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

Q1 2026

Institutions Reporting

110

Shares (Excl. Options)

4,112,218

Price

$43.43

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-177,729
Value change
-$7,811,211
Number of holders
110
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
8,350,338
SEC-reported price per share
$46.76
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.
  • 110 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 110 to 43 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $178,998,368 to $49,859,592.

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 110 institutions filings for Q1 2026.

Open SEC evidence

Security key

33740F672

Latest holder period

Q1 2026

13F holders

110

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 31 Mar 2026, 110 institutional investors reported holding 4,112,218 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT). This represents 49% 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% 398,260 +0.49% 0.21% $17,295,675
OGOREK ANTHONY JOSEPH /NY/ /ADV 3.4% 286,176 -5% 3.4% $12,428,000
Wood Tarver Financial Group, LLC 2.9% 238,486 -8.2% 2.9% $10,356,000
REAP Financial Group, LLC 2.6% 220,497 -16% 1.9% $9,575,764
ENVESTNET ASSET MANAGEMENT INC 1.8% 149,759 +31% 0% $6,503,749
Mutual Advisors, LLC 1.7% 144,343 -2% 0.13% $6,268,542
Per Stirling Capital Management, LLC. 1.6% 136,131 +1.7% 0.65% $5,911,891
LCNB CORP 1.5% 127,140 +2.3% 1.9% $5,521,449
OSAIC HOLDINGS, INC. 1.5% 123,585 -21% 0.01% $5,367,187
Sequent Planning LLC 1.4% 116,972 -4.3% 1.2% $5,079,872
WINNOW WEALTH LLC 1.4% 113,260 -7.2% 3.8% $4,918,658
COMMONWEALTH EQUITY SERVICES, LLC 1.3% 109,476 -3.1% 0.01% $4,754,326
RAYMOND JAMES FINANCIAL INC 1.1% 93,409 -31% 0% $4,056,575
Foguth Wealth Management, LLC. 1.1% 91,409 -22% 0.51% $4,258,289
MONEY CONCEPTS CAPITAL CORP 1.1% 87,811 +651% 0.21% $3,813,465
MML INVESTORS SERVICES, LLC 1% 87,045 +0.93% 0.01% $3,780,199
Cetera Investment Advisers 0.94% 78,645 +15% 0% $3,415,403
Kestra Advisory Services, LLC 0.93% 77,996 -8.6% 0.01% $3,387,218
FOUNDERS FINANCIAL SECURITIES LLC 0.89% 74,384 +19% 0.19% $3,311,583
TRUIST FINANCIAL CORP 0.87% 72,877 +14% 0% $3,164,910
HARBOUR INVESTMENTS, INC. 0.83% 69,287 +40% 0.05% $3,009,003
Commonwealth Financial Services, LLC 0.64% 53,354 +6% 0.37% $2,317,063
CWM, LLC 0.63% 52,637 -26% 0.01% $2,285,925
NewEdge Wealth, LLC 0.63% 52,196 0% 0.03% $2,266,773
Ritter Daniher Financial Advisory LLC / DE 0.61% 51,265 -0.99% 0.38% $2,226,342

Quarter history

Institutional holders across reporting periods

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

Periods
30
Latest
Q1 2026
Rows shown
1-25 of 30
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 1,067,985 $49,859,592 -$3,798,794 $46.68 43
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
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