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
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership392,738 shares
Latest Disclosed Value $ 13,262,762
Meridian Wealth Management, LLC reports 2.24% increase in ownership of BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 392,738 shares of First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF (US:BUFR) valued at $13,262,762 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 384,142 shares of First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF. This represents a change in shares of 2.24% during the quarter. The current value of the position is $14,197,479 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 392,738 8,596 2.24 13,263 0.78 0.4572
2026-02-04 2025-12-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 384,142 8,634 2.30 13,161 4.87 0.4632
2025-11-04 2025-09-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 375,508 8,466 2.31 12,549 7.52 0.4810
2025-08-08 2025-06-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 367,042 -3,427 -0.93 11,672 6.11 0.4984
2025-05-12 2025-03-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 370,469 16,374 4.62 10,999 1.95 0.5325
2025-02-06 2024-12-31 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 354,095 29,691 9.15 10,789 11.27 0.5104
2024-11-12 2024-09-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 324,404 15,390 4.98 9,696 8.50 0.4766
2024-08-08 2024-06-30 13F FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 309,014 309,014 8,937 1.0682
2024-04-25 2024-03-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 0 -256,235 -100.00 0 -100.00
2024-02-08 2023-12-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 256,235 33,292 14.93 6,808 24.71 0.4347
2023-10-17 2023-09-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 222,943 19,506 9.59 5,460 7.17 0.3345
2023-08-02 2023-06-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 203,437 8,389 4.30 5,094 11.30 0.4295
2023-05-15 2023-03-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 195,048 38,267 24.41 4,578 31.45 0.3993
2023-02-14 2022-12-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 156,781 28,680 22.39 3,482 30.41 0.3409
2022-11-14 2022-09-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 128,101 42,929 50.40 2,670 46.06 0.2873
2022-08-05 2022-06-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 85,172 50,135 143.09 1,828 119.45 0.1495
2022-05-12 2022-03-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 35,037 2,500 7.68 833 6.52 0.0910
2022-01-27 2021-12-31 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 32,537 9,337 40.25 782 46.99 0.0835
2021-10-15 2021-09-30 13F FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 23,200 23,200 532 0.0656
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.