Latest Period
Q2 2026
Security Snapshot
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL) Institutional Ownership
CUSIP: 33740F425
13F Institutional Holders and Ownership History from Q3 2022 to Q2 2026
Institutions Reporting
45
Shares (Excl. Options)
773,734
Price
$40.72
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- Security type / class
- Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
- Symbol
- XJUL
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 773,734
- Total 13F value
- $31,502,605
- Portfolio coverage rank
- 0%
- Share change
- -366,943
- Value change
- -$14,696,354
- Number of holders
- 45
- Shares outstanding
- 1,024,739
- SEC-reported price per share
- $41.58
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- XJUL - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July is tracked under CUSIP 33740F425.
- 45 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 55 to 45 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $44,626,956 to $31,502,605.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 45 institutions filings for Q2 2026.
Security key
33740F425
Latest holder period
Q2 2026
13F holders
45
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F425:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
XJUL
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 2.9% | $1,185,811 | +$1,094,648 | 29,410 | +1201% | First Trust Portfolios L.P. | 30 Jun 2026 |
As of 30 Jun 2026, 45 institutional investors reported holding 773,734 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL). This represents 76% of the company’s total 1,024,739 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
70%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 12% | 122,929 | +1.2% | 0.01% | $5,005,533 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.6% | 57,038 | 0% | 0% | $2,322,300 |
| Kestra Advisory Services, LLC | 5% | 51,373 | -11% | 0.01% | $2,091,652 |
| CROSSPOINT FINANCIAL, LLC | 5% | 51,200 | 0% | 4.8% | $2,084,610 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.9% | 49,907 | +502% | 0% | $2,031,963 |
| Cetera Investment Advisers | 3.8% | 38,622 | -71% | 0% | $1,572,495 |
| ENVESTNET ASSET MANAGEMENT INC | 3.3% | 33,957 | -84% | 0% | $1,382,560 |
| World Investment Advisors | 3.2% | 32,649 | -4.8% | 0.02% | $1,329,304 |
| Diligent Investors, LLC | 3.1% | 31,987 | -10% | 0.29% | $1,302,351 |
| Griffith & Werner, Inc. | 2.9% | 29,600 | 0% | 0.56% | $1,205,000 |
| Mariner, LLC | 2.5% | 26,032 | -6.1% | 0% | $1,059,893 |
| OLD MISSION CAPITAL LLC | 2.3% | 23,486 | -11% | 0.02% | $956,232 |
| CreativeOne Wealth, LLC | 2% | 20,694 | -43% | 0.02% | $842,556 |
| Steward Partners Investment Advisory, LLC | 1.8% | 18,300 | -1.9% | 0% | $745,085 |
| Summit Financial, LLC | 1.7% | 16,982 | 0.01% | $691,422 | |
| HRT FINANCIAL LP | 1.6% | 16,346 | 0% | $665,000 | |
| LPL Financial LLC | 1.4% | 14,273 | -6.5% | 0% | $581,125 |
| SILVER OAK SECURITIES, INCORPORATED | 1.4% | 13,952 | -36% | 0.03% | $568,056 |
| Sequent Planning LLC | 1.1% | 11,750 | -14% | 0.1% | $478,401 |
| IFP Advisors, Inc | 1.1% | 11,716 | +100% | 0.01% | $477,017 |
| Keel Point, LLC | 0.94% | 9,636 | 0% | 0.02% | $392,330 |
| PFS Partners, LLC | 0.91% | 9,293 | -2.7% | 0.15% | $378,365 |
| GOLDMAN SACHS GROUP INC | 0.82% | 8,391 | 0% | $341,640 | |
| MIRAMONTES CAPITAL, LLC | 0.76% | 7,799 | 0% | 0.1% | $317,536 |
| Chicago Partners Investment Group LLC | 0.73% | 7,450 | 0% | 0.01% | $303,215 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q2 2026
Rows shown
1-14 of 14
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 773,734 | $31,502,605 | -$14,696,354 | $40.72 | 45 |
| 2026 Q1 | 1,146,312 | $44,626,956 | +$7,570,545 | $38.89 | 55 |
| 2025 Q4 | 882,534 | $34,492,490 | +$1,051,799 | $39.09 | 42 |
| 2025 Q3 | 908,551 | $34,776,336 | +$5,298,758 | $38.36 | 38 |
| 2025 Q2 | 757,370 | $28,144,908 | -$15,377,938 | $37.16 | 37 |
| 2025 Q1 | 1,204,394 | $42,522,037 | +$3,653,216 | $35.31 | 40 |
| 2024 Q4 | 1,100,672 | $39,055,613 | +$3,009,961 | $35.47 | 43 |
| 2024 Q3 | 997,468 | $34,877,279 | +$9,323,389 | $34.94 | 37 |
| 2024 Q2 | 733,199 | $24,830,916 | -$8,870,390 | $33.86 | 28 |
| 2024 Q1 | 998,321 | $33,197,777 | -$5,296,365 | $33.25 | 33 |
| 2023 Q4 | 1,133,835 | $36,375,550 | +$6,118,832 | $32.08 | 36 |
| 2023 Q3 | 921,340 | $27,774,316 | +$27,774,316 | $30.15 | 30 |
| 2022 Q4 | 0 | $0 | -$895,907 | $41.58 | 0 |
| 2022 Q3 | 29,715 | $895,907 | +$895,907 | $30.15 | 1 |