| 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 30 Sep 2025, 139 institutional investors reported holding 5,486,380 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September (FSEP). This represents 26% of the company’s total 20,775,914 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September (FSEP) together control 20% 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 | 2.6% | 547,181 | -15% | 0.01% | $27,654,528 |
| CWM, LLC | 2.1% | 429,438 | +50% | 0.07% | $21,704,000 |
| Cetera Investment Advisers | 2% | 412,385 | +21% | 0.02% | $20,841,938 |
| OSAIC HOLDINGS, INC. | 1.6% | 336,632 | +1.9% | 0.02% | $16,841,012 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.5% | 306,680 | +40% | 0.02% | $15,500,000 |
| LPL Financial LLC | 1.1% | 231,252 | +19% | 0% | $11,687,476 |
| ASSETMARK, INC | 1% | 217,152 | +13% | 0.02% | $10,974,862 |
| RAYMOND JAMES FINANCIAL INC | 1% | 216,488 | +5.8% | 0% | $10,941,304 |
| Atria Investments, Inc | 0.7% | 144,667 | +217% | 0.08% | $7,311,470 |
| REAP Financial Group, LLC | 0.68% | 140,437 | +5.3% | 1.5% | $7,097,686 |
| Kestra Advisory Services, LLC | 0.67% | 139,729 | -2.6% | 0.03% | $7,061,904 |
| BAM Wealth Management, LLC | 0.51% | 106,883 | 0% | 4.2% | $5,401,867 |
| Schulz Wealth, LTD. | 0.51% | 105,943 | -0.3% | 3.5% | $5,354,359 |
| Keystone Wealth Services, LLC | 0.5% | 104,114 | -2.1% | 1.1% | $5,261,922 |
| Strategic Blueprint, LLC | 0.47% | 98,673 | +14% | 0.22% | $4,986,933 |
| 1776 Wealth LLC | 0.35% | 73,408 | 0% | 1.4% | $3,710,040 |
| Prospera Financial Services Inc | 0.34% | 71,145 | +9.7% | 0.06% | $3,595,636 |
| CreativeOne Wealth, LLC | 0.32% | 66,901 | -47% | 0.08% | $3,381,177 |
| Fragasso Financial Advisors Inc | 0.31% | 64,473 | +0.71% | 0.2% | $3,265,557 |
| JANE STREET GROUP, LLC | 0.28% | 59,105 | 0% | $2,987,167 | |
| Cambridge Investment Research Advisors, Inc. | 0.27% | 56,667 | +17% | 0.01% | $2,864,000 |
| HARBOUR INVESTMENTS, INC. | 0.27% | 55,259 | +12% | 0.06% | $2,792,790 |
| ERn Financial, LLC | 0.22% | 46,352 | -3.9% | 0.46% | $2,342,630 |
| MML INVESTORS SERVICES, LLC | 0.21% | 42,621 | +30% | 0.01% | $2,154,065 |
| Merit Financial Group, LLC | 0.18% | 38,355 | -53% | 0.02% | $1,938,462 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 453,892 | $23,408,953 | +$834,402 | $51.56 | 24 |
| 2025 Q3 | 5,486,380 | $277,126,236 | +$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 |