Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - September include Defined Financial Planning LLC, Atria Investments Llc, and Main Street Financial Solutions, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 338 | 10 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 8,884 | 274 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,598 | 203 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,306 | 317 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34,651 | 0.65 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7,316 | 225 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 6,192 | 15.89 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 29,865 | 919 |
