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

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
Symbol
XOCT
Shares outstanding
3,201,016
Price per share
$37.74
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,237,372
Total reported value
$82,465,420
% of total 13F portfolios
0%
Share change
-443,765
Value change
-$16,140,582
Number of holders
34
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 Enhance & Moderate Buffer ETF - October (XOCT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 0.46% -100% $429,053 -$14,074,623 11,742 -97% First Trust Portfolios L.P. 30 Sep 2025

As of 30 Sep 2025, 34 institutional investors reported holding 2,237,372 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT). This represents 70% of the company’s total 3,201,016 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT) together control 69% 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
Bouchey Financial Group Ltd 24% 773,675 -1.5% 2.2% $28,517,661
Sequent Planning LLC 16% 503,159 -3.1% 5.3% $18,546,441
Objectivity Squared, LLC 13% 413,364 -10% 9.1% $15,236,597
Cetera Investment Advisers 4.8% 155,102 -36% 0.01% $5,717,060
Kestra Advisory Services, LLC 2% 64,083 -8.9% 0.01% $2,362,099
OLD MISSION CAPITAL LLC 1.4% 46,317 0.06% $1,707,244
SECURED RETIREMENT ADVISORS, LLC 1.2% 36,972 -8.8% 0.76% $1,362,788
OSAIC HOLDINGS, INC. 0.83% 26,515 -10% 0% $970,175
Diligent Investors, LLC 0.82% 26,348 0% 0.25% $971,187
COMMONWEALTH EQUITY SERVICES, LLC 0.68% 21,633 -55% 0% $797,000
ENVESTNET ASSET MANAGEMENT INC 0.53% 17,047 -88% 0% $628,352
CITADEL ADVISORS LLC 0.48% 15,334 0% $565,211
LPL Financial LLC 0.46% 14,671 -28% 0% $540,773
Ignite Planners, LLC 0.45% 14,444 -5.4% 0.09% $532,406
IMC-Chicago, LLC 0.43% 13,846 0.01% $510,364
Ashton Thomas Private Wealth, LLC 0.42% 13,524 +5.8% 0.01% $498,495
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.36% 11,412 +57% 0% $420,646
JANE STREET GROUP, LLC 0.29% 9,157 -11% 0% $337,527
LVZ, Inc. 0.28% 9,000 0% 0.04% $331,740
HBK Sorce Advisory LLC 0.27% 8,772 0% 0.01% $324,125
AE Wealth Management LLC 0.22% 6,973 +14% 0% $257,025
Sovran Advisors, LLC 0.21% 6,764 0.02% $251,993
Arlington Capital Management, Inc. 0.18% 5,673 0.13% $209,107
BARCLAYS PLC 0.17% 5,450 +20% 0% $200,887
PFS Partners, LLC 0.12% 3,918 0% 0.07% $144,418

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 793,814 $29,962,727 +$142,822 $37.74 4
2025 Q3 2,237,372 $82,465,420 -$16,140,582 $36.86 34
2025 Q2 2,695,133 $96,320,820 +$36,739,229 $35.75 36
2025 Q1 1,668,332 $56,006,856 -$187,288 $33.84 32
2024 Q4 1,673,378 $57,206,024 +$26,796,778 $34.22 33
2024 Q3 873,123 $29,606,372 -$23,942,352 $33.87 21
2024 Q2 1,589,545 $53,110,761 +$6,353,552 $33.38 23
2024 Q1 1,399,413 $45,918,469 +$19,405,887 $32.83 21
2023 Q4 809,188 $25,876,831 +$10,599,869 $31.98 18