| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 0.48% | -95% | $481,749 | -$18,725,690 | 11,614 | -97% | First Trust Portfolios L.P. | 30 Sep 2025 |
As of 31 Dec 2025, 64 institutional investors reported holding 1,793,314 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP). This represents 53% of the company’s total 3,375,022 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP) together control 46% 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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 9.7% | 326,883 | -3.1% | 0.02% | $13,854,854 |
| OSAIC HOLDINGS, INC. | 7.7% | 260,647 | -8.6% | 0.02% | $11,046,901 |
| Kestra Advisory Services, LLC | 5% | 168,520 | +0.36% | 0.03% | $7,142,686 |
| MML INVESTORS SERVICES, LLC | 4.1% | 137,502 | +251% | 0.01% | $5,827,995 |
| ENVESTNET ASSET MANAGEMENT INC | 3.2% | 108,878 | +647% | 0% | $4,614,772 |
| Cetera Investment Advisers | 3.1% | 104,938 | -3% | 0% | $4,447,777 |
| LPL Financial LLC | 1.9% | 65,743 | -9.7% | 0% | $2,786,504 |
| KRAEMATON INVESTMENT ADVISORS, INC | 1.6% | 53,273 | -1.3% | 1.8% | $2,257,965 |
| Mariner, LLC | 1.5% | 50,659 | -12% | 0% | $2,147,171 |
| Noble Wealth Management PBC | 1.1% | 37,202 | -4.1% | 0.79% | $1,576,799 |
| Clear Point Advisors Inc. | 0.64% | 21,637 | 0% | 0.71% | $917,080 |
| Mutual Advisors, LLC | 0.63% | 21,324 | 0% | 0.02% | $903,813 |
| CITADEL ADVISORS LLC | 0.63% | 21,112 | -1.1% | 0% | $894,828 |
| Diligent Investors, LLC | 0.58% | 19,502 | -6.2% | 0.2% | $826,588 |
| UPTICK PARTNERS, LLC | 0.56% | 18,795 | -19% | 0.17% | $796,622 |
| Blackhawk Capital Partners, LLC | 0.52% | 17,470 | 0% | 0.28% | $740,462 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.51% | 17,117 | +127% | 0% | $725,501 |
| Millington Financial Advisors, LLC | 0.5% | 16,980 | -24% | 0.32% | $724,762 |
| First Heartland Consultants, Inc. | 0.46% | 15,670 | -25% | 0.05% | $664,170 |
| Sequent Planning LLC | 0.42% | 14,271 | +26% | 0.15% | $604,873 |
| Benson Wealth Management INC | 0.42% | 14,051 | 0% | 0.66% | $595,548 |
| Cambridge Investment Research Advisors, Inc. | 0.42% | 14,007 | -5.5% | 0% | $594,000 |
| SILVER OAK SECURITIES, INCORPORATED | 0.41% | 13,823 | 0% | 0.04% | $587,063 |
| SageGuard Financial Group, LLC | 0.37% | 12,552 | 0% | 0.08% | $532,014 |
| Waverly Advisors, LLC | 0.36% | 12,065 | 0% | $511,373 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,793,314 | $76,023,349 | +$3,519,182 | $42.38 | 64 |
| 2025 Q3 | 1,709,963 | $71,102,986 | -$5,661,146 | $41.59 | 66 |
| 2025 Q2 | 1,849,931 | $75,150,891 | -$9,213,165 | $40.61 | 60 |
| 2025 Q1 | 2,075,166 | $80,165,258 | +$7,605,312 | $38.67 | 59 |
| 2024 Q4 | 1,880,989 | $73,230,747 | +$3,993,738 | $38.91 | 61 |
| 2024 Q3 | 1,769,569 | $67,897,315 | -$13,689,444 | $38.37 | 61 |
| 2024 Q2 | 2,127,104 | $80,201,028 | +$447,428 | $37.71 | 54 |
| 2024 Q1 | 2,038,161 | $75,497,610 | -$8,216,303 | $37.04 | 55 |
| 2023 Q4 | 2,241,436 | $80,451,020 | +$16,837,623 | $35.89 | 55 |
| 2023 Q3 | 1,684,517 | $57,114,362 | -$27,801,231 | $33.90 | 42 |
| 2023 Q2 | 2,504,543 | $84,904,267 | -$47,252,582 | $33.90 | 38 |
| 2023 Q1 | 3,893,051 | $125,904,895 | -$16,311,333 | $32.42 | 44 |
| 2022 Q4 | 4,446,277 | $137,790,178 | +$89,434,029 | $30.92 | 42 |
| 2022 Q3 | 1,277,610 | $37,828,689 | +$37,828,689 | $29.41 | 14 |