First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August (SAUG) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / FT Vest U.S. Small Cap Moderate Buffer ETF - August
Symbol
SAUG
Shares outstanding
3,850,013
Price per share
$25.62
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,854,447
Total reported value
$46,391,761
% of total 13F portfolios
0%
Share change
-349,407
Value change
-$8,781,801
Number of holders
51
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. Small Cap Moderate Buffer ETF - August (SAUG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 30% +18% $30,158,656 +$3,019,916 1,173,484 +11% First Trust Portfolios L.P. 31 Dec 2025

As of 30 Sep 2025, 51 institutional investors reported holding 1,854,447 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August (SAUG). This represents 48% of the company’s total 3,850,013 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August (SAUG) together control 43% 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
Maia Wealth LLC 6.3% 242,273 -2.7% 1% $6,090,017
OSAIC HOLDINGS, INC. 5.5% 213,617 +195% 0.01% $5,274,465
Cetera Investment Advisers 3.8% 144,966 +15% 0% $3,629,949
RAYMOND JAMES FINANCIAL INC 3% 115,302 +9.2% 0% $2,887,162
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2.3% 88,106 -0.47% 0.34% $2,206,174
ENVESTNET ASSET MANAGEMENT INC 2.2% 86,339 -11% 0% $2,161,929
TRUIST FINANCIAL CORP 2% 75,237 -14% 0% $1,883,934
COMMONWEALTH EQUITY SERVICES, LLC 1.9% 74,580 -3% 0% $1,867,000
Kestra Advisory Services, LLC 1.8% 67,599 +4% 0.01% $1,692,679
LPL Financial LLC 1.7% 63,884 +9.6% 0% $1,599,655
NewEdge Advisors, LLC 1.6% 61,373 -62% 0.01% $1,536,786
SECURED RETIREMENT ADVISORS, LLC 1.4% 52,703 -7.2% 0.74% $1,319,683
Harvest Investment Services, LLC 1.3% 48,540 -90% 0.24% $1,215,442
Global Assets Advisory, LLC 1.1% 42,435 0.32% $1,062,572
NorthCrest Asset Manangement, LLC 1% 38,971 +3.9% 0.02% $978,397
Grantvest Financial Group LLC 0.96% 37,085 +22% 0.64% $928,608
Cambridge Investment Research Advisors, Inc. 0.88% 33,875 -18% 0% $848,000
Ignite Planners, LLC 0.85% 32,713 +162% 0.13% $819,134
Ameritas Investment Partners, Inc. 0.75% 28,720 -5% 0.02% $719,149
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.64% 24,743 0% $619,565
CITADEL ADVISORS LLC 0.64% 24,722 +85% 0% $619,039
HARBOUR INVESTMENTS, INC. 0.6% 22,935 -83% 0.01% $574,292
Foundations Investment Advisors, LLC 0.48% 18,549 0% 0.01% $464,467
WEALTHGARDEN F.S. LLC 0.48% 18,389 -1.9% 0.33% $466,164
Prospera Financial Services Inc 0.44% 16,939 0% 0.01% $424,161

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August (SAUG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 66,931 $1,725,758 +$343,199 $25.62 5
2025 Q3 1,854,447 $46,391,761 -$8,781,801 $25.04 51
2025 Q2 2,203,854 $51,580,303 -$1,793,427 $23.39 40
2025 Q1 2,283,288 $51,209,198 +$12,878,379 $22.52 44
2024 Q4 1,697,586 $40,018,388 +$1,261,178 $23.57 47
2024 Q3 1,589,488 $37,143,725 +$14,213,052 $23.37 44
2024 Q2 987,643 $21,482,695 -$2,318,013 $21.75 32
2024 Q1 1,073,853 $23,538,527 -$521,734 $21.92 31
2023 Q4 1,130,113 $23,822,814 +$14,763,899 $21.22 32
2023 Q3 417,673 $8,203,453 +$8,203,453 $19.64 16