| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 1.3% | $349,598 | 10,020 | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 31 Dec 2025, 29 institutional investors reported holding 493,252 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November (XNOV). This represents 66% of the company’s total 747,761 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November (XNOV) together control 65% 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 |
|---|---|---|---|---|---|
| Key Client Fiduciary Advisors, LLC | 8.4% | 63,153 | -17% | 0.83% | $2,391,711 |
| Kestra Advisory Services, LLC | 8.2% | 61,213 | -12% | 0.01% | $2,318,240 |
| Cetera Investment Advisers | 6.6% | 49,648 | -0.77% | 0% | $1,880,254 |
| OSAIC HOLDINGS, INC. | 5.6% | 42,157 | +9.4% | 0% | $1,596,481 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.6% | 41,680 | +60% | 0% | $1,578,488 |
| Financial Guidance Group, Inc. | 3.8% | 28,300 | 0.44% | $1,071,769 | |
| Aptus Capital Advisors, LLC | 3.8% | 28,300 | +2077% | 0.01% | $1,071,769 |
| OLD MISSION CAPITAL LLC | 3.7% | 27,738 | -2.3% | 0.04% | $1,050,485 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.1% | 23,101 | +250% | 0% | $874,874 |
| Diligent Investors, LLC | 2.6% | 19,750 | 0% | 0.18% | $747,966 |
| Sequent Planning LLC | 2.3% | 17,026 | +182% | 0.16% | $644,804 |
| CARY STREET PARTNERS FINANCIAL LLC | 1.9% | 14,126 | 0% | 0.01% | $534,976 |
| Mariner, LLC | 1.2% | 8,715 | +22% | 0% | $330,052 |
| Arkadios Wealth Advisors | 1.1% | 8,548 | 0.01% | $323,727 | |
| LPL Financial LLC | 0.88% | 6,566 | 0% | $248,666 | |
| QTR Family Wealth, LLC | 0.85% | 6,355 | -27% | 0.11% | $242,572 |
| LVZ, Inc. | 0.82% | 6,095 | 0.03% | $230,828 | |
| IFP Advisors, Inc | 0.8% | 6,004 | 0% | 0.01% | $227,382 |
| PFS Partners, LLC | 0.76% | 5,702 | +32% | 0.1% | $215,945 |
| Foguth Wealth Management, LLC. | 0.75% | 5,587 | 0.03% | $211,789 | |
| FIRST TRUST ADVISORS LP | 0.71% | 5,288 | 0% | $200,264 | |
| HARBOUR INVESTMENTS, INC. | 0.69% | 5,193 | -63% | 0% | $196,668 |
| BARCLAYS PLC | 0.49% | 3,649 | -33% | 0% | $138,194 |
| Steward Partners Investment Advisory, LLC | 0.43% | 3,203 | 0% | $121,303 | |
| DHJJ Financial Advisors, Ltd. | 0.29% | 2,161 | +18% | 0.03% | $81,841 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 493,252 | $18,682,308 | -$670,187 | $37.87 | 29 |
| 2025 Q3 | 515,256 | $18,857,162 | -$2,042,970 | $36.62 | 21 |
| 2025 Q2 | 571,334 | $20,306,664 | +$5,196,629 | $35.55 | 22 |
| 2025 Q1 | 425,552 | $14,338,811 | -$274,929 | $33.69 | 20 |
| 2024 Q4 | 435,128 | $14,804,675 | +$3,778,778 | $34.02 | 26 |
| 2024 Q3 | 307,847 | $10,354,865 | -$11,139,135 | $33.64 | 23 |
| 2024 Q2 | 642,203 | $21,223,584 | +$1,158,116 | $33.06 | 25 |
| 2024 Q1 | 608,715 | $19,715,408 | +$8,870,584 | $32.39 | 23 |
| 2023 Q4 | 336,409 | $10,571,322 | +$9,640,008 | $31.43 | 17 |