Security Snapshot

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - December (DECM) Institutional Ownership

CUSIP: 33740U497

13F Institutional Holders and Ownership History from Q4 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

39

Shares (Excl. Options)

991.87KFull value: 991,872 · shares · 30 Jun 2026

Price

$33.71

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-118,580
Value change
-$3,997,732
Number of holders
39
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
1,050,301
SEC-reported price per share
$34.28
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • DECM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - December is tracked under CUSIP 33740U497.
  • 39 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 37 to 39 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $36.51MFull value: $36,511,703 · USD · 31 Mar 2026
    to
    $33.44MFull value: $33,440,482 · USD · 30 Jun 2026
    .

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 39 institutions filings for Q2 2026.

Open SEC evidence

Security key

33740U497

13F reference period

Q2 2026

13F holders

39

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
DECM
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 16% +63% $5,869,387 +$977,128 171,199 +20% First Trust Portfolios L.P. 30 Sep 2026
As of 30 Jun 2026, 39 institutional investors reported holding
991.87KFull value: 991,872 · shares · 30 Jun 2026
shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - December (DECM). This represents 94% of the company’s total
1.05MFull value: 1,050,301 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
89%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PRECEDENT WEALTH PARTNERS, LLC 38% 403,734 -25% 2.3% $13,611,771
Capasso Planning Partners LLC 6.7% 70,431 -5.3% 1.2% $2,374,560
Kestra Advisory Services, LLC 5.6% 58,454 -3.1% 0.01% $1,970,759
COMMONWEALTH EQUITY SERVICES, LLC 5.1% 53,874 -7.1% 0% $1,816,341
Mariner, LLC 3% 31,787 +6.6% 0% $1,071,689
Atria Investments, Inc 2.7% 28,706 -3.7% 0.01% $967,814
OLD MISSION CAPITAL LLC 2.5% 26,341 +117% 0.02% $888,078
Madrona Financial Services, LLC 2.5% 26,158 0% 0.16% $881,909
ENVESTNET ASSET MANAGEMENT INC 2.3% 24,292 -28% 0% $818,997
Clear Creek Financial Management, LLC 2.3% 23,900 -0.62% 0.05% $805,781
HARBOUR INVESTMENTS, INC. 2.2% 22,769 +38% 0.01% $767,650
HBW ADVISORY SERVICES LLC 1.6% 16,989 0% 0.05% $572,779
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.5% 16,222 +20% 0% $546,920
Pinnacle Financial Partners, Inc. 1.4% 15,033 0% 0% $506,833
Cetera Investment Advisers 1.3% 13,943 +28% 0% $470,084
Legacy Capital Wealth Partners, LLC 1.3% 13,210 0% 0.09% $445,371
LPL Financial LLC 1.2% 12,528 0% 0% $422,378
Capital Analysts, LLC 1.1% 11,593 0% 0.01% $391,000
Americana Partners, LLC 1.1% 11,298 -1.1% 0.01% $380,909
Buck Wealth Strategies, LLC 0.99% 10,400 0% 0.04% $350,633
JANE STREET GROUP, LLC 0.96% 10,118 +9.3% 0% $341,125
MILESTONE ASSET MANAGEMENT, LLC 0.87% 9,166 -5.5% 0.05% $309,029
AE Wealth Management LLC 0.87% 9,092 -40% 0% $306,534
Commonwealth Financial Services, LLC 0.86% 8,990 0% 0.04% $303,095
TRUIST FINANCIAL CORP 0.84% 8,852 +29% 0% $298,443

Quarter history

Institutional holders across reporting periods

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

Periods
8
Headline period
Q2 2026
Rows shown
1-8 of 8
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 283,162 $9,707,846 -$13,863,309 $34.28 18
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
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