First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2022 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
Symbol
XJUL
Shares outstanding
1,850,018
Price per share
$39.09
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
904,383
Total reported value
$34,648,242
% of total 13F portfolios
0%
Share change
+141,520
Value change
+$5,538,347
Number of holders
38
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 0.2% -99% $83,295 -$18,338,915 2,261 -100% First Trust Portfolios L.P. 30 Jun 2025

As of 30 Sep 2025, 38 institutional investors reported holding 904,383 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL). This represents 49% of the company’s total 1,850,018 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL) together control 46% 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
COMMONWEALTH EQUITY SERVICES, LLC 7.5% 139,369 +133% 0.01% $5,347,000
OSAIC HOLDINGS, INC. 6.7% 123,449 -9.7% 0.01% $4,677,528
Advisory Services Network, LLC 3.1% 57,478 -1.9% 0.03% $2,205,147
LexAurum Advisors, LLC 3.1% 56,663 0.31% $2,173,876
CROSSPOINT FINANCIAL, LLC 2.9% 54,200 5.1% $2,079,385
Kestra Advisory Services, LLC 2.9% 52,987 +5% 0.01% $2,032,846
Cetera Investment Advisers 2.1% 39,599 +5.7% 0% $1,519,216
Diligent Investors, LLC 2.1% 38,537 +2.4% 0.37% $1,478,472
ENVESTNET ASSET MANAGEMENT INC 1.7% 32,085 +1.6% 0% $1,230,941
Griffith & Werner, Inc. 1.6% 29,850 -0.5% 0.6% $1,153,264
Mariner, LLC 1.5% 27,739 +2.7% 0% $1,064,207
Ashton Thomas Private Wealth, LLC 1.4% 26,211 0% 0.03% $1,005,585
LPL Financial LLC 1.3% 24,786 +8.3% 0% $950,915
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.2% 23,039 -1.9% 0% $883,891
CreativeOne Wealth, LLC 1.1% 20,606 +215% 0.02% $790,549
Steward Partners Investment Advisory, LLC 1% 18,950 -2.1% 0% $727,017
Sequent Planning LLC 0.82% 15,166 +164% 0.17% $581,844
SILVER OAK SECURITIES, INCORPORATED 0.8% 14,872 -11% 0.04% $570,564
Bouchey Financial Group Ltd 0.56% 10,388 0.03% $398,536
PFS Partners, LLC 0.53% 9,766 +70% 0.18% $374,673
Keel Point, LLC 0.52% 9,636 0.02% $369,685
Chicago Partners Investment Group LLC 0.48% 8,957 0% 0.01% $346,506
Aptus Capital Advisors, LLC 0.39% 7,165 0% 0% $274,885
GUARDIAN WEALTH ADVISORS, LLC / NC 0.39% 7,165 0% 0.02% $274,885
Pitti Group Wealth Management, LLC 0.37% 6,847 +2.5% 0.22% $262,685

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 48,136 $1,882,424 +$33,327 $39.09 5
2025 Q3 904,383 $34,648,242 +$5,538,347 $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 $39.09 0
2022 Q3 29,715 $895,907 +$895,907 $30.15 1