Quick Takeaways
- FIRST TRUST PORTFOLIOS LP filed SCHEDULE 13G/A for First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY).
- Disclosed ownership: 40%.
- Date of event: 28 Feb 2026.
FIRST TRUST PORTFOLIOS LP - 28 Feb 2026 SCHEDULE 13G/A Report for First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY)
- Filing Manager
- FIRST TRUST PORTFOLIOS LP
- Reporting Manager
- First Trust Portfolios L.P.
- Symbol
- SMAY
- Shares outstanding
- 3,199,890 shares
- Disclosed Ownership
- 1,282,196 shares
- Ownership
- 40%
- Form type
- SCHEDULE 13G/A
- Filing time
- 06 Mar 2026, 12:39:44 UTC
- Date of event
- 28 Feb 2026
- Previous filing
- 07 Jan 2026
- SEC
- View on sec.gov
Quoteable Key Fact
"FIRST TRUST PORTFOLIOS LP disclosed 40% ownership in First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY) on 28 Feb 2026."
What Changed
- Previous schedule filing date: 07 Jan 2026.
- Current filing was accepted on 06 Mar 2026, 12:39.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (3)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| First Trust Portfolios L.P. | 40% | 1,282,196 | 0 | 0 | /s/ James M. Dykas | James M. Dykas, Chief Financial Officer | |
| First Trust Advisors L.P. | 40% | 1,282,196 | 0 | 1,220,816 | /s/ James M. Dykas | James M. Dykas, Chief Financial Officer | |
| The Charger Corporation | 40% | 1,282,196 | 0 | 1,220,816 | /s/ James M. Dykas | James M. Dykas, Chief Financial Officer and Treasurer |