| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 0.48% | -95% | $481,749 | -$18,725,690 | 11,614 | -97% | First Trust Portfolios L.P. | 30 Sep 2025 |
As of 30 Sep 2025, 66 institutional investors reported holding 1,709,963 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP). This represents 51% of the company’s total 3,375,022 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP) together control 44% 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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 10% | 337,430 | +31% | 0.02% | $14,035,000 |
| OSAIC HOLDINGS, INC. | 8.4% | 285,185 | +95% | 0.02% | $11,836,562 |
| Kestra Advisory Services, LLC | 5% | 167,923 | -11% | 0.03% | $6,984,572 |
| Cetera Investment Advisers | 3.2% | 108,200 | -46% | 0.01% | $4,500,460 |
| LPL Financial LLC | 2.2% | 72,813 | -1.2% | 0% | $3,028,576 |
| JANE STREET GROUP, LLC | 1.7% | 57,636 | +499% | 0% | $2,397,306 |
| Mariner, LLC | 1.7% | 57,491 | -2% | 0% | $2,391,275 |
| KRAEMATON INVESTMENT ADVISORS, INC | 1.6% | 53,948 | -5.5% | 1.9% | $2,243,908 |
| MML INVESTORS SERVICES, LLC | 1.2% | 39,221 | -5% | 0% | $1,631,354 |
| Noble Wealth Management PBC | 1.1% | 38,807 | 0.86% | $1,614,134 | |
| UPTICK PARTNERS, LLC | 0.69% | 23,209 | -8% | 0.25% | $965,353 |
| Millington Financial Advisors, LLC | 0.66% | 22,354 | -41% | 0.45% | $928,053 |
| Clear Point Advisors Inc. | 0.64% | 21,637 | 0% | 0.7% | $899,967 |
| CITADEL ADVISORS LLC | 0.63% | 21,340 | +20% | 0% | $887,614 |
| Mutual Advisors, LLC | 0.63% | 21,324 | -0.23% | 0.02% | $890,433 |
| Diligent Investors, LLC | 0.62% | 20,802 | +1.7% | 0.22% | $865,236 |
| First Heartland Consultants, Inc. | 0.62% | 20,778 | -17% | 0.07% | $864,238 |
| Blackhawk Capital Partners, LLC | 0.52% | 17,470 | 0.28% | $726,645 | |
| OLD MISSION CAPITAL LLC | 0.49% | 16,614 | -33% | 0.02% | $691,041 |
| Cambridge Investment Research Advisors, Inc. | 0.44% | 14,826 | -8.2% | 0% | $617,000 |
| ENVESTNET ASSET MANAGEMENT INC | 0.43% | 14,577 | -91% | 0% | $606,314 |
| SILVER OAK SECURITIES, INCORPORATED | 0.41% | 13,823 | -11% | 0.04% | $574,952 |
| BRASS TAX WEALTH MANAGEMENT, INC | 0.36% | 12,093 | -0.72% | 0.08% | $502,995 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.34% | 11,486 | +391% | 0.07% | $477,748 |
| Sequent Planning LLC | 0.33% | 11,285 | +4.5% | 0.13% | $469,387 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 59,570 | $2,524,862 | -$295,931 | $42.38 | 3 |
| 2025 Q3 | 1,709,963 | $71,102,997 | -$5,661,148 | $41.59 | 66 |
| 2025 Q2 | 1,849,931 | $75,150,891 | -$9,213,160 | $40.61 | 60 |
| 2025 Q1 | 2,075,166 | $80,165,258 | +$7,605,309 | $38.67 | 59 |
| 2024 Q4 | 1,860,274 | $72,343,182 | +$3,765,788 | $38.91 | 60 |
| 2024 Q3 | 1,754,659 | $67,325,274 | -$13,661,399 | $38.37 | 59 |
| 2024 Q2 | 2,086,114 | $78,655,099 | +$441,315 | $37.71 | 51 |
| 2024 Q1 | 2,022,882 | $74,931,598 | -$8,131,102 | $37.04 | 53 |
| 2023 Q4 | 25,747 | $924,001 | $35.89 | 1 | |
| 2023 Q3 | 1,668,208 | $56,561,403 | -$24,781,951 | $33.90 | 40 |
| 2023 Q2 | 2,470,514 | $83,751,040 | -$47,253,590 | $33.90 | 35 |
| 2023 Q1 | 3,886,041 | $125,667,256 | -$16,311,333 | $32.42 | 43 |
| 2022 Q4 | 4,417,304 | $136,894,333 | +$89,352,677 | $30.92 | 41 |
| 2022 Q3 | 1,251,269 | $37,054,000 | +$37,054,017 | $29.41 | 13 |