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

13F Institutional Holders and Ownership History from Q2 2023 to Q4 2025

Type / Class
Equity / FT Vest U.S. Small Cap Moderate Buffer ETF - May
Symbol
SMAY
Shares outstanding
3,549,666
Price per share
$26.42
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,663,105
Total reported value
$43,209,479
% of total 13F portfolios
0%
Share change
-181,297
Value change
-$4,258,983
Number of holders
62
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 - May (SMAY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 33% +22% $30,067,215 +$3,156,523 1,157,901 +12% First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 62 institutional investors reported holding 1,663,105 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY). This represents 47% of the company’s total 3,549,666 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 - May (SMAY) together control 41% 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. 5.4% 190,225 -0.55% 0.01% $4,939,997
Cetera Investment Advisers 4.2% 148,796 -4.1% 0% $3,863,726
MGO ONE SEVEN LLC 3.3% 117,838 0% 0.06% $3,059,852
Lionshead Wealth Management, LLC 2.3% 83,294 -0.64% 1.6% $2,162,862
Westwood Wealth Management 2.3% 83,294 1.6% $2,162,862
SMART Wealth LLC 1.9% 69,062 -8.9% 0.55% $1,793,306
LPL Financial LLC 1.8% 65,552 +1.3% 0% $1,702,162
Cambridge Investment Research Advisors, Inc. 1.7% 60,609 -14% 0% $1,574,000
Encompass More Asset Management 1.7% 59,282 -0.24% 0.29% $1,539,352
Advisory Services Network, LLC 1.6% 58,345 +2% 0.02% $1,515,019
COMMONWEALTH EQUITY SERVICES, LLC 1.6% 57,437 -6% 0% $1,491,440
ENVESTNET ASSET MANAGEMENT INC 1.3% 45,230 -0.13% 0% $1,174,469
Benson Wealth Management INC 1.2% 41,501 0% 1.2% $1,077,640
SOA Wealth Advisors, LLC. 1.2% 41,196 -1.1% 0.19% $1,069,720
NorthCrest Asset Manangement, LLC 1.1% 38,516 0% 0.02% $1,007,579
Ashton Thomas Private Wealth, LLC 1.1% 37,936 +18% 0.02% $985,069
First Heartland Consultants, Inc. 0.92% 32,579 +1.1% 0.06% $845,966
BFI Wealth Solutions, LLC 0.87% 30,875 0% 0.76% $801,718
RAYMOND JAMES FINANCIAL INC 0.86% 30,449 -13% 0% $790,657
Jaffetilchin Investment Partners, LLC 0.83% 29,417 -23% 0.04% $763,859
Arkadios Wealth Advisors 0.77% 27,273 0.01% $708,187
Ignite Planners, LLC 0.76% 27,000 -3.5% 0.11% $711,180
Kestra Advisory Services, LLC 0.7% 24,724 -1.7% 0% $641,998
Grantvest Financial Group LLC 0.62% 22,088 -0.67% 0.37% $573,550
Optivise Advisory Services LLC 0.51% 17,983 0.27% $466,957

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,663,105 $43,209,479 -$4,258,983 $25.97 62
2025 Q3 1,607,062 $40,647,736 -$13,018,964 $25.32 54
2025 Q2 2,384,499 $57,192,281 +$19,767,255 $23.97 58
2025 Q1 1,564,280 $36,581,757 +$151,891 $23.45 52
2024 Q4 1,541,220 $38,217,665 -$8,053,615 $24.79 55
2024 Q3 1,815,284 $44,628,556 +$4,658,635 $24.58 54
2024 Q2 1,643,960 $38,357,900 +$23,067,900 $23.33 44
2024 Q1 656,934 $15,064,016 -$2,004,898 $22.93 27
2023 Q4 746,174 $16,424,368 -$8,180,103 $22.02 28
2023 Q3 1,129,696 $22,965,275 +$8,782,149 $20.33 24
2023 Q2 692,255 $14,389,450 +$14,389,450 $20.81 14