First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September (FSEP) Institutional Ownership

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

Type / Class
Equity / FT Vest U.S. Equity Buffer ETF - September
Symbol
FSEP
Shares outstanding
20,775,914
Price per share
$52.07
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,261,056
Total reported value
$219,731,600
% of total 13F portfolios
0%
Share change
-20,601
Value change
-$860,407
Number of holders
126
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 Buffer ETF - September (FSEP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 65% -5% $681,039,539 +$73,051,122 13,475,258 +12% First Trust Portfolios L.P. 30 Sep 2025

As of 31 Dec 2025, 126 institutional investors reported holding 4,261,056 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September (FSEP). This represents 21% of the company’s total 20,775,914 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September (FSEP) together control 15% 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
ENVESTNET ASSET MANAGEMENT INC 2.4% 506,888 -7.4% 0.01% $26,135,145
CWM, LLC 2.2% 452,254 +5.3% 0.06% $23,318,000
COMMONWEALTH EQUITY SERVICES, LLC 1.4% 298,960 -2.5% 0.02% $15,414,378
ASSETMARK, INC 1.2% 251,276 +16% 0.03% $12,955,791
LPL Financial LLC 1.2% 243,763 +5.4% 0% $12,568,420
Kestra Advisory Services, LLC 0.69% 143,973 +3% 0.03% $7,423,248
Atria Investments, Inc 0.69% 143,123 -1.1% 0.08% $7,379,431
REAP Financial Group, LLC 0.67% 138,780 -1.2% 1.5% $7,155,497
Strategic Blueprint, LLC 0.49% 102,612 +4% 0.31% $5,290,675
Schulz Wealth, LTD. 0.49% 102,053 -3.7% 3.4% $5,261,853
BAM Wealth Management, LLC 0.47% 96,780 -9.5% 3.6% $4,989,976
1776 Wealth LLC 0.35% 73,408 0% 1.4% $3,784,916
CreativeOne Wealth, LLC 0.35% 73,219 +9.4% 0.09% $3,775,172
Prospera Financial Services Inc 0.33% 68,928 -3.1% 0.06% $3,553,900
MML INVESTORS SERVICES, LLC 0.32% 67,038 +57% 0.01% $3,456,479
HARBOUR INVESTMENTS, INC. 0.31% 64,384 +17% 0.07% $3,319,639
Cambridge Investment Research Advisors, Inc. 0.31% 64,326 +14% 0.01% $3,317,000
Fragasso Financial Advisors Inc 0.3% 61,566 -4.5% 0.19% $3,174,343
ERn Financial, LLC 0.22% 44,926 -3.1% 0.44% $2,316,385
Integrity Financial Corp /WA 0.21% 43,472 +27% 1.1% $2,241,416
Steward Partners Investment Advisory, LLC 0.18% 36,746 +4.3% 0.01% $1,894,624
Signal Advisors Wealth, LLC 0.17% 36,195 +18% 0.15% $1,866,214
Gerber Kawasaki Wealth & Investment Management 0.16% 34,003 +0.47% 0.06% $1,753,195
Sloy Dahl & Holst, LLC 0.15% 30,482 -1.9% 0.19% $1,571,652
FWG Investments, LLC. 0.14% 30,069 +0.97% 0.99% $1,550,358

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,261,056 $219,731,600 -$860,407 $51.56 126
2025 Q3 5,486,380 $277,126,237 +$23,037,460 $50.54 139
2025 Q2 4,910,335 $235,640,608 +$34,188,950 $48.01 125
2025 Q1 4,207,664 $187,465,321 -$35,575,939 $44.55 124
2024 Q4 5,030,064 $229,901,816 -$12,001,733 $45.70 132
2024 Q3 5,069,215 $227,795,540 +$81,814,775 $44.94 111
2024 Q2 3,248,503 $142,085,726 -$8,325,832 $43.76 96
2024 Q1 3,396,357 $144,292,896 -$12,192,967 $42.50 93
2023 Q4 3,574,243 $143,878,843 +$1,247,775 $40.24 97
2023 Q3 3,296,447 $122,240,380 -$12,461,795 $37.08 87
2023 Q2 3,605,222 $136,752,286 -$30,608,434 $37.98 77
2023 Q1 4,436,665 $156,746,965 +$4,581,344 $35.36 84
2022 Q4 4,384,562 $146,487,501 +$48,521,791 $33.47 77
2022 Q3 2,628,467 $82,995,390 +$52,790,365 $31.56 69
2022 Q2 979,408 $31,276,887 -$4,303,455 $31.92 43
2022 Q1 1,046,979 $36,852,138 -$6,078,949 $35.34 47
2021 Q4 1,260,473 $45,387,715 +$17,688,974 $36.01 46
2021 Q3 713,932 $24,232,959 +$12,291,838 $33.93 31
2021 Q2 356,024 $12,185,605 +$1,427,144 $34.22 16
2021 Q1 317,252 $10,590,774 -$3,033,266 $33.30 17
2020 Q4 416,438 $13,434,493 +$8,207,916 $32.26 19
2020 Q3 147,908 $4,485,000 +$2,511,000 $30.10 10
2020 Q2 6,108 $209,000 $34.22 1
2020 Q1 6,108 $209,000 $34.22 1
2019 Q4 6,108 $209,000 $34.22 1
2019 Q3 6,108 $209,000 $34.22 1
2019 Q2 6,108 $209,000 $34.22 1
2019 Q1 6,108 $209,000 $34.22 1