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

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Buffer ETF - October
Symbol
FOCT
Shares outstanding
22,950,744
Price per share
$49.61
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,435,506
Total reported value
$266,282,396
% of total 13F portfolios
0%
Share change
+1,669,183
Value change
+$81,878,248
Number of holders
140
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 Buffer ETF - October (FOCT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 66% -6.7% $740,838,783 +$79,958,637 15,122,245 +12% First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 140 institutional investors reported holding 5,435,506 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October (FOCT). This represents 24% of the company’s total 22,950,744 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October (FOCT) together control 18% 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
ENVESTNET ASSET MANAGEMENT INC 3.8% 868,476 +138% 0.01% $42,546,657
RAYMOND JAMES FINANCIAL INC 1.7% 384,825 +11% 0.01% $18,852,577
Cetera Investment Advisers 1.6% 373,788 +52% 0.02% $18,311,874
ASSETMARK, INC 1.2% 264,638 +13% 0.03% $12,964,616
LPL Financial LLC 1.1% 241,423 +38% 0% $11,827,313
Bleakley Financial Group, LLC 1% 235,619 -1.1% 0.2% $11,542,975
OSAIC HOLDINGS, INC. 0.88% 202,740 +8.7% 0.01% $9,932,093
COMMONWEALTH EQUITY SERVICES, LLC 0.7% 161,438 +24% 0.01% $7,908,850
Atria Investments, Inc 0.68% 156,772 0.09% $7,680,238
REAP Financial Group, LLC 0.64% 146,285 +83% 1.5% $7,166,496
CWM, LLC 0.51% 117,238 +25% 0.02% $5,743,000
BAM Wealth Management, LLC 0.46% 104,500 3.7% $5,119,455
MML INVESTORS SERVICES, LLC 0.43% 97,786 +63% 0.01% $4,790,536
Kestra Advisory Services, LLC 0.4% 92,384 +6.4% 0.02% $4,525,892
Capital Analysts, LLC 0.4% 90,916 +4.3% 0.14% $4,454,000
SOA Wealth Advisors, LLC. 0.37% 85,344 -2% 0.76% $4,180,990
Sigma Planning Corp 0.36% 83,553 0.11% $4,093,261
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.31% 71,387 -2% 0.52% $3,497,249
CreativeOne Wealth, LLC 0.3% 68,663 +618% 0.08% $3,363,800
ROYAL BANK OF CANADA 0.24% 55,533 -4.2% 0% $2,721,000
Valtinson Bruner Financial Planning LLC 0.23% 52,850 -29% 0.74% $2,589,122
FWG Investments, LLC. 0.22% 50,952 +56% 1.6% $2,496,155
TRUIST FINANCIAL CORP 0.22% 49,974 +24% 0% $2,448,226
HARBOUR INVESTMENTS, INC. 0.2% 46,404 +326% 0.05% $2,273,332
Janney Montgomery Scott LLC 0.2% 46,241 +28% 0.01% $2,265,000

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 5,435,506 $266,282,396 +$81,878,248 $48.99 140
2025 Q3 3,778,381 $179,149,186 -$77,648,673 $47.51 112
2025 Q2 5,413,263 $242,259,672 +$36,193,714 $44.77 113
2025 Q1 4,618,775 $191,696,654 -$33,146,204 $41.50 117
2024 Q4 5,407,081 $230,527,895 +$94,175,518 $42.63 128
2024 Q3 2,432,778 $102,757,590 -$30,332,952 $42.26 94
2024 Q2 3,154,891 $131,018,157 -$16,853,524 $41.54 97
2024 Q1 3,563,572 $144,570,529 -$28,019,641 $40.57 94
2023 Q4 4,144,311 $161,161,720 +$81,144,622 $38.89 97
2023 Q3 1,953,097 $71,330,895 -$13,773,658 $36.53 75
2023 Q2 2,273,729 $85,743,850 -$72,815,670 $37.74 81
2023 Q1 4,301,705 $150,727,503 -$11,613,935 $35.05 86
2022 Q4 4,691,413 $154,737,055 +$87,723,013 $33.01 85
2022 Q3 1,434,010 $44,211,281 +$488,847 $30.84 50
2022 Q2 1,458,615 $45,991,677 -$22,445,280 $31.55 51
2022 Q1 2,084,742 $72,326,816 +$20,356,983 $34.99 54
2021 Q4 1,433,212 $51,132,238 +$24,738,918 $35.72 49
2021 Q3 475,664 $16,429,814 -$6,863,058 $34.36 24
2021 Q2 741,469 $25,223,983 -$3,539,945 $33.99 30
2021 Q1 840,699 $27,721,824 -$390,782 $32.80 31
2020 Q4 871,191 $27,638,929 +$24,178,928 $31.58 27
2020 Q3 65,965 $2,241,000 $33.97 1
2020 Q2 65,965 $2,241,000 $33.97 1
2020 Q1 65,965 $2,241,000 $33.97 1
2019 Q4 65,965 $2,241,000 $33.97 1
2019 Q3 65,965 $2,241,000 $33.97 1
2019 Q2 65,965 $2,241,000 $33.97 1
2019 Q1 65,965 $2,241,000 $33.97 1