Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / FT Vest U.S. Equity Moderate Buffer ETF - October
-
Shares outstanding
-
5.55M
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
195K
-
Shares change
-
+174K
-
Total reported value, excl. options
-
$6.31M
-
Value change
-
+$5.63M
-
Number of buys
-
1
-
Price
-
$32.35
Significant Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October (GOCT) as of Q4 2023
2 filings reported holding GOCT - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October as of Q4 2023.
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October (GOCT) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 195K shares
of 5.55M outstanding shares and own 3.52% of the company stock.
Largest 10 shareholders include Lifestyle Asset Management, Inc. (533K shares), Steward Partners Investment Advisory, LLC (520K shares), Americana Partners, LLC (177K shares), Heck Capital Advisors, LLC (174K shares), Kestra Advisory Services, LLC (73.6K shares), AE Wealth Management LLC (71.3K shares), ENVESTNET ASSET MANAGEMENT INC (68.5K shares), Holistic Planning, LLC (56.2K shares), TRUIST FINANCIAL CORP (55.7K shares), and COMMONWEALTH EQUITY SERVICES, LLC (49.1K shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.