| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 33% | +22% | $30,067,215 | +$3,156,523 | 1,157,901 | +12% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 30 Sep 2025, 54 institutional investors reported holding 1,607,062 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY). This represents 45% of the company’s total 3,549,666 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY) together control 40% 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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 5.4% | 191,269 | -6.3% | 0.01% | $4,787,489 |
| Cetera Investment Advisers | 4.4% | 155,230 | +27% | 0% | $3,931,200 |
| MGO ONE SEVEN LLC | 3.3% | 117,838 | -0.08% | 0.07% | $2,984,247 |
| Lionshead Wealth Management, LLC | 2.4% | 83,827 | -47% | 1.7% | $2,122,919 |
| SMART Wealth LLC | 2.1% | 75,812 | -15% | 0.72% | $1,919,932 |
| Cambridge Investment Research Advisors, Inc. | 2% | 70,665 | -13% | 0% | $1,790,000 |
| LPL Financial LLC | 1.8% | 64,719 | -6.6% | 0% | $1,639,009 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.7% | 61,122 | -38% | 0% | $1,548,000 |
| Encompass More Asset Management | 1.7% | 59,427 | -30% | 0.29% | $1,504,990 |
| Advisory Services Network, LLC | 1.6% | 57,180 | +0.21% | 0.02% | $1,448,081 |
| ENVESTNET ASSET MANAGEMENT INC | 1.3% | 45,291 | -5% | 0% | $1,146,995 |
| ASHTON THOMAS SECURITIES, LLC | 1.2% | 43,853 | 0% | 0.16% | $1,110,577 |
| Harvest Investment Services, LLC | 1.2% | 43,788 | -16% | 0.22% | $1,108,931 |
| SOA Wealth Advisors, LLC. | 1.2% | 41,651 | +30% | 0.2% | $1,054,812 |
| NorthCrest Asset Manangement, LLC | 1.1% | 38,516 | +8.4% | 0.02% | $977,663 |
| Jaffetilchin Investment Partners, LLC | 1.1% | 38,283 | -2.9% | 0.06% | $969,517 |
| Donald L. Hagan, LLC | 1% | 35,344 | -6.4% | 0.44% | $895,087 |
| RAYMOND JAMES FINANCIAL INC | 0.99% | 34,974 | -9.9% | 0% | $885,717 |
| Ashton Thomas Private Wealth, LLC | 0.91% | 32,249 | 0.02% | $816,706 | |
| First Heartland Consultants, Inc. | 0.91% | 32,229 | -13% | 0.07% | $816,200 |
| Ignite Planners, LLC | 0.79% | 27,990 | -5.9% | 0.12% | $708,847 |
| Kestra Advisory Services, LLC | 0.71% | 25,140 | -13% | 0% | $636,671 |
| Grantvest Financial Group LLC | 0.63% | 22,237 | -19% | 0.39% | $563,152 |
| OLD MISSION CAPITAL LLC | 0.51% | 18,030 | 0.02% | $456,609 | |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.47% | 16,675 | -39% | 0.14% | $422,294 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 204,099 | $5,312,177 | -$4,219,641 | $25.97 | 9 |
| 2025 Q3 | 1,607,062 | $40,647,736 | -$13,018,964 | $25.32 | 54 |
| 2025 Q2 | 2,384,499 | $57,192,281 | +$19,767,256 | $23.97 | 58 |
| 2025 Q1 | 1,564,280 | $36,581,757 | +$151,887 | $23.45 | 52 |
| 2024 Q4 | 1,528,208 | $37,860,310 | -$8,372,448 | $24.79 | 55 |
| 2024 Q3 | 1,815,284 | $44,628,858 | +$4,658,672 | $24.58 | 54 |
| 2024 Q2 | 1,643,960 | $38,357,762 | +$23,067,764 | $23.33 | 44 |
| 2024 Q1 | 656,934 | $15,064,016 | -$2,004,901 | $22.93 | 27 |
| 2023 Q4 | 746,174 | $16,424,368 | -$8,180,091 | $22.02 | 28 |
| 2023 Q3 | 1,129,696 | $22,965,275 | +$8,782,149 | $20.33 | 24 |
| 2023 Q2 | 692,255 | $14,389,450 | +$14,389,451 | $20.81 | 14 |