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

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Max Buffer ETF - September
Symbol
SEPM
Shares outstanding
1,000,159
Price per share
$31.98
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
494,851
Total reported value
$15,738,819
% of total 13F portfolios
0%
Share change
+94,190
Value change
+$3,007,948
Number of holders
30
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 - September (SEPM) 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% +16% $3,205,949 +$587,251 100,816 +22% First Trust Portfolios L.P. 31 Jan 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC 0.14% -100% $35,514 -$7,264,503 1,215 -100% Foundations Investment Advisors, LLC 31 Jan 2025

As of 31 Dec 2025, 30 institutional investors reported holding 494,851 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - September (SEPM). This represents 49% of the company’s total 1,000,159 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 - September (SEPM) together control 49% 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
COMMONWEALTH EQUITY SERVICES, LLC 5.4% 53,672 +9.5% 0% $1,707,100
Encompass More Asset Management 5.1% 50,849 -0.03% 0.3% $1,617,308
ASHTON THOMAS SECURITIES, LLC 4.1% 40,992 +9.8% 0.25% $1,303,796
Ashton Thomas Private Wealth, LLC 3.1% 31,238 +19% 0.02% $993,559
Cetera Investment Advisers 2.7% 26,792 -17% 0% $852,149
HBW ADVISORY SERVICES LLC 2.6% 25,589 +253% 0.09% $813,886
PARK AVENUE SECURITIES LLC 2.5% 25,445 0.01% $809,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.5% 25,244 +281% 0% $802,913
Americana Partners, LLC 2.1% 21,207 -2.7% 0.02% $674,512
Kestra Advisory Services, LLC 2% 20,235 +34% 0% $643,596
Mariner, LLC 2% 19,842 +181% 0% $631,097
IMC-Chicago, LLC 1.5% 15,046 0.01% $478,555
Cambridge Investment Research Advisors, Inc. 1.4% 13,530 +0.52% 0% $430,000
AE Wealth Management LLC 1.3% 12,807 +0.1% 0% $407,341
Atria Investments, Inc 1.3% 12,770 +5.5% 0% $406,164
LVZ, Inc. 1.2% 11,799 0% 0.04% $375,280
Waverly Advisors, LLC 1.2% 11,632 0% $369,969
NOVEM GROUP 1.1% 10,995 0% 0.04% $349,708
IFP Advisors, Inc 1% 10,180 0.01% $323,786
FOUNDATIONS INVESTMENT ADVISORS, LLC 0.92% 9,243 0% $293,984
Anfield Capital Management, LLC 0.83% 8,336 0% 0.08% $265,136
Gallagher Fiduciary Advisors, LLC 0.8% 8,015 0% 0.01% $254,921
OSAIC HOLDINGS, INC. 0.77% 7,665 0% 0% $243,798
Mutual Advisors, LLC 0.71% 7,092 0% 0% $225,569
Main Street Financial Solutions, LLC 0.66% 6,598 0% 0.02% $209,857

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 494,851 $15,738,819 +$3,007,948 $31.81 30
2025 Q3 461,556 $14,509,053 +$410,939 $31.43 33
2025 Q2 449,821 $13,851,811 +$631,776 $30.79 31
2025 Q1 429,314 $12,767,753 -$9,408,825 $29.74 25
2024 Q4 744,734 $22,218,271 +$11,612,998 $29.83 26
2024 Q3 355,467 $10,542,434 +$10,542,434 $29.58 13