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

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Max Buffer ETF - October
Symbol
OCTM
Shares outstanding
950,010
Price per share
$32.73
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
514,476
Total reported value
$16,801,669
% of total 13F portfolios
0%
Share change
+111,403
Value change
+$3,648,802
Number of holders
42
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - October (OCTM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 10% +19% $3,207,802 +$606,906 98,231 +23% First Trust Portfolios L.P. 31 Jan 2026

As of 31 Dec 2025, 42 institutional investors reported holding 514,476 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - October (OCTM). This represents 54% of the company’s total 950,010 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - October (OCTM) together control 49% 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
Kestra Advisory Services, LLC 7.5% 71,093 +42% 0.01% $2,321,592
Apollon Wealth Management, LLC 3.5% 33,709 -35% 0.02% $1,100,791
Cambridge Investment Research Advisors, Inc. 3.1% 29,795 -32% 0% $973,000
COMMONWEALTH EQUITY SERVICES, LLC 2.8% 26,953 +85% 0% $880,173
LVZ, Inc. 2.8% 26,614 -8% 0.1% $869,099
Janney Montgomery Scott LLC 2.5% 23,499 +3.4% 0% $767,000
Capasso Planning Partners LLC 2.3% 22,053 +3.1% 0.4% $720,156
FWG Investments, LLC. 2.2% 20,569 0.43% $671,695
Madrona Financial Services, LLC 2% 18,531 0.13% $605,143
Buck Wealth Strategies, LLC 1.9% 18,140 +4.6% 0.08% $592,374
IMC-Chicago, LLC 1.8% 17,570 0.01% $573,761
Americana Partners, LLC 1.7% 16,533 0.01% $539,897
MGO ONE SEVEN LLC 1.6% 15,417 0.01% $503,453
Cetera Investment Advisers 1.5% 13,819 +37% 0% $451,269
Beacon Financial Advisory LLC 1.4% 13,570 0.1% $443,138
BostonPremier Wealth LLC 1.3% 12,508 0% 0.21% $408,457
Mariner, LLC 1.3% 12,420 0% $405,584
Atria Investments, Inc 1.3% 12,420 +5.1% 0% $405,584
HARBOUR INVESTMENTS, INC. 1.3% 12,102 +1444% 0.01% $395,199
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.3% 11,907 -28% 0% $388,831
WEALTHGARDEN F.S. LLC 1% 9,474 -2.2% 0.21% $310,714
Geneos Wealth Management Inc. 0.91% 8,600 0% 0.01% $280,867
CITADEL ADVISORS LLC 0.85% 8,031 -70% 0% $262,258
Capital Analysts, LLC 0.84% 7,994 0% 0.01% $261,000
Gallagher Fiduciary Advisors, LLC 0.73% 6,933 0.01% $226,392

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - October (OCTM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 514,476 $16,801,669 +$3,648,802 $32.66 42
2025 Q3 424,230 $13,653,686 -$4,103,466 $32.18 33
2025 Q2 555,970 $17,472,205 -$244,253 $31.43 33
2025 Q1 561,164 $17,017,712 -$3,017,234 $30.36 30
2024 Q4 660,351 $20,148,042 +$19,526,706 $30.51 31