Latest Period
Q2 2026
Security Snapshot
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November (NOVM) Institutional Ownership
CUSIP: 33740U521
13F Institutional Holders and Ownership History from Q4 2024 to Q2 2026
Institutions Reporting
31
Shares (Excl. Options)
466,776
Price
$33.72
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- Security type / class
- Equity / FT Vest U.S. Equity Max Buffer ETF - November
- Symbol
- NOVM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 466,776
- Total 13F value
- $15,742,710
- Portfolio coverage rank
- 0%
- Share change
- +22,775
- Value change
- +$804,871
- Number of holders
- 31
- Shares outstanding
- 775,363
- SEC-reported price per share
- $34.08
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- NOVM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November is tracked under CUSIP 33740U521.
- 31 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 32 to 31 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $14,761,874 to $15,742,710.
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
Open SEC evidence
Latest holder context comes from 31 institutions filings for Q2 2026.
Security key
33740U521
Latest holder period
Q2 2026
13F holders
31
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740U521:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
NOVM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 10% | $2,600,064 | 79,087 | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 30 Jun 2026, 31 institutional investors reported holding 466,776 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November (NOVM). This represents 60% of the company’s total 775,363 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
60%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Clear Creek Financial Management, LLC | 11% | 86,897 | -0.63% | 0.19% | $2,930,601 |
| PARK AVENUE SECURITIES LLC | 7% | 54,458 | +11% | 0.01% | $1,837,000 |
| Cetera Investment Advisers | 6.6% | 51,381 | +37% | 0% | $1,732,824 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.4% | 34,491 | +125% | 0% | $1,163,209 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.6% | 27,962 | 0% | 0% | $943,015 |
| ENVESTNET ASSET MANAGEMENT INC | 3.2% | 24,452 | -22% | 0% | $824,644 |
| Madrona Financial Services, LLC | 2.5% | 19,749 | 0% | 0.12% | $666,035 |
| Waverly Advisors, LLC | 2.4% | 18,910 | 0% | 0% | $637,740 |
| Gallagher Fiduciary Advisors, LLC | 2% | 15,855 | 0% | 0.02% | $534,694 |
| Ameritas Advisory Services, LLC | 2% | 15,320 | +45% | 0.01% | $516,667 |
| TRUIST FINANCIAL CORP | 1.8% | 13,949 | +9.8% | 0% | $470,430 |
| Glen Eagle Advisors, LLC | 1.6% | 12,681 | 0% | 0.05% | $427,667 |
| Capasso Planning Partners LLC | 1.6% | 12,055 | 0% | 0.2% | $406,555 |
| Geneos Wealth Management Inc. | 1.5% | 11,980 | +100% | 0.01% | $404,026 |
| OLD MISSION CAPITAL LLC | 1.5% | 11,965 | 0.01% | $403,519 | |
| AE Wealth Management LLC | 1.5% | 11,264 | -9.4% | 0% | $379,878 |
| Kestra Advisory Services, LLC | 1.1% | 8,653 | 0% | 0% | $291,822 |
| Buck Wealth Strategies, LLC | 0.93% | 7,180 | 0% | 0.03% | $242,146 |
| VICTORY FINANCIAL GROUP, LLC | 0.92% | 7,127 | 0% | 0.03% | $240,358 |
| Prasad Wealth Partners, LLC | 0.91% | 7,025 | -7.9% | 0.06% | $236,918 |
| PKS Advisory Services, LLC | 0.77% | 5,980 | 0.03% | $201,687 | |
| Capital Analysts, LLC | 0.19% | 1,474 | 0% | 0% | $50,000 |
| Regatta Research & Money Management | 0.16% | 1,230 | 0% | 0.04% | $41,483 |
| HARBOUR INVESTMENTS, INC. | 0.16% | 1,226 | 0% | 0% | $41,347 |
| OSAIC HOLDINGS, INC. | 0.12% | 909 | 0% | 0% | $30,656 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q2 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 466,776 | $15,742,710 | +$804,871 | $33.72 | 31 |
| 2026 Q1 | 451,236 | $14,761,874 | -$168,758 | $32.71 | 32 |
| 2025 Q4 | 455,972 | $14,989,198 | +$3,791,020 | $32.88 | 34 |
| 2025 Q3 | 352,787 | $11,350,445 | -$1,364,238 | $32.17 | 26 |
| 2025 Q2 | 396,611 | $12,468,879 | -$2,641,862 | $31.44 | 24 |
| 2025 Q1 | 464,569 | $14,145,094 | +$4,808,928 | $30.44 | 27 |
| 2024 Q4 | 325,416 | $9,944,614 | +$9,944,614 | $30.56 | 23 |