Security Snapshot

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) Institutional Ownership

CUSIP: 33740F250

13F Institutional Holders and Ownership History from Q2 2024 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

21

Shares (Excl. Options)

330,588

Price

$36.09

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-16,140
Value change
-$506,011
Number of holders
21
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
525,370
SEC-reported price per share
$36.79
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • XMAY - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May is tracked under CUSIP 33740F250.
  • 21 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 18 to 21 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $12,120,466 to $11,929,714.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 21 institutions filings for Q2 2026.

Open SEC evidence

Security key

33740F250

Latest holder period

Q2 2026

13F holders

21

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
XMAY
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 6.4% $1,203,868 +$1,112,534 33,361 +1218% First Trust Portfolios L.P. 30 Jun 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC 3.1% $673,979 20,179 FOUNDATIONS INVESTMENT ADVISORS, LLC 30 Jun 2025

As of 30 Jun 2026, 21 institutional investors reported holding 330,588 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY). This represents 63% of the company’s total 525,370 outstanding shares.

13F concentration

Top 23 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
63%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Kestra Advisory Services, LLC 17% 91,284 -1.1% 0.01% $3,294,082
OSAIC HOLDINGS, INC. 11% 56,765 +402% 0% $2,048,498
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4.3% 22,504 -51% 0% $812,082
COMMONWEALTH EQUITY SERVICES, LLC 3.5% 18,219 -2.2% 0% $657,448
Foundations Investment Advisors, LLC 3.3% 17,532 -2.8% 0.01% $632,661
Sequent Planning LLC 2.7% 14,413 0.11% $520,109
Apollon Wealth Management, LLC 2.6% 13,454 0% 0.01% $485,502
LPL Financial LLC 2.5% 13,326 -27% 0% $480,883
Sigma Planning Corp 2.4% 12,587 -0.08% 0.01% $454,215
PFS Partners, LLC 2.3% 12,316 +204% 0.18% $444,437
Cetera Investment Advisers 1.9% 10,243 +2.8% 0% $369,630
Summit Financial, LLC 1.9% 10,231 0% $369,197
First Heartland Consultants, Inc. 1.8% 9,311 -53% 0.02% $335,998
BARCLAYS PLC 1.3% 7,018 0% 0% $253,252
Diligent Investors, LLC 1.3% 6,650 -2.9% 0.05% $239,973
Ausdal Financial Partners, Inc. 1.2% 6,299 0.01% $227,306
WEALTHGARDEN F.S. LLC 1.1% 5,980 0.12% $215,812
DHJJ Financial Advisors, Ltd. 0.33% 1,720 +101% 0.02% $62,069
Ritter Daniher Financial Advisory LLC / DE 0.06% 320 0% 0% $11,548
Bullseye Investment Management, LLC 0.05% 241 0% 0% $8,697
Farther Finance Advisors, LLC 0.03% 175 0% $6,315
OLD MISSION CAPITAL LLC 0% 0 -100% $0
Clear Creek Financial Management, LLC 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
9
Latest
Q2 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 330,588 $11,929,714 -$506,011 $36.09 21
2026 Q1 346,728 $12,120,466 -$2,307,320 $34.96 18
2025 Q4 412,647 $14,392,118 -$1,935,757 $34.88 22
2025 Q3 468,161 $15,716,652 -$675,904 $34.24 20
2025 Q2 488,956 $16,292,433 +$6,567,411 $33.31 25
2025 Q1 293,353 $9,269,611 -$16,829,162 $31.63 24
2024 Q4 825,851 $26,084,016 +$9,841,186 $31.58 33
2024 Q3 515,353 $15,991,090 -$19,238,164 $31.04 23
2024 Q2 1,137,486 $34,298,788 +$34,298,788 $30.15 22
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .