Latest Period
Q1 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 Q1 2026
Institutions Reporting
53
Shares (Excl. Options)
1,132,854
Price
$38.89
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- Security type / class
- Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
- Symbol
- XJUL
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,132,854
- Total 13F value
- $44,103,545
- Portfolio coverage rank
- 0%
- Share change
- +193,657
- Value change
- +$7,576,418
- Number of holders
- 53
- Shares outstanding
- 1,850,018
- SEC-reported price per share
- $40.32
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.
- 53 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 42 to 53 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $34,492,490 to $44,103,545.
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 53 institutions filings for Q1 2026.
Security key
33740F425
Latest holder period
Q1 2026
13F holders
53
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 | 0.2% | -99% | $83,295 | -$18,338,915 | 2,261 | -100% | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 31 Mar 2026, 53 institutional investors reported holding 1,132,854 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL). This represents 61% of the company’s total 1,850,018 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
55%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 11% | 207,067 | +493% | 0% | $8,053,291 |
| Cetera Investment Advisers | 7.2% | 132,330 | +236% | 0.01% | $5,146,605 |
| OSAIC HOLDINGS, INC. | 6.6% | 121,495 | -2% | 0.01% | $4,724,784 |
| Kestra Advisory Services, LLC | 3.1% | 57,883 | +15% | 0.01% | $2,251,197 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.1% | 57,038 | -58% | 0% | $2,218,330 |
| CROSSPOINT FINANCIAL, LLC | 2.8% | 51,200 | -5.2% | 5% | $1,991,282 |
| CreativeOne Wealth, LLC | 2% | 36,228 | +76% | 0.03% | $1,408,986 |
| Diligent Investors, LLC | 1.9% | 35,737 | -1.7% | 0.34% | $1,389,891 |
| World Investment Advisors | 1.9% | 34,295 | 0.02% | $1,333,812 | |
| Griffith & Werner, Inc. | 1.6% | 29,600 | -0.84% | 0.57% | $1,151,209 |
| Mariner, LLC | 1.5% | 27,711 | -6.3% | 0% | $1,077,742 |
| OLD MISSION CAPITAL LLC | 1.4% | 26,438 | +24% | 0.02% | $1,028,231 |
| SILVER OAK SECURITIES, INCORPORATED | 1.2% | 21,959 | +36% | 0.06% | $854,034 |
| CITADEL ADVISORS LLC | 1.2% | 21,652 | -7.5% | 0% | $842,094 |
| Signal Advisors Wealth, LLC | 1.1% | 20,119 | 0.05% | $782,472 | |
| Steward Partners Investment Advisory, LLC | 1% | 18,650 | 0% | 0% | $725,340 |
| VestGen Investment Management | 0.89% | 16,470 | 0.35% | $640,555 | |
| VestGen Advisors, LLC | 0.83% | 15,358 | 0.02% | $619,158 | |
| LPL Financial LLC | 0.83% | 15,273 | -20% | 0% | $594,001 |
| Sequent Planning LLC | 0.74% | 13,726 | -2.9% | 0.13% | $533,834 |
| Atria Investments, Inc | 0.57% | 10,520 | 0% | $409,146 | |
| Bouchey Financial Group Ltd | 0.56% | 10,287 | 0% | 0.03% | $407,520 |
| MML INVESTORS SERVICES, LLC | 0.54% | 9,970 | 0% | $387,755 | |
| Keel Point, LLC | 0.52% | 9,636 | 0% | 0.03% | $374,765 |
| PFS Partners, LLC | 0.52% | 9,549 | -1.6% | 0.17% | $371,382 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
13
Latest
Q1 2026
Rows shown
1-13 of 13
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,132,854 | $44,103,545 | +$7,576,418 | $38.89 | 53 |
| 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 | $40.32 | 0 |
| 2022 Q3 | 29,715 | $895,907 | +$895,907 | $30.15 | 1 |