.P. | 14.2% | SCHEDULE 13G/A |
| 2026-01-14 | First Trust Portfolios L.P. | 14.43% | SCHEDULE 13G/A |
| 2026-01-14 | First Trust Portfolios L.P. | 14.67% | SCHEDULE 13G/A |
| 2026-01-20 | Truist Financial Corp | 10.3% | SCHEDULE 13G/A |
| 2026-01-20 | Truist Financial Corp | 9.3% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 38.16% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 33.94% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 35.1% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 38.89% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 34.44% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 46% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 36.01% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 36.13% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 40.17% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 34.22% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 22.22% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 24.5% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 22.22% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 22.34% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 21.65% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 30.48% | SCHEDULE 13G/A |
| 2026-01-20 | First Trust Portfolios L.P. | 27.3% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 73.53% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 64.7% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 60.67% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 63.35% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 65% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 62.67% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 64.79% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 73.47% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 66.44% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 65.02% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 65.89% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 51.58% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 49.06% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 62.14% | SCHEDULE 13G/A |
| 2026-01-23 | First Trust Portfolios L.P. | 56.5% | SCHEDULE 13G/A |
| 2026-01-27 | First Trust Portfolios L.P. | 5.12% | SCHEDULE 13G |
| 2026-01-27 | First Trust Portfolios L.P. | 5.11% | SCHEDULE 13G |
| 2026-01-30 | First Trust Portfolios L.P. | 7.11% | SCHEDULE 13G |
| 2026-01-30 | First Trust Portfolios L.P. | 6.46% | SCHEDULE 13G |
| 2026-01-30 | First Trust Portfolios L.P. | 8.62% | SCHEDULE 13G |
| 2026-01-30 | First Trust Portfolios L.P. | 8.61% | SCHEDULE 13G |
| 2026-01-30 | First Trust Portfolios L.P. | 8.67% | SCHEDULE 13G |
| 2026-01-30 | First Trust Portfolios L.P. | 0.9% | SCHEDULE 13G/A |
| 2026-01-30 | First Trust Portfolios L.P. | 5.16% | SCHEDULE 13G |
| 2026-02-06 | First Trust Portfolios L.P. | 41.37% | SCHEDULE 13G/A |
| 2026-02-06 | First Trust Portfolios L.P. | 10.92% | SCHEDULE 13G/A |
| 2026-02-06 | First Trust Portfolios L.P. | 10.34% | SCHEDULE 13G/A |
| 2026-02-06 | First Trust Portfolios L.P. | 10.08% | SCHEDULE 13G/A |
| 2026-03-06 | Truist Financial Corp | 0.9% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 11.72% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 32.58% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 59.89% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 17.67% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 21.97% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 49% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 16.39% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 24.81% | SCHEDULE 13G/A |
| 2026-03-06 | First Trust Portfolios L.P. | 40.07% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 48.36% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 17.25% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 27.03% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 15.39% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 36.52% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 31.87% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 4.54% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 37.5% | SCHEDULE 13G |
| 2026-04-07 | First Trust Portfolios L.P. | 30.76% | SCHEDULE 13G |
| 2026-04-07 | First Trust Portfolios L.P. | 17.07% | SCHEDULE 13G |
| 2026-04-07 | First Trust Portfolios L.P. | 1.69% | SCHEDULE 13G/A |
| 2026-04-07 | First Trust Portfolios L.P. | 13.21% | SCHEDULE 13G |
| 2026-04-07 | First Trust Portfolios L.P. | 17.08% | SCHEDULE 13G/A |
| 2026-04-14 | First Trust Portfolios L.P. | 16.17% | SCHEDULE 13G/A |
| 2026-04-14 | First Trust Portfolios L.P. | 15.99% | SCHEDULE 13G/A |
| 2026-04-14 | First Trust Portfolios L.P. | 13.84% | SCHEDULE 13G/A |
| 2026-04-14 | First Trust Portfolios L.P. | 13.12% | SCHEDULE 13G/A |
| 2026-04-14 | First Trust Portfolios L.P. | 15.57% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 25.45% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 20.72% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 19.28% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 19.89% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 25.67% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 24.49% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 23.31% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 25.85% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 19.07% | SCHEDULE 13G/A |
| 2026-04-17 | First Trust Portfolios L.P. | 19.29% | SCHEDULE 13G/A |
| 2026-04-20 | Truist Financial Corp | 7% | SCHEDULE 13G/A |
| 2026-04-20 | Truist Financial Corp | 8.1% | SCHEDULE 13G/A |
| 2026-04-20 | Truist Financial Corp | 6.5% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 41.68% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 35.01% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 32.97% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 37.07% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 37.06% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 49.37% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 38.23% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 38.9% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 43.1% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 32.9% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 50.29% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 41.84% | SCHEDULE 13G/A |
| 2026-04-22 | First Trust Portfolios L.P. | 31.32% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 53.06% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 75.73% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 66.62% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 65.88% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 67.12% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 67.81% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 66.81% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 69.5% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 52.72% | SCHEDULE 13G/A |
| 2026-04-27 | First Trust Portfolios L.P. | 63.3% | SCHEDULE 13G/A |
| 2026-04-30 | First Trust Portfolios L.P. | 6.46% | SCHEDULE 13G |
| 2026-04-30 | First Trust Portfolios L.P. | 3.89% | SCHEDULE 13G/A |
| 2026-04-30 | First Trust Portfolios L.P. | 4.04% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 24.58% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 44.2% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 70.48% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 18.15% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 25.05% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 12.78% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 37.33% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 10.99% | SCHEDULE 13G |
| 2026-06-05 | First Trust Portfolios L.P. | 25.19% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Portfolios L.P. | 25.98% | SCHEDULE 13G/A |
| 2026-07-02 | Precedent Wealth Partners, LLC | 28.3% | SCHEDULE 13G |
| 2026-07-02 | Precedent Wealth Partners, LLC | 13.8% | SCHEDULE 13G |
| 2026-07-07 | First Trust Portfolios L.P. | 23.39% | SCHEDULE 13G/A |
| 2026-07-07 | First Trust Portfolios L.P. | 28.73% | SCHEDULE 13G/A |
| 2026-07-07 | First Trust Portfolios L.P. | 30.1% | SCHEDULE 13G/A |
| 2026-07-07 | First Trust Portfolios L.P. | 4.72% | SCHEDULE 13G/A |
| 2026-07-07 | First Trust Portfolios L.P. | 10.63% | SCHEDULE 13G |
| 2026-07-07 | First Trust Portfolios L.P. | 2.87% | SCHEDULE 13G/A |
| 2026-07-07 | First Trust Portfolios L.P. | 0.88% | SCHEDULE 13G/A |
| 2026-07-07 | First Trust Portfolios L.P. | 15.2% | SCHEDULE 13G |
| 2026-07-07 | First Trust Portfolios L.P. | 44.43% | SCHEDULE 13G |
| 2026-07-07 | First Trust Portfolios L.P. | 31.4% | SCHEDULE 13G |
| 2026-07-07 | First Trust Portfolios L.P. | 19.76% | SCHEDULE 13G/A |
| 2026-07-07 | First Trust Portfolios L.P. | 23.04% | SCHEDULE 13G/A |
| 2026-07-07 | First Trust Portfolios L.P. | 31.53% | SCHEDULE 13G/A |
| 2026-07-10 | Truist Financial Corp | 6.9% | SCHEDULE 13G/A |
| 2026-07-10 | Truist Financial Corp | 3.2% | SCHEDULE 13G/A |
| 2026-07-14 | First Trust Portfolios L.P. | 14.02% | SCHEDULE 13G/A |
| 2026-07-14 | First Trust Portfolios L.P. | 19.39% | SCHEDULE 13G/A |
| 2026-07-14 | First Trust Portfolios L.P. | 19.36% | SCHEDULE 13G/A |
| 2026-07-14 | First Trust Portfolios L.P. | 12.49% | SCHEDULE 13G/A |
| 2026-07-14 | First Trust Portfolios L.P. | 18.75% | SCHEDULE 13G/A |
| 2026-07-14 | First Trust Portfolios L.P. | 14.55% | SCHEDULE 13G/A |
| 2026-07-14 | First Trust Portfolios L.P. | 7.72% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 26.09% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 34.62% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 33.66% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 29.45% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 28.9% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 22.29% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 23.2% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 28.91% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 28.46% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 23.74% | SCHEDULE 13G/A |
| 2026-07-17 | First Trust Portfolios L.P. | 21.35% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 51.91% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 43.72% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 37.36% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 39.39% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 48.75% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 39.45% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 42.93% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 40.67% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 40.88% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 45.9% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 54.06% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 57.29% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 60.19% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 40.72% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 35.45% | SCHEDULE 13G/A |
| 2026-07-22 | First Trust Portfolios L.P. | 38.46% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 71.12% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 63.24% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 61.98% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 69.96% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 63.55% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 69.2% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 71.99% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 68.59% | SCHEDULE 13G/A |
| 2026-07-27 | First Trust Portfolios L.P. | 66.44% | SCHEDULE 13G/A |
| 2026-07-30 | First Trust Portfolios L.P. | 6.59% | SCHEDULE 13G |
| 2026-07-30 | First Trust Portfolios L.P. | 4.55% | SCHEDULE 13G/A |
| 2026-07-30 | First Trust Portfolios L.P. | 5.81% | SCHEDULE 13G |
| 2026-07-30 | First Trust Portfolios L.P. | 6.35% | SCHEDULE 13G |
| 2026-08-07 | First Trust Portfolios L.P. | 10.01% | SCHEDULE 13G/A |
| 2026-08-07 | First Trust Portfolios L.P. | 10.09% | SCHEDULE 13G/A |
| 2026-08-07 | First Trust Portfolios L.P. | 19.31% | SCHEDULE 13G/A |
| 2026-08-07 | First Trust Portfolios L.P. | 10.63% | SCHEDULE 13G/A |
| 2026-08-07 | First Trust Portfolios L.P. | 10.48% | SCHEDULE 13G/A |
| 2026-08-12 | Money Concepts Capital Corp | 6.8% | SCHEDULE 13G |
| 2026-09-04 | First Trust Portfolios L.P. | 23.26% | SCHEDULE 13G/A |
| 2026-09-04 | First Trust Portfolios L.P. | 34.32% | SCHEDULE 13G/A |
| 2026-09-04 | First Trust Portfolios L.P. | 12.86% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 8.95% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 16.3% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 39.85% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 39.59% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 18.22% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 28.64% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 22.11% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 60.83% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 44.74% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 11.71% | SCHEDULE 13G |
| 2026-10-07 | First Trust Portfolios L.P. | 11.9% | SCHEDULE 13G |
| 2026-10-07 | First Trust Portfolios L.P. | 10.96% | SCHEDULE 13G |
| 2026-10-07 | First Trust Portfolios L.P. | 41.04% | SCHEDULE 13G |
| 2026-10-07 | First Trust Portfolios L.P. | 35.07% | SCHEDULE 13G |
| 2026-10-07 | First Trust Portfolios L.P. | 6.1% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 3.98% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 1.61% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 39.19% | SCHEDULE 13G |
| 2026-10-14 | First Trust Portfolios L.P. | 12.77% | SCHEDULE 13G/A |
| 2026-10-14 | First Trust Portfolios L.P. | 15.87% | SCHEDULE 13G/A |
| 2026-10-14 | First Trust Portfolios L.P. | 17.2% | SCHEDULE 13G/A |
| 2026-10-14 | First Trust Portfolios L.P. | 15% | SCHEDULE 13G/A |
| 2026-10-14 | First Trust Portfolios L.P. | 16.6% | SCHEDULE 13G/A |
| 2026-10-14 | First Trust Portfolios L.P. | 13.48% | SCHEDULE 13G/A |
| 2026-10-19 | Truist Financial Corp | 8.8% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 31.54% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 22.09% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 24.38% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 25.02% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 21.07% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 20.83% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 31.3% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 26.01% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 18.57% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 17.58% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 18.05% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 27.23% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 30.72% | SCHEDULE 13G/A |
| 2026-10-19 | First Trust Portfolios L.P. | 27.83% | SCHEDULE 13G/A |
| 2026-10-22 | Truist Financial Corp | 4.1% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 54.98% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 40.49% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 41.62% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 36.65% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 43.28% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 46.37% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 44.18% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 44.89% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 63.77% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 36.77% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 59.07% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 38.87% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 44.7% | SCHEDULE 13G/A |
| 2026-10-22 | First Trust Portfolios L.P. | 35.87% | SCHEDULE 13G/A |
| 2026-10-27 | First Trust Portfolios L.P. | 66.39% | SCHEDULE 13G/A |
| 2026-10-27 | First Trust Portfolios L.P. | 67.68% | SCHEDULE 13G/A |
| 2026-10-27 | First Trust Portfolios L.P. | 65.52% | SCHEDULE 13G/A |
| 2026-10-27 | First Trust Portfolios L.P. | 67.66% | SCHEDULE 13G/A |
| 2026-10-27 | First Trust Portfolios L.P. | 75.13% | SCHEDULE 13G/A |
| 2026-10-27 | First Trust Portfolios L.P. | 71.25% | SCHEDULE 13G/A |
| 2026-10-27 | First Trust Portfolios L.P. | 74.57% | SCHEDULE 13G/A |
| 2026-10-27 | First Trust Portfolios L.P. | 68.72% | SCHEDULE 13G/A |
| 2026-10-27 | First Trust Portfolios L.P. | 5.06% | SCHEDULE 13G |
| 2026-10-30 | First Trust Portfolios L.P. | 5.52% | SCHEDULE 13G |
| 2026-10-30 | First Trust Portfolios L.P. | 4.81% | SCHEDULE 13G/A |
| 2026-10-30 | First Trust Portfolios L.P. | 6.04% | SCHEDULE 13G |
| 2026-10-30 | First Trust Portfolios L.P. | 7.49% | SCHEDULE 13G |
| 2026-10-30 | First Trust Portfolios L.P. | 6.21% | SCHEDULE 13G |
| 2026-11-04 | Precedent Wealth Partners, LLC | 2.4% | SCHEDULE 13G/A |
| 2026-11-05 | Precedent Wealth Partners, LLC | 10.6% | SCHEDULE 13G/A |
| 2026-11-06 | First Trust Portfolios L.P. | 20.95% | SCHEDULE 13G/A |
Questions about who owns First Trust Exchange-Traded Fund VIII
Who owns First Trust Exchange-Traded Fund VIII?
On this page, 4 holders' latest ownership filings report 5% or more of First Trust Exchange-Traded Fund VIII: First Trust Portfolios L.P. (20.95%, Schedule 13G/A, filed 2026-11-06), Precedent Wealth Partners, LLC (10.6%, Schedule 13G/A, filed 2026-11-05), Money Concepts Capital Corp (6.8%, Schedule 13G, filed 2026-08-12) and Foundations Investment Advisors, LLC (6.6%, Schedule 13G/A, filed 2025-11-03).
Who are the largest shareholders of First Trust Exchange-Traded Fund VIII?
By the share each holder's latest filing reports, the largest holders of First Trust Exchange-Traded Fund VIII on this page are First Trust Portfolios L.P. (20.95%), Precedent Wealth Partners, LLC (10.6%) and Money Concepts Capital Corp (6.8%).
When did First Trust Portfolios L.P. buy into First Trust Exchange-Traded Fund VIII?
The filings give report dates, not purchase dates. The earliest filing from First Trust Portfolios L.P. on this page is the Schedule 13G/A, filed 2025-07-07, reporting 38.31%; its latest, Schedule 13G/A filed 2026-11-06, reports 20.95%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 408 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Tools for this story
Each opens in a new tab, filled in for First Trust Exchange-Traded Fund VIII. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.