Security Snapshot

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January (GJAN) Institutional Ownership

CUSIP: 33740F516

13F Institutional Holders and Ownership History from Q1 2023 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

123

Shares (Excl. Options)

5.69MFull value: 5,693,268 · shares · 30 Jun 2026

Price

$45.02

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-866,319
Value change
-$38,632,293
Number of holders
123
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
9,598,738
SEC-reported price per share
$46.45
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • GJAN - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January is tracked under CUSIP 33740F516.
  • 123 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 119 to 123 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $275.32MFull value: $275,317,096 · USD · 31 Mar 2026
    to
    $256.33MFull value: $256,331,411 · USD · 30 Jun 2026
    .

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

Latest holder context comes from 123 institutions filings for Q2 2026.

Open SEC evidence

Security key

33740F516

13F reference period

Q2 2026

13F holders

123

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
GJAN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 21% +9% $93,232,096 +$5,972,429 2,022,454 +6.8% First Trust Portfolios L.P. 30 Sep 2026
As of 30 Jun 2026, 123 institutional investors reported holding
5.69MFull value: 5,693,268 · shares · 30 Jun 2026
shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January (GJAN). This represents 59% of the company’s total
9.6MFull value: 9,598,738 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
47%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LPL Financial LLC 7% 670,809 +255% 0.01% $30,202,367
OSAIC HOLDINGS, INC. 5% 479,367 +6% 0.03% $21,581,577
REAP Financial Group, LLC 4.4% 423,037 -3% 3.3% $19,046,733
Cetera Investment Advisers 3.2% 303,873 -0.12% 0.01% $13,681,517
Range Financial Group LLC 3.1% 297,530 -4.2% 3.7% $13,395,931
RAYMOND JAMES FINANCIAL INC 3.1% 296,910 -64% 0% $13,368,016
COMMONWEALTH EQUITY SERVICES, LLC 2.7% 257,080 -2.8% 0.01% $11,574,700
First International Bank of Israel Ltd. 2.1% 205,000 0% 2.5% $9,229,879
Commonwealth Financial Services, LLC 1.8% 173,392 -80% 1% $7,806,767
ENVESTNET ASSET MANAGEMENT INC 1.7% 163,293 -3.8% 0% $7,352,071
Schulz Wealth, LTD. 1.5% 145,960 +13% 3.4% $6,571,674
Arax Advisory Partners 1.3% 129,046 +101% 0.04% $5,810,141
Kestra Advisory Services, LLC 1.2% 119,702 -33% 0.02% $5,389,430
Stratos Wealth Advisors, LLC 1.1% 107,086 -0.59% 0.26% $4,821,419
TRUIST FINANCIAL CORP 0.91% 86,926 +0.95% 0% $3,913,739
Tanglewood Legacy Advisors, LLC 0.88% 84,702 -0.16% 1.2% $3,813,608
First Heartland Consultants, Inc. 0.88% 84,569 -0.89% 0.25% $3,807,618
HBW ADVISORY SERVICES LLC 0.8% 76,520 -2.6% 0.31% $3,445,221
OGOREK ANTHONY JOSEPH /NY/ /ADV 0.72% 68,836 0% 0.77% $3,099,000
Americana Partners, LLC 0.7% 67,456 -32% 0.07% $3,037,125
LM Advisors LLC 0.63% 60,841 +2244% 0.34% $2,739,000
Wood Tarver Financial Group, LLC 0.56% 53,936 +8.4% 0.57% $2,428,000
CITADEL ADVISORS LLC 0.55% 52,866 +57% 0% $2,380,228
Concurrent Investment Advisors, LLC 0.52% 49,507 +0.26% 0.02% $2,228,993
Cambridge Investment Research Advisors, Inc. 0.51% 48,914 -54% 0% $2,202,000

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
15
Headline period
Q2 2026
Rows shown
1-15 of 15
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 2,348,663 $108,272,946 -$8,894,569 $46.10 56
2026 Q2 5,693,268 $256,331,411 -$38,632,293 $45.02 123
2026 Q1 6,590,594 $275,317,096 +$100,007,133 $41.91 119
2025 Q4 4,279,398 $183,076,318 -$34,344,866 $42.79 107
2025 Q3 4,948,704 $206,034,358 -$55,668,193 $41.67 102
2025 Q2 6,426,462 $256,886,882 -$3,573,706 $39.97 105
2025 Q1 6,331,384 $238,494,672 +$95,047,131 $37.67 103
2024 Q4 3,808,364 $147,195,380 -$40,094,974 $38.65 85
2024 Q3 4,036,460 $152,740,272 -$15,171,256 $37.85 85
2024 Q2 4,442,763 $163,944,773 -$27,358,992 $36.89 82
2024 Q1 5,147,688 $184,516,230 +$100,534,349 $35.88 82
2023 Q4 2,131,884 $73,585,113 -$19,012,147 $34.48 48
2023 Q3 1,567,940 $50,547,835 -$14,124,139 $32.24 38
2023 Q2 1,873,887 $60,964,478 -$12,168,371 $32.53 41
2023 Q1 2,701,472 $83,661,115 +$69,792,265 $30.97 44
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