| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 1.8% | -91% | $709,219 | -$16,379,633 | 19,254 | -96% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 30 Sep 2025, 33 institutional investors reported holding 969,153 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January (XJAN). This represents 92% of the company’s total 1,052,131 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January (XJAN) together control 91% 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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 17% | 175,742 | -0.93% | 0.19% | $6,332,758 |
| ENVESTNET ASSET MANAGEMENT INC | 14% | 147,798 | 0% | $5,325,812 | |
| Cetera Investment Advisers | 11% | 117,565 | +499% | 0% | $4,236,384 |
| HARBOUR INVESTMENTS, INC. | 7% | 73,629 | -8.9% | 0.06% | $2,653,177 |
| KRAEMATON INVESTMENT ADVISORS, INC | 6.5% | 68,270 | -5.9% | 2.1% | $2,460,068 |
| OSAIC HOLDINGS, INC. | 4.7% | 49,013 | +2.3% | 0% | $1,754,424 |
| Arkadios Wealth Advisors | 4.4% | 46,618 | -1.1% | 0.04% | $1,679,852 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.1% | 32,359 | -48% | 0% | $1,166,000 |
| Kestra Advisory Services, LLC | 3% | 32,050 | -25% | 0.01% | $1,154,903 |
| CITADEL ADVISORS LLC | 2.2% | 22,751 | 0% | $819,819 | |
| CreativeOne Wealth, LLC | 2.1% | 22,339 | 0.02% | $804,973 | |
| OLD MISSION CAPITAL LLC | 1.9% | 20,265 | -57% | 0.03% | $730,237 |
| Ashton Thomas Private Wealth, LLC | 1.9% | 20,034 | +13% | 0.02% | $721,913 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6% | 17,262 | +61% | 0% | $622,026 |
| Orion Porfolio Solutions, LLC | 1.6% | 16,594 | +13% | 0% | $597,955 |
| Sigma Planning Corp | 1.5% | 16,031 | 0% | 0.02% | $577,667 |
| Mariner, LLC | 1.2% | 12,454 | +0.77% | 0% | $448,772 |
| VestGen Investment Management | 0.98% | 10,305 | 0.22% | $371,335 | |
| Sequent Planning LLC | 0.98% | 10,289 | -0.91% | 0.11% | $370,758 |
| LPL Financial LLC | 0.93% | 9,783 | 0% | $352,525 | |
| MML INVESTORS SERVICES, LLC | 0.9% | 9,511 | -3.1% | 0% | $342,723 |
| Foundations Investment Advisors, LLC | 0.7% | 7,388 | 0% | 0% | $266,222 |
| Stonebridge Financial Planning Group, LLC | 0.7% | 7,314 | 0% | 0.1% | $263,556 |
| BARCLAYS PLC | 0.54% | 5,712 | -4.8% | 0% | $205,828 |
| PFS Partners, LLC | 0.44% | 4,604 | -0.99% | 0.08% | $165,903 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 71,795 | $2,644,563 | -$82,842 | $36.84 | 4 |
| 2025 Q3 | 969,153 | $34,911,083 | +$7,906,166 | $36.03 | 33 |
| 2025 Q2 | 750,254 | $26,200,844 | +$4,905,546 | $34.92 | 29 |
| 2025 Q1 | 626,861 | $20,768,870 | -$2,027,303 | $33.13 | 32 |
| 2024 Q4 | 683,296 | $23,060,072 | -$19,195,465 | $33.75 | 29 |
| 2024 Q3 | 1,246,581 | $41,331,914 | -$6,536,275 | $33.18 | 34 |
| 2024 Q2 | 1,450,226 | $47,139,382 | -$7,935,586 | $32.50 | 34 |
| 2024 Q1 | 1,684,887 | $53,519,566 | +$37,883,967 | $31.76 | 28 |