Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / FT Vest U.S. Small Cap Moderate Buffer ETF - August
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Shares outstanding
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4,099,293
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Number of holders
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32
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Total 13F shares, excl. options
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1,130,113
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Shares change
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+699,898
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Total reported value, excl. options
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$23,822,814
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Value change
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+$14,763,899
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Number of buys
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25
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Number of sells
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-5
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Price
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$21.22
Significant Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August (SAUG) as of Q4 2023
34 filings reported holding SAUG - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August as of Q4 2023.
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August (SAUG) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,130,113 shares
of 4,099,293 outstanding shares and own 28% of the company stock.
Largest 10 shareholders include AE Wealth Management LLC (230,654 shares), NewEdge Advisors, LLC (209,951 shares), STEPHENS INC /AR/ (112,592 shares), OSAIC HOLDINGS, INC. (57,962 shares), ENVESTNET ASSET MANAGEMENT INC (57,792 shares), Cetera Investment Advisers (52,041 shares), TRUIST FINANCIAL CORP (46,232 shares), Capital CS Group, LLC (40,465 shares), COMMONWEALTH EQUITY SERVICES, LLC (31,363 shares), and NorthCrest Asset Manangement, LLC (26,662 shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.