First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / FT Vest International Equity Moderate Buffer ETF - September
Symbol
YSEP
Shares outstanding
4,099,721
Price per share
$26.77
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,240,296
Total reported value
$84,443,352
% of total 13F portfolios
0%
Share change
+396,142
Value change
+$10,342,927
Number of holders
69
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 13% +22% $13,099,222 +$2,830,653 513,695 +28% First Trust Portfolios L.P. 30 Sep 2025
Brookstone Capital Management 4.2% $2,595,108 112,391 Brookstone Capital Management, LLC 31 Dec 2024

As of 31 Dec 2025, 69 institutional investors reported holding 3,240,296 shares of First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP). This represents 79% of the company’s total 4,099,721 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP) together control 71% 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
OGOREK ANTHONY JOSEPH /NY/ /ADV 13% 515,023 -1% 3.7% $13,398,000
Sterling Manor Financial, LLC 9.3% 383,280 +0.72% 6.2% $9,970,992
RAYMOND JAMES FINANCIAL INC 6.5% 266,898 +11% 0% $6,943,325
COMMONWEALTH EQUITY SERVICES, LLC 5.4% 219,972 +17% 0.01% $5,722,550
US BANCORP \DE\ 5.3% 215,573 +18% 0.01% $5,608,132
SOA Wealth Advisors, LLC. 4.3% 176,431 -5.5% 0.84% $4,589,835
Modern Wealth Management, LLC 3.5% 142,008 0.07% $3,694,324
Clear Creek Financial Management, LLC 3.2% 132,617 +1.6% 0.28% $3,450,018
Cetera Investment Advisers 2.8% 113,067 +16% 0% $2,941,427
OSAIC HOLDINGS, INC. 2.6% 104,711 -20% 0% $2,723,500
LPL Financial LLC 1.9% 78,562 -4.9% 0% $2,043,782
NorthCrest Asset Manangement, LLC 1.9% 77,461 -4.9% 0.05% $2,037,350
Cambridge Investment Research Advisors, Inc. 1.5% 61,821 +42% 0% $1,608,000
Avantra Family Wealth, Inc. 1.4% 55,590 +1.9% 1% $1,446,168
Advisory Services Network, LLC 1.3% 52,308 +2% 0.02% $1,360,781
ENVESTNET ASSET MANAGEMENT INC 0.95% 39,118 +8.3% 0% $1,017,651
Noble Wealth Management PBC 0.87% 35,785 -5.4% 0.47% $930,943
SILVER OAK SECURITIES, INCORPORATED 0.84% 34,468 +20% 0.06% $898,853
GOLDMAN SACHS GROUP INC 0.76% 31,053 0% $807,841
Rockefeller Capital Management L.P. 0.75% 30,556 +140% 0% $794,911
Ignite Planners, LLC 0.73% 29,954 +13% 0.12% $798,274
OLD MISSION CAPITAL LLC 0.68% 27,959 0.03% $727,350
WEALTHGARDEN F.S. LLC 0.6% 24,656 +17% 0.43% $657,070
Sunbelt Securities, Inc. 0.58% 23,641 +18% 0.04% $615,018
Corient Private Wealth LLC 0.57% 23,234 0% 0% $604,430

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September (YSEP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,240,296 $84,443,352 +$10,342,927 $26.01 69
2025 Q3 3,037,142 $77,401,069 -$1,148,581 $25.50 53
2025 Q2 3,095,614 $75,449,637 -$15,959,617 $24.40 49
2025 Q1 3,787,200 $85,499,586 +$40,335,865 $22.73 50
2024 Q4 2,003,176 $43,482,952 +$10,618,550 $21.70 46
2024 Q3 1,388,497 $31,688,407 +$1,741,146 $22.82 37
2024 Q2 1,314,582 $28,452,946 -$505,636 $21.58 33
2024 Q1 1,211,562 $26,026,710 +$1,489,189 $21.60 31
2023 Q4 1,138,855 $23,619,799 +$5,912,823 $20.74 33
2023 Q3 650,167 $12,453,478 +$1,966,833 $19.23 19
2023 Q2 547,146 $10,869,399 -$7,011,668 $19.95 16
2023 Q1 906,058 $17,468,963 +$264,876 $19.24 23
2022 Q4 897,050 $16,173,111 +$7,424,665 $17.96 21
2022 Q3 523,893 $8,286,859 +$5,692,112 $15.77 11
2022 Q2 163,519 $2,840,103 -$176,385 $17.31 12
2022 Q1 172,394 $3,282,686 +$993,239 $19.03 12
2021 Q4 119,579 $2,365,887 +$276,421 $19.90 12
2021 Q3 105,809 $2,077,000 +$2,077,000 $19.64 5