First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
Symbol
XOCT
Shares outstanding
3,201,016
Price per share
$37.97
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,218,415
Total reported value
$83,737,525
% of total 13F portfolios
0%
Share change
-32,911
Value change
-$1,203,360
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. Equity Enhance & Moderate Buffer ETF - October (XOCT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 0.46% -100% $429,053 -$14,074,623 11,742 -97% First Trust Portfolios L.P. 30 Sep 2025

As of 31 Dec 2025, 38 institutional investors reported holding 2,218,415 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT). This represents 69% of the company’s total 3,201,016 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT) together control 68% 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
Bouchey Financial Group Ltd 24% 768,733 -0.64% 2.2% $29,014,751
Sequent Planning LLC 15% 466,976 -7.2% 4.5% $17,625,355
Objectivity Squared, LLC 12% 400,009 -3.2% 8.4% $15,097,780
Financial Guidance Group, Inc. 3.1% 98,264 1.5% $3,708,837
Aptus Capital Advisors, LLC 3.1% 98,264 0.03% $3,708,837
Kestra Advisory Services, LLC 2.1% 68,775 +7.3% 0.01% $2,595,816
SECURED RETIREMENT ADVISORS, LLC 1% 32,469 -12% 0.68% $1,225,497
Diligent Investors, LLC 0.88% 28,048 +6.5% 0.26% $1,058,632
OSAIC HOLDINGS, INC. 0.82% 26,128 -1.5% 0% $986,047
COMMONWEALTH EQUITY SERVICES, LLC 0.71% 22,765 +5.2% 0% $859,237
Cetera Investment Advisers 0.63% 20,317 -87% 0% $766,837
OLD MISSION CAPITAL LLC 0.46% 14,604 -68% 0.02% $551,207
Ignite Planners, LLC 0.45% 14,444 0% 0.08% $548,423
Van Diest Capital, LLC 0.44% 13,954 0% 0.79% $526,674
Ashton Thomas Private Wealth, LLC 0.43% 13,756 +1.7% 0.01% $519,201
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.37% 11,999 +5.1% 0% $452,885
PFS Partners, LLC 0.37% 11,796 +201% 0.2% $445,224
Beacon Financial Advisory LLC 0.33% 10,560 0.09% $398,572
LPL Financial LLC 0.31% 10,071 -31% 0% $380,116
CROSSPOINT FINANCIAL, LLC 0.3% 9,604 0.85% $362,506
LVZ, Inc. 0.28% 9,000 0% 0.04% $339,692
HBK Sorce Advisory LLC 0.27% 8,772 0% 0.01% $333,346
CITADEL ADVISORS LLC 0.27% 8,753 -43% 0% $330,370
HARBOUR INVESTMENTS, INC. 0.25% 7,873 +110% 0.01% $297,155
AE Wealth Management LLC 0.23% 7,342 +5.3% 0% $277,114

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,218,415 $83,737,525 -$1,203,360 $37.74 38
2025 Q3 2,251,368 $82,939,050 -$16,140,582 $36.86 35
2025 Q2 2,695,133 $96,320,820 +$36,739,229 $35.75 36
2025 Q1 1,668,332 $56,006,856 -$187,288 $33.84 32
2024 Q4 1,673,378 $57,206,024 +$26,796,778 $34.22 33
2024 Q3 873,123 $29,606,372 -$23,942,352 $33.87 21
2024 Q2 1,589,545 $53,110,761 +$6,353,552 $33.38 23
2024 Q1 1,399,413 $45,918,469 +$19,405,887 $32.83 21
2023 Q4 809,188 $25,876,831 +$10,599,869 $31.98 18