Security Snapshot

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT) Institutional Ownership

CUSIP: 33740F672

13F Institutional Holders and Ownership History from Q1 2019 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

107

Shares (Excl. Options)

4,012,211

Price

$46.68

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-46,853
Value change
-$1,890,430
Number of holders
107
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
8,350,338
SEC-reported price per share
$47.58
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • DOCT - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October is tracked under CUSIP 33740F672.
  • 107 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 110 to 107 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $178,998,368 to $187,292,296.

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

Latest holder context comes from 107 institutions filings for Q2 2026.

Open SEC evidence

Security key

33740F672

Latest holder period

Q2 2026

13F holders

107

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
DOCT
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 41% +13% $159,347,688 +$16,838,503 3,413,618 +12% First Trust Portfolios L.P. 30 Jun 2026

As of 30 Jun 2026, 107 institutional investors reported holding 4,012,211 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT). This represents 48% of the company’s total 8,350,338 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
37%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
OPPENHEIMER & CO INC 4.8% 400,877 +0.66% 0.2% $18,712,938
OGOREK ANTHONY JOSEPH /NY/ /ADV 3.4% 284,386 -0.63% 3.3% $13,275,000
REAP Financial Group, LLC 2.6% 215,278 -2.4% 1.7% $10,049,175
ENVESTNET ASSET MANAGEMENT INC 2.5% 211,243 +41% 0% $9,860,823
Wood Tarver Financial Group, LLC 2.1% 176,850 -26% 1.9% $8,255,000
Per Stirling Capital Management, LLC. 1.7% 143,115 +5.1% 0.64% $6,680,617
Mutual Advisors, LLC 1.7% 138,512 -4% 0.12% $6,465,740
LCNB CORP 1.5% 122,306 -3.8% 1.8% $5,709,244
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.4% 115,578 0% $5,395,182
WINNACLE WEALTH LLC 1.3% 109,598 -3.2% 3.5% $5,116,016
COMMONWEALTH EQUITY SERVICES, LLC 1.3% 104,915 -4.2% 0.01% $4,897,436
LPL Financial LLC 1.2% 97,756 +91% 0% $4,563,250
MML INVESTORS SERVICES, LLC 1.2% 96,432 +11% 0.01% $4,501,446
OSAIC HOLDINGS, INC. 1.2% 96,080 -22% 0.01% $4,484,980
MONEY CONCEPTS CAPITAL CORP 1.1% 90,348 +2.9% 0.2% $4,217,445
Foguth Wealth Management, LLC. 1.1% 90,264 -1.3% 0.48% $4,219,842
Cetera Investment Advisers 1.1% 88,410 +12% 0% $4,126,979
FOUNDERS FINANCIAL SECURITIES LLC 1% 83,678 +12% 0.2% $3,906,089
Kestra Advisory Services, LLC 0.83% 69,503 -11% 0.01% $3,244,400
TRUIST FINANCIAL CORP 0.79% 66,064 -9.3% 0% $3,083,868
HARBOUR INVESTMENTS, INC. 0.77% 63,933 -7.7% 0.04% $2,984,392
RAYMOND JAMES FINANCIAL INC 0.66% 54,888 -41% 0% $2,562,172
NewEdge Wealth, LLC 0.63% 52,196 0% 0.02% $2,436,509
Commonwealth Financial Services, LLC 0.56% 46,400 -13% 0.29% $2,165,952
Bluespring Wealth Management, LLC 0.55% 46,330 0.04% $2,162,684

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
30
Latest
Q2 2026
Rows shown
1-25 of 30
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 4,012,211 $187,292,296 -$1,890,430 $46.68 107
2026 Q1 4,112,218 $178,998,368 -$7,811,211 $43.43 110
2025 Q4 4,290,172 $190,531,008 +$42,968,338 $44.29 113
2025 Q3 3,026,540 $130,813,574 -$71,494,546 $43.20 86
2025 Q2 5,000,338 $205,400,092 +$2,271,676 $41.07 89
2025 Q1 4,937,988 $189,342,778 +$2,712,181 $38.35 88
2024 Q4 4,844,624 $190,876,866 +$86,338,506 $39.37 87
2024 Q3 1,584,589 $61,840,554 -$8,073,814 $39.03 61
2024 Q2 1,790,005 $68,752,410 -$1,788,826 $38.39 65
2024 Q1 1,837,563 $69,127,604 -$6,701,960 $37.62 66
2023 Q4 2,013,511 $73,244,208 +$17,452,985 $36.36 64
2023 Q3 1,295,899 $44,886,060 -$19,506,524 $34.61 51
2023 Q2 1,857,306 $64,809,785 -$40,840,709 $34.90 53
2023 Q1 3,015,524 $99,148,992 -$22,810,373 $32.83 53
2022 Q4 3,702,250 $116,296,177 +$45,290,829 $31.31 52
2022 Q3 1,901,256 $57,893,889 +$12,411,103 $30.46 28
2022 Q2 1,493,680 $45,858,626 +$1,315,645 $30.30 32
2022 Q1 1,439,374 $47,682,892 +$5,275,520 $32.69 30
2021 Q4 1,297,696 $42,943,130 +$31,903,213 $33.05 31
2021 Q3 327,701 $10,622,383 -$7,699,911 $32.41 17
2021 Q2 573,142 $18,466,497 -$2,420,465 $32.20 19
2021 Q1 649,436 $20,395,113 -$4,921,340 $31.57 18
2020 Q4 838,998 $25,943,369 +$24,590,369 $30.92 15
2020 Q3 6,415 $207,000 $32.27 1
2020 Q2 6,415 $207,000 $32.27 1
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .