First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
US ˙ BATS ˙ US33740U7037

SecurityBUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership70,898 shares
Latest Disclosed Value $ 1,985,153
AE Wealth Management LLC reports 12.25% increase in ownership of BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 70,898 shares of First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF (US:BUFD) valued at $1,985,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 63,162 shares of First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF. This represents a change in shares of 12.25% during the quarter. The current value of the position is $2,103,898 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 70,898 7,736 12.25 1,985 11.33 0.0107
2026-01-26 2025-12-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 63,162 11,379 21.97 1,784 24.60 0.0102
2025-11-03 2025-09-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 51,783 10,260 24.71 1,431 29.85 0.0091
2025-08-06 2025-06-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 41,523 -1,646 -3.81 1,103 2.32 0.0081
2025-05-06 2025-03-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 43,169 -30,745 -41.60 1,077 -42.90 0.0091
2025-02-13 2024-12-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 73,914 -27,767 -27.31 1,886 -25.92 0.0160
2024-11-14 2024-09-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 101,681 2,670 2.70 2,546 5.77 0.0231
2024-08-12 2024-06-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 99,011 30,614 44.76 2,408 49.23 0.0241
2024-05-15 2024-03-31 13F FIRST TR EXCHNG TRADED FD VI VEST FUND OF DEP 33740U703 68,397 -3,072,320 -97.82 1,613 -97.76 0.0182
2024-02-14 2023-12-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 3,140,717 2,234,809 246.69 72,048 274.28 0.3679
2023-10-11 2023-09-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 905,908 182,051 25.15 19,251 23.47 0.1150
2023-07-10 2023-06-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 723,857 -51,387 -6.63 15,592 -1.56 0.0937
2023-04-14 2023-03-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 775,244 13,226 1.74 15,838 5.67 0.1019
2023-01-31 2022-12-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 762,018 62,255 8.90 14,989 12.08 0.1084
2022-10-25 2022-09-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 699,763 166,869 31.31 13,372 28.42 0.1060
2022-08-03 2022-06-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 532,894 -96,907 -15.39 10,413 -22.08 0.0833
2022-04-18 2022-03-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 629,801 102,316 19.40 13,364 18.89 0.0917
2022-01-20 2021-12-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 527,485 -22,817 -4.15 11,241 -1.75 0.0784
2021-11-01 2021-09-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 550,302 550,302 11,441 0.0943
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.