EX-99.M 12B-1 PLAN 3 exhibit_m3.htm 12B-1 PLAN EXTENSION LETTER AGREEMENT.

  

 

December 6, 2023

 

 

First Trust Exchange-Traded Fund VIII

120 East Liberty Drive

Wheaton, Illinois 60187

 

Re:12b-1 Plan Extension Letter for First Trust Exchange-Traded Fund VIII
(the “Trust”)

 

Ladies and Gentlemen:

It is hereby acknowledged that First Trust Portfolios L.P. serves as the distributor of the shares of each series of the above-referenced Trust. The Trust is an open-end management investment company registered under the Investment Company Act of 1940, as amended (the “1940 Act”), comprised of various exchange-traded funds (each, a “Fund,” and, collectively, the “Funds”) set forth on Exhibit A attached hereto, which may be amended from time to time.

It is further acknowledged that the Trust has adopted a Distribution and Service Plan (the “Plan”) pursuant to Rule l2b-1 under the 1940 Act with respect to the shares of beneficial interest (“Shares”) of the Funds. Pursuant to the Plan, each Fund may bear a fee not to exceed 0.25% per annum of such Fund’s average daily net assets.

The purpose of this letter agreement is to agree and acknowledge that the Funds shall not pay, and we shall not collect, any fees pursuant to the Plan any time before the date set forth on Exhibit A attached hereto for each Fund.

 Very Truly Yours,
  
 First Trust Portfolios L.P.
  
  
 /s/ James M. Dykas
James M. Dykas, Chief Financial Officer, Chief Operating Officer

Agreed and Acknowledged:

 

First Trust Exchange-Traded Fund VIII

 

/s/ Derek D. Maltbie  

Derek D. Maltbie, Treasurer, Chief Financial Officer

and Chief Accounting Officer

 
 

 

 

 

 

 

 

Exhibit A

 

Funds Dates
First Trust Exchange Traded Fund VIII  
First Trust Income Opportunities ETF 12/31/2024
First Trust Flexible Municipal High Income ETF 12/31/2024
First Trust TCW Opportunistic Fixed Income ETF 12/31/2024
First Trust TCW Unconstrained Plus Bond ETF 12/31/2024
First Trust Low Duration Strategic Focus ETF 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – August 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – August 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – November 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – November 12/31/2024
First Trust Active Factor Large Cap ETF 12/31/2024
First Trust Active Factor Mid Cap ETF 12/31/2024
First Trust Active Factor Small Cap ETF 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – February 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – February 12/31/2024
First Trust TCW Securitized Plus ETF 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – May 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – May 12/31/2024
First Trust Multi-Manager Large Growth ETF 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – June 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – June 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – July 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – July 12/31/2024
FT Cboe Vest Fund of Buffer ETFs 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – September 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – September 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – October 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – October 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – December 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – December 12/31/2024
FT Cboe Vest Nasdaq-100® Buffer ETF – December 12/31/2024
FT Cboe Vest International Equity Buffer ETF – December 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – January 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – January 12/31/2024
FT Cboe Vest Fund of Deep Buffer ETFs 12/31/2024
First Trust TCW Emerging Markets Debt ETF 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – March 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – March 12/31/2024
FT Cboe Vest International Equity Buffer ETF – March 12/31/2024
FT Cboe Vest Nasdaq-100® Buffer ETF – March 12/31/2024
FT Cboe Vest U.S. Equity Buffer ETF – April 12/31/2024
FT Cboe Vest U.S. Equity Deep Buffer ETF – April 12/31/2024

 

 

 

 

 

 

 

Funds Dates
First Trust Exchange Traded Fund VIII  
First Trust TCW ESG Premier Equity ETF 12/31/2024
First Trust Innovation Leaders ETF 12/31/2024
FT Cboe Vest International Equity Buffer ETF – June 12/31/2024
FT Cboe Vest Nasdaq-100® Buffer ETF – June 12/31/2024
First Trust Expanded Technology ETF 12/31/2024
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – June 12/31/2024
FT Cboe Vest Nasdaq-100® Buffer ETF – September 12/31/2024
FT Cboe Vest International Equity Buffer ETF – September 12/31/2024
First Trust SkyBridge Crypto Industry and Digital Economy ETF 12/31/2024
First Trust Multi-Manager Small Cap Opportunities ETF 12/31/2024
FT Cboe Vest Buffered Allocation Defensive ETF 12/31/2024
FT Cboe Vest Buffered Allocation Growth ETF 12/31/2024
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – December 12/31/2024
FT Cboe Vest Fund of Nasdaq-100® Buffer ETFs 12/31/2024
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – September 12/31/2024
FT Cboe Vest U.S. Equity Moderate Buffer ETF – January 01/12/2025
First Trust Multi-Strategy Alternative ETF 01/27/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – February 02/10/2025
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – March 03/10/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – March 03/10/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – April 04/14/2025
FT Cboe Vest US Equity Moderate Buffer ETF – May 05/15/2025
FT Cboe Vest US Small Cap Moderate Buffer ETF – May 05/15/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – June 06/16/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – July 07/21/2025
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – July 07/21/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – August 08/18/2025
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – August 08/18/2025
FT Cboe Vest U.S. Small Cap Moderate Buffer ETF – August 08/18/2025
FT Cboe Vest U.S. Equity Buffer & Premium Income ETF – September 09/08/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – September 09/09/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – October 09/09/2025
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – October 10/12/2025
FT Cboe Vest Laddered Moderate Buffer ETF 10/19/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – November 11/06/2025
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – November 11/06/2025
FT Cboe Vest U.S. Small Cap Moderate Buffer ETF – November 11/06/2025
FT Cboe Vest U.S. Equity Moderate Buffer ETF – December 12/06/2025
FT Cboe Vest U.S. Equity Buffer & Premium Income ETF – December 09/08/2025