| 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, 69 institutional investors reported holding 3,260,990 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR). This represents 74% of the company’s total 4,425,455 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) together control 66% 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 |
|---|---|---|---|---|---|
| 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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 48,252 | $1,926,709 | +$364,698 | $39.93 | 3 |
| 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 |