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

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Deep Buffer ETF - October
Symbol
DOCT
Shares outstanding
8,449,754
Price per share
$44.29
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,026,540
Total reported value
$130,813,573
% of total 13F portfolios
0%
Share change
-1,678,485
Value change
-$71,494,546
Number of holders
86
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. Equity Deep Buffer ETF - October (DOCT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 36% +4.7% $135,212,764 +$3,403,686 3,052,896 +2.6% First Trust Portfolios L.P. 31 Dec 2025

As of 30 Sep 2025, 86 institutional investors reported holding 3,026,540 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT). This represents 36% of the company’s total 8,449,754 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT) together control 29% 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
OGOREK ANTHONY JOSEPH /NY/ /ADV 3.6% 303,524 -1.2% 3.8% $13,113,000
REAP Financial Group, LLC 3.6% 301,577 -5.9% 2.8% $13,029,075
Wood Tarver Financial Group, LLC 3.2% 272,473 -14% 3.5% $11,771,000
Mutual Advisors, LLC 1.8% 150,213 +0.73% 0.14% $6,571,068
Per Stirling Capital Management, LLC. 1.6% 137,648 +1.1% 0.71% $5,946,809
RAYMOND JAMES FINANCIAL INC 1.5% 127,323 -49% 0% $5,500,748
LCNB CORP 1.5% 124,208 +7.6% 1.9% $5,366,171
Sequent Planning LLC 1.4% 121,949 -2.1% 1.5% $5,268,575
COMMONWEALTH EQUITY SERVICES, LLC 1.3% 112,698 -64% 0.01% $4,869,000
OSAIC HOLDINGS, INC. 1.2% 104,472 -7.6% 0.01% $4,455,325
ENVESTNET ASSET MANAGEMENT INC 0.92% 77,856 +8.9% 0% $3,363,621
MML INVESTORS SERVICES, LLC 0.87% 73,780 -0.09% 0.01% $3,187,525
Kestra Advisory Services, LLC 0.76% 64,531 -0.85% 0.01% $2,787,939
FOUNDERS FINANCIAL SECURITIES LLC 0.67% 56,968 +42% 0.17% $2,461,194
Cetera Investment Advisers 0.63% 53,220 +3.2% 0% $2,299,269
NewEdge Wealth, LLC 0.62% 52,196 -5.3% 0.03% $2,287,751
TRUIST FINANCIAL CORP 0.59% 50,271 +1.3% 0% $2,171,863
Commonwealth Financial Services, LLC 0.59% 50,195 +0.89% 0.37% $2,168,580
HARBOUR INVESTMENTS, INC. 0.52% 44,311 +5.4% 0.04% $1,914,373
OLD MISSION CAPITAL LLC 0.41% 34,473 +99% 0.05% $1,489,340
Advance Capital Management, Inc. 0.4% 33,921 -95% 0.06% $1,465,492
StoneX Group Inc. 0.4% 33,783 +27% 0.06% $1,459,530
LPL Financial LLC 0.39% 33,369 +12% 0% $1,441,644
SMART Wealth LLC 0.38% 31,943 -6.3% 0.52% $1,380,037
Harvest Investment Services, LLC 0.36% 30,401 -5.9% 0.26% $1,313,417

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 325,519 $14,415,637 -$4,438,090 $44.29 20
2025 Q3 3,026,540 $130,813,573 -$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
2020 Q1 6,415 $207,000 $32.27 1
2019 Q4 6,415 $207,000 $32.27 1
2019 Q3 6,415 $207,000 $32.27 1
2019 Q2 6,415 $207,000 $32.27 1
2019 Q1 6,415 $207,000 $32.27 1