First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / FT Vest International Equity Moderate Buffer ETF - September
Symbol
YSEP
Shares outstanding
4,099,721
Price per share
$26.01
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,037,142
Total reported value
$77,401,069
% of total 13F portfolios
0%
Share change
-52,192
Value change
-$1,148,581
Number of holders
53
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 13% +22% $13,099,222 +$2,830,653 513,695 +28% First Trust Portfolios L.P. 30 Sep 2025
Brookstone Capital Management 4.2% $2,595,108 112,391 Brookstone Capital Management, LLC 31 Dec 2024

As of 30 Sep 2025, 53 institutional investors reported holding 3,037,142 shares of First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP). This represents 74% of the company’s total 4,099,721 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP) together control 69% 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
OGOREK ANTHONY JOSEPH /NY/ /ADV 13% 520,411 0% 3.8% $13,270,000
Sterling Manor Financial, LLC 9.3% 380,535 +42% 6.1% $9,703,817
RAYMOND JAMES FINANCIAL INC 5.9% 240,676 +15% 0% $6,137,239
LM Advisors LLC 5.1% 209,941 +0.96% 0.83% $5,353,000
COMMONWEALTH EQUITY SERVICES, LLC 4.6% 188,610 -26% 0.01% $4,810,000
SOA Wealth Advisors, LLC. 4.6% 186,779 -0.56% 0.89% $4,762,865
US BANCORP \DE\ 4.5% 183,362 0.01% $4,675,731
OSAIC HOLDINGS, INC. 3.2% 130,525 +4.8% 0% $3,260,734
Clear Creek Financial Management, LLC 3.2% 130,481 -0.5% 0.29% $3,327,266
Cetera Investment Advisers 2.4% 97,585 +21% 0% $2,488,418
LPL Financial LLC 2% 82,627 +15% 0% $2,106,989
NorthCrest Asset Manangement, LLC 2% 81,486 +33% 0.05% $2,086,850
Avantra Family Wealth, Inc. 1.3% 54,532 -65% 1% $1,390,566
Advisory Services Network, LLC 1.3% 51,266 +0.74% 0.02% $1,307,277
Cambridge Investment Research Advisors, Inc. 1.1% 43,534 -30% 0% $1,110,000
Noble Wealth Management PBC 0.92% 37,838 0.51% $964,869
ENVESTNET ASSET MANAGEMENT INC 0.88% 36,136 +6.5% 0% $921,468
SILVER OAK SECURITIES, INCORPORATED 0.7% 28,727 -43% 0.05% $732,539
JANE STREET GROUP, LLC 0.65% 26,558 0% $677,229
Ignite Planners, LLC 0.65% 26,500 0.11% $675,750
Corient Private Wealth LLC 0.57% 23,234 0% 0% $592,467
Ameritas Investment Partners, Inc. 0.54% 22,260 -5.7% 0.02% $567,630
WEALTHGARDEN F.S. LLC 0.51% 21,013 +30% 0.39% $540,232
Sunbelt Securities, Inc. 0.49% 20,030 0% 0.04% $510,765
Prospera Financial Services Inc 0.46% 18,988 0% 0.01% $484,184

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 822,404 $21,426,712 +$411,311 $26.01 12
2025 Q3 3,037,142 $77,401,069 -$1,148,581 $25.50 53
2025 Q2 3,095,614 $75,449,637 -$15,959,617 $24.40 49
2025 Q1 3,787,200 $85,499,586 +$40,335,865 $22.73 50
2024 Q4 2,003,176 $43,482,952 +$10,618,550 $21.70 46
2024 Q3 1,388,497 $31,688,407 +$1,741,146 $22.82 37
2024 Q2 1,314,582 $28,452,946 -$505,636 $21.58 33
2024 Q1 1,211,562 $26,026,710 +$1,489,189 $21.60 31
2023 Q4 1,138,855 $23,619,799 +$5,912,823 $20.74 33
2023 Q3 650,167 $12,453,478 +$1,966,833 $19.23 19
2023 Q2 547,146 $10,869,399 -$7,011,668 $19.95 16
2023 Q1 906,058 $17,468,963 +$264,876 $19.24 23
2022 Q4 897,050 $16,173,111 +$7,424,665 $17.96 21
2022 Q3 523,893 $8,286,859 +$5,692,112 $15.77 11
2022 Q2 163,519 $2,840,103 -$176,385 $17.31 12
2022 Q1 172,394 $3,282,686 +$993,239 $19.03 12
2021 Q4 119,579 $2,365,887 +$276,421 $19.90 12
2021 Q3 105,809 $2,077,000 +$2,077,000 $19.64 5