First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November (NOVM) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Max Buffer ETF - November
Symbol
NOVM
Shares outstanding
775,363
Price per share
$32.95
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
448,300
Total reported value
$14,736,981
% of total 13F portfolios
0%
Share change
+114,764
Value change
+$3,791,020
Number of holders
33
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 Max Buffer ETF - November (NOVM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 10% $2,600,064 79,087 First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 33 institutional investors reported holding 448,300 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November (NOVM). This represents 58% of the company’s total 775,363 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November (NOVM) together control 57% 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
Clear Creek Financial Management, LLC 11% 85,401 -8.1% 0.23% $2,807,558
Cetera Investment Advisers 4.5% 35,228 +25% 0% $1,158,121
ENVESTNET ASSET MANAGEMENT INC 3.9% 30,352 +122% 0% $997,822
COMMONWEALTH EQUITY SERVICES, LLC 3.7% 28,965 0% $952,222
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3% 22,925 -29% 0% $753,660
PARK AVENUE SECURITIES LLC 2.8% 22,083 0.01% $726,000
Madrona Financial Services, LLC 2.6% 19,809 +82% 0.14% $651,221
Waverly Advisors, LLC 2.4% 18,910 0.01% $621,666
MGO ONE SEVEN LLC 2.4% 18,834 0% 0.01% $619,168
Gallagher Fiduciary Advisors, LLC 2% 15,855 +94% 0.02% $521,217
Glen Eagle Advisors, LLC 1.6% 12,681 -1.4% 0.06% $416,888
AE Wealth Management LLC 1.6% 12,438 +47% 0% $408,899
OLD MISSION CAPITAL LLC 1.6% 12,206 -60% 0.02% $401,272
Capasso Planning Partners LLC 1.6% 12,055 0.22% $396,309
Kestra Advisory Services, LLC 1.5% 11,930 +38% 0% $392,199
TRUIST FINANCIAL CORP 1.5% 11,704 0% $384,769
Ameritas Advisory Services, LLC 1.4% 10,550 0.01% $346,831
Advisory Services Network, LLC 1.2% 9,363 +5644% 0% $307,809
OSAIC HOLDINGS, INC. 1.1% 8,836 0% 0% $290,521
CWM, LLC 1.1% 8,471 -21% 0% $278,000
Prasad Wealth Partners, LLC 0.98% 7,625 +0.33% 0.07% $250,672
Buck Wealth Strategies, LLC 0.93% 7,180 0.03% $236,043
VICTORY FINANCIAL GROUP, LLC 0.92% 7,127 0.03% $234,300
Geneos Wealth Management Inc. 0.8% 6,240 0% 0.01% $205,140
PKS Advisory Services, LLC 0.8% 6,235 -0.8% 0.05% $204,992

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 448,300 $14,736,981 +$3,791,020 $32.88 33
2025 Q3 352,787 $11,350,445 -$1,364,238 $32.17 26
2025 Q2 396,611 $12,468,879 -$2,641,862 $31.44 24
2025 Q1 464,569 $14,145,094 +$4,808,928 $30.44 27
2024 Q4 325,416 $9,944,614 +$9,944,614 $30.56 23