First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Deep Buffer ETF - October
Symbol
DOCT
Shares outstanding
8,626,220
Price per share
$44.29
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,026,540
Total reported value
$130,813,573
% of total 13F portfolios
0%
Share change
-1,678,485
Value change
-$71,494,579
Number of holders
86
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 Deep Buffer ETF - October (DOCT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 34% -16% $130,172,252 +$4,324,311 2,976,046 +3.4% First Trust Portfolios L.P. 30 Nov 2025

As of 30 Sep 2025, 86 institutional investors reported holding 3,026,540 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT). This represents 35% of the company’s total 8,626,220 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT) together control 29% 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 3.5% 303,524 -1.2% 3.8% $13,113,000
REAP Financial Group, LLC 3.5% 301,577 -5.9% 2.8% $13,029,075
Wood Tarver Financial Group, LLC 3.2% 272,473 -14% 3.5% $11,771,000
Mutual Advisors, LLC 1.7% 150,213 +0.73% 0.14% $6,571,068
Per Stirling Capital Management, LLC. 1.6% 137,648 +1.1% 0.71% $5,946,809
RAYMOND JAMES FINANCIAL INC 1.5% 127,323 -49% 0% $5,500,748
LCNB CORP 1.4% 124,208 +7.6% 1.9% $5,366,171
Sequent Planning LLC 1.4% 121,949 -2.1% 1.5% $5,268,575
COMMONWEALTH EQUITY SERVICES, LLC 1.3% 112,698 -64% 0.01% $4,869,000
OSAIC HOLDINGS, INC. 1.2% 104,472 -7.6% 0.01% $4,455,325
ENVESTNET ASSET MANAGEMENT INC 0.9% 77,856 +8.9% 0% $3,363,621
MML INVESTORS SERVICES, LLC 0.86% 73,780 -0.09% 0.01% $3,187,525
Kestra Advisory Services, LLC 0.75% 64,531 -0.85% 0.01% $2,787,939
FOUNDERS FINANCIAL SECURITIES LLC 0.66% 56,968 +42% 0.17% $2,461,194
Cetera Investment Advisers 0.62% 53,220 +3.2% 0% $2,299,269
NewEdge Wealth, LLC 0.61% 52,196 -5.3% 0.03% $2,287,751
TRUIST FINANCIAL CORP 0.58% 50,271 +1.3% 0% $2,171,863
Commonwealth Financial Services, LLC 0.58% 50,195 +0.89% 0.37% $2,168,580
HARBOUR INVESTMENTS, INC. 0.51% 44,311 +5.4% 0.04% $1,914,373
OLD MISSION CAPITAL LLC 0.4% 34,473 +99% 0.05% $1,489,340
Advance Capital Management, Inc. 0.39% 33,921 -95% 0.06% $1,465,492
StoneX Group Inc. 0.39% 33,783 +27% 0.06% $1,459,530
LPL Financial LLC 0.39% 33,369 +12% 0% $1,441,644
SMART Wealth LLC 0.37% 31,943 -6.3% 0.52% $1,380,037
Harvest Investment Services, LLC 0.35% 30,401 -5.9% 0.26% $1,313,417

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October (DOCT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 225,833 $10,000,484 -$6,464,701 $44.29 7
2025 Q3 3,026,540 $130,813,573 -$71,494,579 $43.20 86
2025 Q2 5,000,338 $205,400,092 +$2,271,673 $41.07 89
2025 Q1 4,937,988 $189,342,778 +$2,712,196 $38.35 88
2024 Q4 4,376,943 $172,457,822 +$74,261,548 $39.37 84
2024 Q3 1,577,144 $61,549,978 -$8,140,751 $39.03 60
2024 Q2 1,553,315 $59,666,066 -$1,633,239 $38.39 63
2024 Q1 1,831,821 $68,911,590 -$6,685,860 $37.62 65
2023 Q4 237,329 $8,629,179 -$2,254,710 $36.36 1
2023 Q3 1,230,753 $42,631,351 -$19,640,635 $34.61 50
2023 Q2 1,796,335 $62,681,818 -$39,514,895 $34.90 52
2023 Q1 2,916,565 $95,900,346 -$25,456,113 $32.83 52
2022 Q4 3,585,108 $112,628,461 +$45,290,847 $31.31 51
2022 Q3 1,901,256 $57,893,889 +$12,411,108 $30.46 28
2022 Q2 1,493,680 $45,858,626 +$1,127,093 $30.30 32
2022 Q1 1,439,354 $47,681,892 +$5,307,827 $32.69 29
2021 Q4 1,297,696 $42,943,130 +$31,903,224 $33.05 31
2021 Q3 327,701 $10,622,383 -$7,699,902 $32.41 17
2021 Q2 573,142 $18,466,497 -$2,420,478 $32.20 19
2021 Q1 649,436 $20,395,113 -$4,921,340 $31.57 18
2020 Q4 838,998 $25,943,369 +$24,590,373 $30.92 15
2020 Q3 6,415 $207,000 $0 $32.27 1
2020 Q2 6,415 $207,000 $0 $32.27 1
2020 Q1 6,415 $207,000 $0 $32.27 1
2019 Q4 6,415 $207,000 $0 $32.27 1
2019 Q3 6,415 $207,000 $0 $32.27 1
2019 Q2 6,415 $207,000 $0 $32.27 1
2019 Q1 6,415 $207,000 $0 $32.27 1