Latest Period
Q2 2026
Security Snapshot
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT) Institutional Ownership
CUSIP: 33740F367
13F Institutional Holders and Ownership History from Q4 2023 to Q2 2026
Institutions Reporting
43
Shares (Excl. Options)
1,326,109
Price
$39.50
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- Security type / class
- Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
- Symbol
- XOCT
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,326,109
- Total 13F value
- $52,388,238
- Portfolio coverage rank
- 0%
- Share change
- -502,253
- Value change
- -$19,750,666
- Number of holders
- 43
- Shares outstanding
- 1,949,863
- SEC-reported price per share
- $39.98
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- XOCT - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October is tracked under CUSIP 33740F367.
- 43 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 36 to 43 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $68,867,404 to $52,388,238.
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
Open SEC evidence
Latest holder context comes from 43 institutions filings for Q2 2026.
Security key
33740F367
Latest holder period
Q2 2026
13F holders
43
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F367:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
XOCT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 31% | $23,969,862 | +$23,510,162 | 612,257 | +5114% | First Trust Portfolios L.P. | 30 Jun 2026 |
As of 30 Jun 2026, 43 institutional investors reported holding 1,326,109 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT). This represents 68% of the company’s total 1,949,863 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
64%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Sequent Planning LLC | 11% | 208,561 | -54% | 1.8% | $8,238,556 |
| OLD MISSION CAPITAL LLC | 10% | 201,201 | +359% | 0.2% | $7,947,821 |
| ENVESTNET ASSET MANAGEMENT INC | 9.8% | 191,294 | 0% | $7,556,476 | |
| Cetera Investment Advisers | 6% | 116,792 | +545% | 0% | $4,613,506 |
| Financial Guidance Group, Inc. | 4.4% | 85,082 | -0.68% | 1.3% | $3,360,901 |
| Aptus Capital Advisors, LLC | 4.4% | 85,082 | -0.68% | 0.02% | $3,360,901 |
| Kestra Advisory Services, LLC | 3.5% | 67,963 | -5.2% | 0.01% | $2,684,668 |
| SECURED RETIREMENT ADVISORS, LLC | 1.7% | 33,093 | +2% | 0.67% | $1,307,236 |
| OSAIC HOLDINGS, INC. | 1.4% | 27,670 | +13% | 0% | $1,092,953 |
| Diligent Investors, LLC | 1.4% | 27,018 | -3.7% | 0.24% | $1,067,262 |
| Signal Advisors Wealth, LLC | 1.3% | 24,469 | 0.05% | $966,572 | |
| HARBOUR INVESTMENTS, INC. | 1.1% | 21,419 | -15% | 0.01% | $846,091 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.1% | 20,616 | -4.4% | 0% | $814,371 |
| MML INVESTORS SERVICES, LLC | 0.74% | 14,516 | 0% | $573,410 | |
| CreativeOne Wealth, LLC | 0.74% | 14,375 | 0.01% | $567,840 | |
| Ignite Planners, LLC | 0.73% | 14,289 | -1.1% | 0.08% | $564,443 |
| Ashton Thomas Private Wealth, LLC | 0.71% | 13,756 | 0% | 0.01% | $543,388 |
| Atria Investments, Inc | 0.64% | 12,510 | 0% | $494,169 | |
| Bouchey Financial Group, Ltd. | 0.64% | 12,403 | -98% | 0.03% | $489,943 |
| Van Diest Capital, LLC | 0.63% | 12,371 | 0% | 0.44% | $488,678 |
| PFS Partners, LLC | 0.6% | 11,796 | 0% | 0.19% | $465,965 |
| LPL Financial LLC | 0.51% | 10,011 | +3.1% | 0% | $395,453 |
| Beacon Financial Advisory LLC | 0.5% | 9,730 | 0% | 0.08% | $384,353 |
| CROSSPOINT FINANCIAL, LLC | 0.49% | 9,604 | 0% | 0.87% | $379,394 |
| LVZ, Inc. | 0.46% | 9,000 | 0% | 0.04% | $355,517 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
11
Latest
Q2 2026
Rows shown
1-11 of 11
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,326,109 | $52,388,238 | -$19,750,666 | $39.50 | 43 |
| 2026 Q1 | 1,830,513 | $68,867,404 | -$14,653,426 | $37.27 | 36 |
| 2025 Q4 | 2,218,415 | $83,737,525 | -$1,203,360 | $37.74 | 38 |
| 2025 Q3 | 2,251,368 | $82,939,050 | -$16,140,582 | $36.86 | 35 |
| 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 |