| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 14% | +9.6% | $24,928,539 | +$1,638,368 | 624,306 | +7% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Dec 2025, 70 institutional investors reported holding 3,109,209 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR). This represents 72% of the company’s total 4,326,445 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) together control 63% 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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 8.1% | 351,402 | -16% | 0.02% | $14,031,462 |
| PFS Partners, LLC | 7.3% | 314,983 | -0.83% | 5.8% | $12,577,292 |
| OSAIC HOLDINGS, INC. | 5.5% | 237,896 | -9.3% | 0.01% | $9,499,127 |
| ENVESTNET ASSET MANAGEMENT INC | 5% | 214,241 | +1.9% | 0% | $8,554,643 |
| Americana Partners, LLC | 4.9% | 211,509 | -1.2% | 0.23% | $8,445,554 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.7% | 158,734 | -11% | 0.01% | $6,338,248 |
| Aptus Capital Advisors, LLC | 3.5% | 151,743 | -2.2% | 0.05% | $6,059,098 |
| Financial Guidance Group, Inc. | 3.5% | 151,743 | -2.2% | 2.5% | $6,059,098 |
| Kestra Advisory Services, LLC | 2.9% | 124,583 | -21% | 0.02% | $4,974,599 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2.2% | 93,943 | -3.4% | 0.55% | $3,751,144 |
| REAP Financial Group, LLC | 2% | 87,723 | -4.8% | 0.71% | $3,502,779 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.8% | 76,205 | -0.47% | 0.04% | $3,042,870 |
| LPL Financial LLC | 1.5% | 63,819 | -14% | 0% | $2,548,293 |
| FIRST TRUST ADVISORS LP | 1.5% | 63,607 | +2.4% | 0% | $2,539,827 |
| INVENIO WEALTH PARTNERS LLC | 1.4% | 62,439 | -7.1% | 0.93% | $2,493,189 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.4% | 61,274 | -8.4% | 0.03% | $2,446,671 |
| HARBOUR INVESTMENTS, INC. | 1.1% | 47,834 | -3.8% | 0.04% | $1,910,012 |
| INSIGNEO ADVISORY SERVICES, LLC | 0.91% | 39,585 | -6.1% | 0.11% | $1,580,629 |
| MML INVESTORS SERVICES, LLC | 0.86% | 37,410 | +6% | 0% | $1,493,781 |
| CreativeOne Wealth, LLC | 0.86% | 37,001 | -24% | 0.04% | $1,477,450 |
| HBK Sorce Advisory LLC | 0.76% | 33,090 | -7.4% | 0.03% | $1,329,560 |
| Brookstone Capital Management | 0.74% | 32,053 | -2.9% | 0.01% | $1,279,876 |
| World Investment Advisors | 0.74% | 31,977 | 0.03% | $1,276,845 | |
| OLD MISSION CAPITAL LLC | 0.73% | 31,626 | +105% | 0.05% | $1,262,826 |
| Arkadios Wealth Advisors | 0.69% | 29,959 | -11% | 0.02% | $1,196,263 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,109,209 | $124,157,753 | -$6,263,230 | $39.93 | 70 |
| 2025 Q3 | 3,270,927 | $128,257,342 | -$740,218 | $39.22 | 70 |
| 2025 Q2 | 3,303,524 | $126,516,104 | +$7,614,604 | $38.29 | 75 |
| 2025 Q1 | 3,105,183 | $114,080,977 | -$5,824,573 | $36.75 | 72 |
| 2024 Q4 | 3,267,617 | $118,296,377 | -$23,506,352 | $36.20 | 73 |
| 2024 Q3 | 3,732,615 | $132,485,332 | -$10,495,517 | $35.49 | 72 |
| 2024 Q2 | 4,087,329 | $141,288,202 | +$10,467,449 | $34.57 | 70 |
| 2024 Q1 | 3,787,437 | $127,321,573 | -$30,266,749 | $33.62 | 63 |
| 2023 Q4 | 4,766,579 | $156,738,335 | -$25,462,080 | $32.88 | 60 |
| 2023 Q3 | 4,886,722 | $154,604,411 | -$8,592,942 | $31.64 | 61 |
| 2023 Q2 | 5,157,983 | $162,258,861 | +$103,788,797 | $31.46 | 58 |
| 2023 Q1 | 1,858,089 | $56,377,114 | +$56,347,304 | $30.33 | 38 |
| 2022 Q4 | 0 | $0 | -$387,337 | $40.00 | 0 |
| 2022 Q3 | 12,242 | $387,337 | +$387,337 | $31.64 | 1 |