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 Q4 2025

Latest Period

Q4 2025

Institutions Reporting

144

Shares (Excl. Options)

5,605,438

Price

$51.75

Type / Class
Equity / FT Vest U.S. Equity Buffer ETF - January
Symbol
FJAN
Shares outstanding
23,099,548
Price per share
$50.98
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,605,438
Total reported value
$290,095,739
% of total 13F portfolios
0%
Share change
-1,714,969
Value change
-$88,125,249
Number of holders
144
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • FJAN - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January is tracked under CUSIP 33740F623.
  • 144 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 140 to 144 between Q3 2025 and Q4 2025.
  • Reported value moved from $351,614,192 to $290,095,739.

Why This Matters

  • 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.

Official SEC Source

Backed by Form 13F

Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.

See Original Filing

Investment Quick Answers

What is CUSIP 33740F623?
CUSIP 33740F623 identifies FJAN - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 60% -7.9% $716,479,381 +$15,445,280 13,834,319 +2.2% First Trust Portfolios L.P. 28 Feb 2026

As of 31 Dec 2025, 144 institutional investors reported holding 5,605,438 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January (FJAN). This represents 24% of the company’s total 23,099,548 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January (FJAN) together control 18% 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
RAYMOND JAMES FINANCIAL INC 1.7% 395,852 -31% 0.01% $20,485,341
STEPHENS INC /AR/ 1.6% 375,135 -29% 0.24% $19,413,236
Brookstone Capital Management 1.3% 305,787 -15% 0.18% $15,824,467
ENVESTNET ASSET MANAGEMENT INC 1.3% 289,905 -67% 0% $15,002,584
Cetera Investment Advisers 1.1% 262,853 -44% 0.01% $13,602,643
ASSETMARK, INC 1.1% 252,229 +15% 0.03% $13,052,851
LPL Financial LLC 1.1% 250,193 +7.5% 0% $12,947,488
Janney Montgomery Scott LLC 1.1% 245,226 -0.86% 0.03% $12,690,000
MML INVESTORS SERVICES, LLC 0.81% 187,873 +6.3% 0.02% $9,722,428
COMMONWEALTH EQUITY SERVICES, LLC 0.73% 168,765 -18% 0.01% $8,733,604
Rockefeller Capital Management L.P. 0.71% 163,363 +544% 0.02% $8,454,035
U.S. Capital Wealth Advisors, LLC 0.68% 156,813 -0.84% 0.21% $8,115,073
OSAIC HOLDINGS, INC. 0.55% 126,810 -35% 0.01% $6,562,359
Foguth Wealth Management, LLC. 0.54% 125,808 -57% 1% $6,514,288
SMART Wealth LLC 0.49% 112,562 -9.7% 1.8% $5,825,093
Kestra Advisory Services, LLC 0.43% 99,725 +2.8% 0.02% $5,160,769
CWM, LLC 0.43% 98,275 -6.1% 0.01% $5,086,000
Cambridge Investment Research Advisors, Inc. 0.42% 98,102 -21% 0.01% $5,077,000
Bleakley Financial Group, LLC 0.33% 76,040 -1.1% 0.07% $3,935,070
Plotkin Financial Advisors, LLC 0.32% 74,803 -1.3% 1.9% $3,871,055
REAP Financial Group, LLC 0.3% 70,176 -8.9% 0.74% $3,631,608
Anfield Capital Management, LLC 0.3% 69,094 -3.5% 1.1% $3,575,615
1776 Wealth LLC 0.25% 58,498 +0.93% 1.1% $3,027,272
Independent Wealth Network Inc. 0.21% 47,747 -4.2% 0.75% $2,470,907
Prospera Financial Services Inc 0.21% 47,637 +20% 0.04% $2,465,173

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January (FJAN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 5,605,438 $290,095,739 -$88,125,249 $51.75 144
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
2020 Q1 2,388 $78,000 $32.66 1
2019 Q4 2,388 $78,000 $32.66 1
2019 Q3 2,388 $78,000 $32.66 1
2019 Q2 2,388 $78,000 $32.66 1
2019 Q1 2,388 $78,000 $32.66 1

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