Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / FT Vest U.S. Small Cap Moderate Buffer ETF - May
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Shares outstanding
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3,900,422
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Number of holders
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24
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Total 13F shares, excl. options
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1,129,696
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Shares change
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+434,006
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Total reported value, excl. options
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$22,965,275
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Value change
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+$8,782,149
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Number of buys
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21
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Number of sells
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-2
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Price
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$20.33
Significant Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY) as of Q3 2023
26 filings reported holding SMAY - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May as of Q3 2023.
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,129,696 shares
of 3,900,422 outstanding shares and own 28.96% of the company stock.
Largest 10 shareholders include ALTFEST L J & CO INC (278,215 shares), OSAIC HOLDINGS, INC. (261,646 shares), Cetera Investment Advisers (91,361 shares), Insight Advisors, LLC/ PA (86,570 shares), COMMONWEALTH EQUITY SERVICES, LLC (84,716 shares), Foundations Investment Advisors, LLC (64,242 shares), AE Wealth Management LLC (48,209 shares), Jaffetilchin Investment Partners, LLC (45,867 shares), JANE STREET GROUP, LLC (26,760 shares), and NewEdge Advisors, LLC (26,052 shares).
This table shows the top 24 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.