Security Snapshot

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

CUSIP: 33740F623

13F Institutional Holders and Ownership History from Q1 2019 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

159

Shares (Excl. Options)

7,378,969

Price

$55.09

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+113,129
Value change
+$6,541,600
Number of holders
159
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
25,499,627
SEC-reported price per share
$56.26
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • FJAN - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January is tracked under CUSIP 33740F623.
  • 159 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 163 to 159 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $396,737,066 to $406,548,028.

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 159 institutions filings for Q2 2026.

Open SEC evidence

Security key

33740F623

Latest holder period

Q2 2026

13F holders

159

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
FJAN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 62% +3.5% $870,679,215 +$108,546,582 15,804,669 +14% First Trust Portfolios L.P. 30 Jun 2026

As of 30 Jun 2026, 159 institutional investors reported holding 7,378,969 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January (FJAN). This represents 29% of the company’s total 25,499,627 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
21%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ENVESTNET ASSET MANAGEMENT INC 2.6% 664,850 -1.1% 0.01% $36,626,587
Cetera Investment Advisers 2.3% 585,819 -3.7% 0.03% $32,272,769
Rockefeller Capital Management L.P. 1.6% 418,817 -0.19% 0.04% $23,072,629
ASSETMARK, INC 1.2% 298,006 +6.4% 0.03% $16,417,151
LPL Financial LLC 1.1% 290,433 +2.8% 0% $15,999,954
Brookstone Capital Management 1.1% 289,553 -8.5% 0.16% $15,951,464
RAYMOND JAMES FINANCIAL INC 1% 255,931 -7.7% 0% $14,099,239
Janney Montgomery Scott LLC 0.97% 246,686 +0.19% 0.03% $13,590,000
MML INVESTORS SERVICES, LLC 0.86% 220,455 +7.8% 0.02% $12,144,866
COMMONWEALTH EQUITY SERVICES, LLC 0.83% 212,519 -3.6% 0.01% $11,707,654
First International Bank of Israel Ltd. 0.75% 190,000 0% 2.9% $10,467,100
Arax Advisory Partners 0.74% 189,959 0.07% $10,464,841
OSAIC HOLDINGS, INC. 0.64% 163,756 +30% 0.01% $9,021,214
FSA WEALTH PARTNERS, INC. 0.59% 149,325 2.1% $8,226,314
Atria Investments, Inc 0.55% 139,976 -9.2% 0.08% $7,711,278
REAP Financial Group, LLC 0.47% 118,734 -2.8% 1.1% $6,541,056
STEPHENS INC /AR/ 0.46% 116,623 -5.9% 0.07% $6,424,761
Cambridge Investment Research Advisors, Inc. 0.45% 115,316 -29% 0.01% $6,353,000
Kestra Advisory Services, LLC 0.42% 107,682 -26% 0.02% $5,932,201
Foguth Wealth Management, LLC. 0.37% 93,841 -3.2% 0.59% $5,173,905
SMART Wealth LLC 0.34% 87,156 -19% 1% $4,801,434
Bleakley Financial Group, LLC 0.34% 86,166 -4.6% 0.06% $4,746,885
BAM Wealth Management, LLC 0.31% 79,832 -12% 2.8% $4,397,945
Plotkin Financial Advisors, LLC 0.31% 79,135 +0.03% 1.8% $4,359,547
HighTower Advisors, LLC 0.28% 71,278 +1.7% 0% $3,926,709

Quarter history

Institutional holders across reporting periods

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

Periods
30
Latest
Q2 2026
Rows shown
1-25 of 30
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 7,378,969 $406,548,028 +$6,541,600 $55.09 159
2026 Q1 7,856,518 $396,737,066 +$111,982,668 $50.41 163
2025 Q4 5,633,728 $291,559,726 -$88,895,951 $51.75 145
2025 Q3 7,016,090 $351,614,192 -$25,490,614 $50.15 140
2025 Q2 7,735,481 $367,671,361 +$21,762,519 $47.55 142
2025 Q1 7,271,330 $322,470,968 +$104,953,250 $44.35 145
2024 Q4 4,924,616 $226,191,358 -$36,865,774 $45.90 120
2024 Q3 5,641,807 $252,137,731 -$50,558,556 $44.72 118
2024 Q2 6,795,013 $295,003,346 -$44,010,137 $43.41 123
2024 Q1 7,790,407 $327,032,264 +$161,075,102 $41.98 119
2023 Q4 3,834,671 $152,893,792 -$7,873,700 $39.83 86
2023 Q3 3,995,333 $145,441,247 -$3,461,701 $36.50 79
2023 Q2 4,072,569 $151,268,982 -$9,031,805 $37.19 78
2023 Q1 4,322,462 $150,926,360 +$99,767,851 $34.88 81
2022 Q4 1,544,414 $50,369,001 -$1,476,301 $32.74 56
2022 Q3 1,509,635 $46,105,491 -$4,351,537 $30.54 50
2022 Q2 1,654,605 $51,671,499 -$6,161,745 $31.26 57
2022 Q1 1,839,708 $63,721,379 -$8,348,174 $34.89 52
2021 Q4 1,995,680 $68,039,200 -$588,065 $34.09 31
2021 Q3 1,993,378 $65,823,394 +$6,380,928 $33.02 25
2021 Q2 1,794,225 $58,850,194 -$9,166,480 $32.80 31
2021 Q1 2,072,997 $65,054,563 +$63,295,563 $31.37 33
2020 Q4 2,388 $78,000 $32.66 1
2020 Q3 2,388 $78,000 $32.66 1
2020 Q2 2,388 $78,000 $32.66 1
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