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

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

Type / Class
Equity / FT Vest U.S. Equity Deep Buffer ETF - October
Symbol
DOCT
Shares outstanding
8,449,754
Price per share
$44.67
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,260,772
Total reported value
$189,228,902
% of total 13F portfolios
0%
Share change
+964,088
Value change
+$43,185,432
Number of holders
111
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 Deep Buffer ETF - October (DOCT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 36% +4.7% $135,212,764 +$3,403,686 3,052,896 +2.6% First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 111 institutional investors reported holding 4,260,772 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT). This represents 50% of the company’s total 8,449,754 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT) together control 38% 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
OPPENHEIMER & CO INC 4.7% 396,336 +1882% 0.25% $17,553,721
OGOREK ANTHONY JOSEPH /NY/ /ADV 3.6% 301,238 -0.75% 3.7% $13,341,000
REAP Financial Group, LLC 3.1% 262,835 -13% 2.4% $11,640,960
Wood Tarver Financial Group, LLC 3.1% 259,898 -4.6% 3.2% $11,510,000
OSAIC HOLDINGS, INC. 1.8% 156,080 +49% 0.01% $6,912,744
Mutual Advisors, LLC 1.7% 147,228 -2% 0.14% $6,520,728
RAYMOND JAMES FINANCIAL INC 1.6% 135,513 +6.4% 0% $6,001,871
Per Stirling Capital Management, LLC. 1.6% 133,894 -2.7% 0.67% $5,930,145
LCNB CORP 1.5% 124,262 +0.04% 1.8% $5,503,564
Sequent Planning LLC 1.4% 122,211 +0.21% 1.4% $5,412,725
WINNOW WEALTH LLC 1.4% 121,993 +4726% 4.1% $5,489,685
Foguth Wealth Management, LLC. 1.4% 117,397 -59% 0.81% $5,197,834
ENVESTNET ASSET MANAGEMENT INC 1.4% 114,338 +47% 0% $5,064,030
COMMONWEALTH EQUITY SERVICES, LLC 1.3% 112,975 +0.25% 0.01% $5,003,667
MML INVESTORS SERVICES, LLC 1% 86,240 +17% 0.01% $3,819,570
Kestra Advisory Services, LLC 1% 85,330 +32% 0.02% $3,779,266
Keystone Wealth Services, LLC 0.86% 72,544 +890% 0.78% $3,642,670
CWM, LLC 0.84% 71,017 +135% 0.01% $3,145,000
Cetera Investment Advisers 0.81% 68,594 +29% 0% $3,038,028
TRUIST FINANCIAL CORP 0.75% 63,656 +27% 0% $2,819,324
FOUNDERS FINANCIAL SECURITIES LLC 0.74% 62,286 +9.3% 0.16% $2,758,647
NewEdge Wealth, LLC 0.62% 52,196 0% 0.03% $2,311,761
Ritter Daniher Financial Advisory LLC / DE 0.61% 51,780 0.38% $2,293,337
LPL Financial LLC 0.61% 51,427 +54% 0% $2,277,702
Commonwealth Financial Services, LLC 0.6% 50,326 +0.26% 0.37% $2,228,939

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,260,772 $189,228,902 +$43,185,432 $44.29 111
2025 Q3 3,026,540 $130,813,574 -$71,494,546 $43.20 86
2025 Q2 5,000,338 $205,400,092 +$2,271,676 $41.07 89
2025 Q1 4,937,988 $189,342,778 +$2,712,181 $38.35 88
2024 Q4 4,844,624 $190,876,866 +$86,338,506 $39.37 87
2024 Q3 1,584,589 $61,840,554 -$8,073,814 $39.03 61
2024 Q2 1,790,005 $68,752,410 -$1,788,826 $38.39 65
2024 Q1 1,837,563 $69,127,604 -$6,701,960 $37.62 66
2023 Q4 2,013,511 $73,244,208 +$17,452,985 $36.36 64
2023 Q3 1,295,899 $44,886,060 -$19,506,524 $34.61 51
2023 Q2 1,857,306 $64,809,785 -$40,840,709 $34.90 53
2023 Q1 3,015,524 $99,148,992 -$22,810,373 $32.83 53
2022 Q4 3,702,250 $116,296,177 +$45,290,829 $31.31 52
2022 Q3 1,901,256 $57,893,889 +$12,411,103 $30.46 28
2022 Q2 1,493,680 $45,858,626 +$1,315,645 $30.30 32
2022 Q1 1,439,374 $47,682,892 +$5,275,520 $32.69 30
2021 Q4 1,297,696 $42,943,130 +$31,903,213 $33.05 31
2021 Q3 327,701 $10,622,383 -$7,699,911 $32.41 17
2021 Q2 573,142 $18,466,497 -$2,420,465 $32.20 19
2021 Q1 649,436 $20,395,113 -$4,921,340 $31.57 18
2020 Q4 838,998 $25,943,369 +$24,590,369 $30.92 15
2020 Q3 6,415 $207,000 $32.27 1
2020 Q2 6,415 $207,000 $32.27 1
2020 Q1 6,415 $207,000 $32.27 1
2019 Q4 6,415 $207,000 $32.27 1
2019 Q3 6,415 $207,000 $32.27 1
2019 Q2 6,415 $207,000 $32.27 1
2019 Q1 6,415 $207,000 $32.27 1