Latest Period
Q2 2026
CUSIP: 33740U497
Latest Period
Q2 2026
Institutions Reporting
39
Shares (Excl. Options)
991,872
Price
$33.71
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Latest holder context comes from 39 institutions filings for Q2 2026.
Security key
33740U497
Latest holder period
Q2 2026
13F holders
39
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 33740U497:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | 28% | $13,444,342 | 403,734 | PRECEDENT WEALTH PARTNERS, LLC | 30 Jun 2026 | |||
| FIRST TRUST PORTFOLIOS LP | 10% | +59% | $4,813,204 | +$2,142,968 | 142,698 | +80% | First Trust Portfolios L.P. | 31 Jul 2026 |
As of 30 Jun 2026, 39 institutional investors reported holding 991,872 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - December (DECM). This represents 70% of the company’s total 1,425,554 outstanding shares.
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | 28% | 403,734 | -25% | 2.3% | $13,611,771 |
| Capasso Planning Partners LLC | 4.9% | 70,431 | -5.3% | 1.2% | $2,374,560 |
| Kestra Advisory Services, LLC | 4.1% | 58,454 | -3.1% | 0.01% | $1,970,759 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.8% | 53,874 | -7.1% | 0% | $1,816,341 |
| Mariner, LLC | 2.2% | 31,787 | +6.6% | 0% | $1,071,689 |
| Atria Investments, Inc | 2% | 28,706 | -3.7% | 0.01% | $967,814 |
| OLD MISSION CAPITAL LLC | 1.8% | 26,341 | +117% | 0.02% | $888,078 |
| Madrona Financial Services, LLC | 1.8% | 26,158 | 0% | 0.16% | $881,909 |
| ENVESTNET ASSET MANAGEMENT INC | 1.7% | 24,292 | -28% | 0% | $818,997 |
| Clear Creek Financial Management, LLC | 1.7% | 23,900 | -0.62% | 0.05% | $805,781 |
| HARBOUR INVESTMENTS, INC. | 1.6% | 22,769 | +38% | 0.01% | $767,650 |
| HBW ADVISORY SERVICES LLC | 1.2% | 16,989 | 0% | 0.05% | $572,779 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 16,222 | +20% | 0% | $546,920 |
| Pinnacle Financial Partners, Inc. | 1.1% | 15,033 | 0% | 0% | $506,833 |
| Cetera Investment Advisers | 0.98% | 13,943 | +28% | 0% | $470,084 |
| Legacy Capital Wealth Partners, LLC | 0.93% | 13,210 | 0% | 0.09% | $445,371 |
| LPL Financial LLC | 0.88% | 12,528 | 0% | 0% | $422,378 |
| Capital Analysts, LLC | 0.81% | 11,593 | 0% | 0.01% | $391,000 |
| Americana Partners, LLC | 0.79% | 11,298 | -1.1% | 0.01% | $380,909 |
| Buck Wealth Strategies, LLC | 0.73% | 10,400 | 0% | 0.04% | $350,633 |
| JANE STREET GROUP, LLC | 0.71% | 10,118 | +9.3% | 0% | $341,125 |
| MILESTONE ASSET MANAGEMENT, LLC | 0.64% | 9,166 | -5.5% | 0.05% | $309,029 |
| AE Wealth Management LLC | 0.64% | 9,092 | -40% | 0% | $306,534 |
| Commonwealth Financial Services, LLC | 0.63% | 8,990 | 0% | 0.04% | $303,095 |
| TRUIST FINANCIAL CORP | 0.62% | 8,852 | +29% | 0% | $298,443 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 991,872 | $33,440,482 | -$3,997,732 | $33.71 | 39 |
| 2026 Q1 | 1,117,660 | $36,511,703 | +$8,485,773 | $32.67 | 37 |
| 2025 Q4 | 829,912 | $27,259,412 | -$3,442,281 | $32.85 | 36 |
| 2025 Q3 | 978,472 | $31,588,577 | -$414,689 | $32.26 | 31 |
| 2025 Q2 | 997,722 | $31,461,096 | -$77,887 | $31.53 | 32 |
| 2025 Q1 | 1,000,425 | $30,577,404 | +$25,940,232 | $30.57 | 33 |
| 2024 Q4 | 151,681 | $4,662,042 | +$4,662,042 | $30.74 | 14 |