First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November (NOVM) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Max Buffer ETF - November
Symbol
NOVM
Shares outstanding
775,363
Price per share
$32.88
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
352,787
Total reported value
$11,350,445
% of total 13F portfolios
0%
Share change
-43,824
Value change
-$1,364,237
Number of holders
26
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 Max Buffer ETF - November (NOVM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 10% $2,600,064 79,087 First Trust Portfolios L.P. 31 Dec 2025

As of 30 Sep 2025, 26 institutional investors reported holding 352,787 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November (NOVM). This represents 45% of the company’s total 775,363 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November (NOVM) together control 45% 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
Clear Creek Financial Management, LLC 12% 92,959 -1.9% 0.26% $2,990,863
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4.2% 32,223 0% $1,036,743
OLD MISSION CAPITAL LLC 3.9% 30,469 +230% 0.04% $980,309
Cetera Investment Advisers 3.6% 28,236 +6.3% 0% $908,465
CITADEL ADVISORS LLC 2.5% 19,020 +126% 0% $611,949
BRASS TAX WEALTH MANAGEMENT, INC 2.4% 18,910 0% 0.1% $608,410
MGO ONE SEVEN LLC 2.4% 18,834 0% 0.01% $605,965
ENVESTNET ASSET MANAGEMENT INC 1.8% 13,670 0% 0% $439,819
Glen Eagle Advisors, LLC 1.7% 12,856 0% 0.06% $413,629
Madrona Financial Services, LLC 1.4% 10,880 0% 0.08% $350,053
CWM, LLC 1.4% 10,739 -0.27% 0% $346,000
OSAIC HOLDINGS, INC. 1.1% 8,836 0% 0% $284,096
Kestra Advisory Services, LLC 1.1% 8,630 0% $277,662
AE Wealth Management LLC 1.1% 8,488 0% 0% $273,093
Gallagher Fiduciary Advisors, LLC 1.1% 8,178 0% 0.01% $263,119
Prasad Wealth Partners, LLC 0.98% 7,600 0.07% $244,522
PKS Advisory Services, LLC 0.81% 6,285 0.05% $202,225
Geneos Wealth Management Inc. 0.8% 6,240 0% 0.01% $200,766
BARCLAYS PLC 0.59% 4,572 -3.7% 0% $147,100
PRINCIPAL SECURITIES, INC. 0.27% 2,100 +40% 0% $67,565
Capital Analysts, LLC 0.19% 1,474 0% 0% $47,000
Capital Investment Advisory Services, LLC 0.1% 800 0% 0% $25,739
Creekmur Asset Management LLC 0.04% 341 -79% 0% $10,971
DHJJ Financial Advisors, Ltd. 0.03% 265 0% 0% $8,527
Advisory Services Network, LLC 0.02% 163 0% $5,244

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November (NOVM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 22,083 $726,000 +$726,001 $32.88 1
2025 Q3 352,787 $11,350,445 -$1,364,237 $32.17 26
2025 Q2 396,611 $12,468,879 -$2,641,862 $31.44 24
2025 Q1 464,569 $14,145,094 +$4,808,927 $30.44 27
2024 Q4 325,416 $9,944,614 +$9,944,614 $30.56 23