First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - February (SFEB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / FT Vest U.S. Small Cap Moderate Buffer ETF - February
Symbol
SFEB
Shares outstanding
3,349,916
Price per share
$24.27
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,118,529
Total reported value
$26,299,901
% of total 13F portfolios
0%
Share change
-228,404
Value change
-$5,349,748
Number of holders
38
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. Small Cap Moderate Buffer ETF - February (SFEB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 38% +15% $30,105,353 +$2,782,295 1,281,008 +10% First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 38 institutional investors reported holding 1,118,529 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - February (SFEB). This represents 33% of the company’s total 3,349,916 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - February (SFEB) together control 32% 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
BFI Wealth Solutions, LLC 4.3% 145,144 0% 3.2% $3,411,114
OSAIC HOLDINGS, INC. 3.3% 111,935 -56% 0% $2,630,561
RAYMOND JAMES FINANCIAL INC 3.3% 111,179 -24% 0% $2,612,884
Diligent Investors, LLC 2.6% 86,440 -0.13% 0.5% $2,031,478
Cetera Investment Advisers 2.1% 71,638 +0.35% 0% $1,683,608
ENVESTNET ASSET MANAGEMENT INC 2.1% 69,734 +0.26% 0% $1,638,861
TRUIST FINANCIAL CORP 1.9% 64,099 -0.11% 0% $1,506,429
COMMONWEALTH EQUITY SERVICES, LLC 1.5% 49,308 0% 0% $1,158,820
Kestra Advisory Services, LLC 1.2% 41,484 -9.8% 0% $974,940
SOA Wealth Advisors, LLC. 1.2% 41,449 -1.6% 0.18% $974,124
Grantvest Financial Group LLC 0.96% 32,077 -13% 0.48% $753,861
Orion Porfolio Solutions, LLC 0.92% 30,683 +2.8% 0.01% $721,100
LPL Financial LLC 0.86% 28,969 +3.7% 0% $680,818
HARBOUR INVESTMENTS, INC. 0.68% 22,748 -41% 0.01% $534,614
NorthCrest Asset Manangement, LLC 0.66% 22,098 0% 0.01% $526,571
Arkadios Wealth Advisors 0.65% 21,870 0.01% $513,980
Keystone Wealth Services, LLC 0.61% 20,541 0% 0.1% $482,746
CARY STREET PARTNERS FINANCIAL LLC 0.57% 19,152 0% 0.01% $450,103
Mariner, LLC 0.47% 15,900 -15% 0% $373,675
Cambridge Investment Research Advisors, Inc. 0.47% 15,706 -8.7% 0% $369,000
SILVER OAK SECURITIES, INCORPORATED 0.43% 14,285 0.02% $336,967
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.41% 13,745 -71% 0% $323,029
Sunbelt Securities, Inc. 0.36% 11,982 -1.8% 0.02% $281,596
Marshall Financial Group, LLC 0.3% 9,962 0% 0.05% $234,123
Spire Wealth Management 0.25% 8,376 -15% 0.01% $196,849

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - February (SFEB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,118,529 $26,299,901 -$5,349,748 $23.50 38
2025 Q3 1,200,347 $27,312,348 -$9,005,482 $22.80 35
2025 Q2 1,623,621 $34,676,633 +$3,794,130 $21.35 37
2025 Q1 1,472,174 $30,017,406 -$417,700 $20.39 37
2024 Q4 1,478,955 $31,822,683 -$3,410,216 $21.51 41
2024 Q3 2,057,990 $43,756,432 -$2,132,173 $21.29 38
2024 Q2 2,178,752 $43,809,231 +$6,775,777 $20.11 42
2024 Q1 1,839,466 $37,432,826 +$37,432,826 $20.36 25