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

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / FT Vest U.S. Small Cap Moderate Buffer ETF - August
Symbol
SAUG
Shares outstanding
3,850,013
Price per share
$25.51
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,573,023
Total reported value
$40,177,847
% of total 13F portfolios
0%
Share change
-352,526
Value change
-$8,870,435
Number of holders
55
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 - August (SAUG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 30% +18% $30,158,656 +$3,019,916 1,173,484 +11% First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 55 institutional investors reported holding 1,573,023 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August (SAUG). This represents 41% of the company’s total 3,850,013 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 - August (SAUG) together control 36% 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
OSAIC HOLDINGS, INC. 4.6% 176,482 -17% 0.01% $4,501,926
Cetera Investment Advisers 3.8% 145,311 +0.24% 0% $3,706,884
RAYMOND JAMES FINANCIAL INC 3% 114,332 -0.84% 0% $2,916,610
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2.3% 88,106 0% 0.33% $2,247,584
ENVESTNET ASSET MANAGEMENT INC 2.2% 85,982 -0.41% 0% $2,193,401
TRUIST FINANCIAL CORP 1.9% 73,835 -1.9% 0% $1,883,531
Kestra Advisory Services, LLC 1.8% 70,695 +4.6% 0.01% $1,803,429
COMMONWEALTH EQUITY SERVICES, LLC 1.8% 69,089 -7.4% 0% $1,762,460
LPL Financial LLC 1.6% 62,678 -1.9% 0% $1,598,916
BFI Wealth Solutions, LLC 1.2% 47,938 0% 1.2% $1,222,900
SECURED RETIREMENT ADVISORS, LLC 1.2% 46,745 -11% 0.67% $1,192,465
Global Assets Advisory, LLC 1.1% 41,985 -1.1% 0.31% $1,071,037
NewEdge Advisors, LLC 1.1% 41,491 -32% 0% $1,058,426
NorthCrest Asset Manangement, LLC 1% 38,971 0% 0.02% $1,004,679
Grantvest Financial Group LLC 1% 38,726 +4.4% 0.63% $987,900
Cambridge Investment Research Advisors, Inc. 0.85% 32,580 -3.8% 0% $831,000
OLD MISSION CAPITAL LLC 0.82% 31,670 +88% 0.03% $807,901
Ignite Planners, LLC 0.81% 31,213 -4.6% 0.12% $814,643
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.79% 30,230 +22% 0% $771,167
Ameritas Investment Partners, Inc. 0.75% 28,705 -0.05% 0.02% $732,265
Vise Technologies, Inc. 0.57% 22,137 +47% 0.01% $564,715
Crusonia Wealth Advisors LLC 0.52% 20,000 0% 0.11% $510,200
FOUNDATIONS INVESTMENT ADVISORS, LLC 0.49% 18,719 +0.92% 0.01% $477,522
WEALTHGARDEN F.S. LLC 0.48% 18,308 -0.44% 0.32% $480,771
Prospera Financial Services Inc 0.44% 16,939 0% 0.01% $432,117

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,573,023 $40,177,847 -$8,870,435 $25.51 55
2025 Q3 1,854,447 $46,391,761 -$8,781,801 $25.04 51
2025 Q2 2,203,854 $51,580,303 -$1,793,427 $23.39 40
2025 Q1 2,283,288 $51,209,198 +$12,878,379 $22.52 44
2024 Q4 1,697,586 $40,018,388 +$1,261,178 $23.57 47
2024 Q3 1,589,488 $37,143,725 +$14,213,052 $23.37 44
2024 Q2 987,643 $21,482,695 -$2,318,013 $21.75 32
2024 Q1 1,073,853 $23,538,527 -$521,734 $21.92 31
2023 Q4 1,130,113 $23,822,814 +$14,763,899 $21.22 32
2023 Q3 417,673 $8,203,453 +$8,203,453 $19.64 16