| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 40% | -3.3% | $135,278,638 | +$18,633,921 | 3,012,478 | +16% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Dec 2025, 108 institutional investors reported holding 3,457,178 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September (DSEP). This represents 46% of the company’s total 7,499,323 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September (DSEP) together control 35% 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 | 3.7% | 274,829 | +81% | 0% | $12,341,476 |
| Spectrum Asset Management, Inc. (NB/CA) | 3.5% | 259,689 | -2.6% | 3.9% | $11,661,621 |
| REAP Financial Group, LLC | 3.2% | 241,562 | -11% | 2.2% | $10,847,603 |
| CWM, LLC | 2.5% | 187,122 | +53% | 0.02% | $8,403,000 |
| Kestra Advisory Services, LLC | 2.4% | 179,095 | -0.4% | 0.03% | $8,042,458 |
| WINNOW WEALTH LLC | 1.6% | 122,515 | +9820% | 4.1% | $5,513,175 |
| Cetera Investment Advisers | 1.6% | 116,914 | +18% | 0.01% | $5,250,129 |
| MML INVESTORS SERVICES, LLC | 1.5% | 113,222 | +1243% | 0.01% | $5,084,358 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.5% | 110,562 | -9.8% | 0.01% | $4,964,908 |
| Wood Tarver Financial Group, LLC | 1.3% | 100,718 | +57% | 1.3% | $4,522,000 |
| OSAIC HOLDINGS, INC. | 1.3% | 99,526 | -3.9% | 0.01% | $4,469,626 |
| Advyzon Investment Management, LLC | 1.2% | 91,691 | -0.16% | 0.48% | $4,117,493 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 87,402 | +46% | 0% | $3,924,883 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 1% | 78,104 | +1.7% | 0.96% | $3,507,000 |
| LPL Financial LLC | 0.92% | 68,957 | -0.93% | 0% | $3,096,567 |
| Maia Wealth LLC | 0.89% | 66,741 | 0.51% | $2,999,734 | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.81% | 60,698 | +9.6% | 0.16% | $2,725,710 |
| TRUIST FINANCIAL CORP | 0.77% | 57,858 | +6.9% | 0% | $2,598,155 |
| LifeWealth Investments, LLC | 0.75% | 56,548 | -0.28% | 0.8% | $2,539,350 |
| Jaffetilchin Investment Partners, LLC | 0.72% | 53,770 | 0% | 0.14% | $2,414,601 |
| Hardworking Capital Advisors, LLC | 0.61% | 45,689 | 0% | 1.9% | $2,051,715 |
| Ignite Planners, LLC | 0.51% | 38,301 | +1.2% | 0.27% | $1,732,799 |
| Janney Montgomery Scott LLC | 0.47% | 35,501 | +0.85% | 0% | $1,594,000 |
| Cambridge Investment Research Advisors, Inc. | 0.46% | 34,733 | -17% | 0% | $1,560,000 |
| HARBOUR INVESTMENTS, INC. | 0.46% | 34,392 | -6.5% | 0.03% | $1,544,411 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,457,178 | $155,281,343 | +$25,683,784 | $44.91 | 108 |
| 2025 Q3 | 2,845,118 | $125,724,426 | -$2,163,030 | $44.20 | 95 |
| 2025 Q2 | 2,915,401 | $123,529,790 | -$12,619,414 | $42.40 | 89 |
| 2025 Q1 | 3,225,331 | $127,966,724 | -$6,834,548 | $39.68 | 96 |
| 2024 Q4 | 3,354,708 | $136,084,058 | +$8,304,738 | $40.55 | 98 |
| 2024 Q3 | 2,464,274 | $98,689,653 | +$29,924,668 | $40.05 | 77 |
| 2024 Q2 | 1,710,702 | $66,921,846 | -$7,488,745 | $39.12 | 66 |
| 2024 Q1 | 1,903,629 | $72,666,654 | -$8,870,067 | $38.18 | 69 |
| 2023 Q4 | 2,135,293 | $77,879,955 | -$6,988,667 | $36.43 | 66 |
| 2023 Q3 | 2,008,655 | $68,453,992 | -$22,512,595 | $34.05 | 57 |
| 2023 Q2 | 2,672,489 | $90,970,291 | -$14,232,427 | $34.21 | 61 |
| 2023 Q1 | 3,091,890 | $99,010,263 | -$70,880,334 | $32.02 | 59 |
| 2022 Q4 | 5,324,286 | $163,295,939 | +$104,191,506 | $30.65 | 66 |
| 2022 Q3 | 1,936,125 | $56,983,361 | +$36,908,947 | $29.36 | 53 |
| 2022 Q2 | 676,756 | $20,515,797 | +$3,629,518 | $30.31 | 36 |
| 2022 Q1 | 573,014 | $18,717,029 | -$3,175,032 | $32.75 | 36 |
| 2021 Q4 | 662,194 | $21,753,784 | +$8,696,387 | $33.12 | 37 |
| 2021 Q3 | 297,087 | $9,520,481 | -$437,447 | $32.04 | 22 |
| 2021 Q2 | 309,992 | $9,984,000 | -$13,090,044 | $32.21 | 14 |
| 2021 Q1 | 730,931 | $22,929,000 | +$1,553,957 | $31.66 | 14 |
| 2020 Q4 | 720,025 | $21,894,000 | +$3,217,035 | $31.11 | 15 |
| 2020 Q3 | 571,709 | $17,050,000 | +$16,626,000 | $29.95 | 8 |
| 2020 Q2 | 622 | $20,000 | $32.15 | 1 | |
| 2020 Q1 | 622 | $20,000 | $32.15 | 1 | |
| 2019 Q4 | 622 | $20,000 | $32.15 | 1 | |
| 2019 Q3 | 622 | $20,000 | $32.15 | 1 | |
| 2019 Q2 | 622 | $20,000 | $32.15 | 1 | |
| 2019 Q1 | 622 | $20,000 | $32.15 | 1 |