First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
US ˙ BATS ˙ US33740F7556

SecurityBUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership331,898 shares
Latest Disclosed Value $ 11,208,200
AE Wealth Management LLC reports 13.64% increase in ownership of BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 331,898 shares of First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF (US:BUFR) valued at $11,208,195 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 292,058 shares of First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF. This represents a change in shares of 13.64% during the quarter. The current value of the position is $12,101,001 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 33740F755 331,898 39,840 13.64 11,208 12.02 0.0018
2026-01-26 2025-12-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 292,058 56,961 24.23 10,006 27.35 0.0574
2025-11-03 2025-09-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 235,097 47,246 25.15 7,857 31.53 0.0501
2025-08-06 2025-06-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 187,851 -8,599 -4.38 5,974 2.42 0.0437
2025-05-06 2025-03-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 196,450 -1,707 -0.86 5,833 -3.40 0.0490
2025-02-13 2024-12-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 198,157 69,159 53.61 6,038 56.60 0.0512
2024-11-14 2024-09-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 128,998 14,900 13.06 3,856 16.85 0.0350
2024-08-12 2024-06-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 114,098 17,976 18.70 3,300 22.78 0.0330
2024-05-15 2024-03-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST FD OF BU 33740F755 96,122 -2,796,653 -96.68 2,688 -96.56 0.0304
2024-02-14 2023-12-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 2,892,775 1,455,390 101.25 78,134 121.96 0.3990
2023-10-11 2023-09-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 1,437,385 639,107 80.06 35,202 76.11 0.2104
2023-07-10 2023-06-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 798,278 -48,508 -5.73 19,989 0.57 0.1202
2023-04-14 2023-03-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 846,786 20,781 2.52 19,874 8.33 0.1279
2023-01-31 2022-12-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 826,005 45,756 5.86 18,346 12.82 0.1326
2022-10-25 2022-09-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 780,249 149,799 23.76 16,260 20.19 0.1289
2022-08-03 2022-06-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 630,450 -44,696 -6.62 13,529 -15.70 0.1082
2022-04-18 2022-03-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 675,146 -638,223 -48.59 16,048 -49.15 0.1101
2022-01-20 2021-12-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 1,313,369 621,291 89.77 31,560 98.70 0.2201
2021-11-01 2021-09-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 692,078 525,239 314.82 15,883 315.02 0.1308
2021-07-21 2021-06-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 166,839 54,109 48.00 3,827 53.63 0.0334
2021-04-27 2021-03-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 112,730 112,730 2,491 0.0251
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.