First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR)

Historical Holders from Q3 2022 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
Symbol
XMAR
Shares outstanding
4,425,455
Price per share
$39.93
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,260,990
Total reported value
$127,892,190
% of total 13F portfolios
0%
Share change
-20,990
Value change
-$740,221
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 U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) 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% +11% $22,877,970 +$219,572 583,275 +0.97% First Trust Portfolios L.P. 30 Sep 2025
As of 30 Sep 2025, First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) has 69 institutional shareholders filing 13F forms. They hold 3,260,990 shares. of 4,425,455 outstanding shares (74%) .

Top 25 institutional shareholders own 66% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Cetera Investment Advisers 9.5% 420,131 +1.4% 0.02% $16,478,944
PFS Partners, LLC 7.2% 317,614 -0.71% 5.9% $12,457,889
OSAIC HOLDINGS, INC. 5.9% 262,158 +150% 0.01% $10,258,667
Americana Partners, LLC 4.8% 214,181 +0.63% 0.25% $8,400,886
ENVESTNET ASSET MANAGEMENT INC 4.7% 210,162 +9.9% 0% $8,243,247
COMMONWEALTH EQUITY SERVICES, LLC 4% 177,370 -5.9% 0.01% $6,957,000
Kestra Advisory Services, LLC 3.5% 156,831 -17% 0.03% $6,151,429
Aptus Capital Advisors, LLC 3.5% 155,113 -2% 0.06% $6,084,044
Financial Guidance Group, Inc. 3.5% 155,113 -2% 2.7% $6,084,044
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2.2% 97,258 -1.5% 0.58% $3,814,780
REAP Financial Group, LLC 2.1% 92,125 -1.5% 0.79% $3,613,447
Foundations Investment Advisors, LLC 1.7% 76,566 -3.5% 0.04% $3,003,176
LPL Financial LLC 1.7% 74,340 +7.8% 0% $2,915,860
INVENIO WEALTH PARTNERS LLC 1.5% 67,186 -7% 0.96% $2,635,257
KESTRA PRIVATE WEALTH SERVICES, LLC 1.5% 66,916 +0.06% 0.03% $2,624,666
FIRST TRUST ADVISORS LP 1.4% 62,091 +1.9% 0% $2,435,413
HARBOUR INVESTMENTS, INC. 1.1% 49,749 -14% 0.04% $1,951,320
CreativeOne Wealth, LLC 1.1% 48,583 -3.6% 0.05% $1,905,585
INSIGNEO ADVISORY SERVICES, LLC 0.95% 42,155 -0.94% 0.12% $1,653,458
HBK Sorce Advisory LLC 0.81% 35,751 -7.5% 0.04% $1,401,082
MML INVESTORS SERVICES, LLC 0.8% 35,307 +4.5% 0% $1,384,857
Diversify Advisory Services, LLC 0.76% 33,627 -19% 0.05% $1,325,906
Arkadios Wealth Advisors 0.76% 33,517 -0% 0.03% $1,314,648
Brookstone Capital Management 0.75% 33,019 -3.4% 0.02% $1,295,114
Octavia Wealth Advisors, LLC 0.56% 24,822 +6% 0.1% $973,601

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 29,305 $1,170,155 -$157,107 $39.93 2
2025 Q3 3,260,990 $127,892,190 -$740,221 $39.22 69
2025 Q2 3,303,524 $126,516,104 +$7,614,602 $38.29 75
2025 Q1 3,105,183 $114,080,977 -$5,155,531 $36.75 72
2024 Q4 3,250,140 $117,610,291 -$24,792,184 $36.20 73
2024 Q3 3,732,615 $132,485,332 -$10,495,518 $35.49 72
2024 Q2 3,523,894 $121,809,972 +$12,503,788 $34.57 68
2024 Q1 3,787,437 $127,321,573 -$30,266,708 $33.62 63
2023 Q4 624,997 $20,549,901 $32.88 2
2023 Q3 4,878,275 $154,337,148 -$8,723,868 $31.64 60
2023 Q2 5,149,536 $161,993,128 +$103,773,881 $31.46 57
2023 Q1 1,850,117 $56,135,323 +$56,105,513 $30.33 37
2022 Q3 12,242 $387,337 $0 $31.64 1