| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 33% | -16% | $141,424,006 | +$5,092,297 | 3,257,867 | +3.7% | First Trust Portfolios L.P. | 28 Feb 2026 |
| Brookstone Capital Management | 7.7% | $15,927,630 | 420,365 | Brookstone Capital Management, LLC | 31 Dec 2024 |
As of 31 Dec 2025, 108 institutional investors reported holding 4,180,909 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January (DJAN). This represents 42% of the company’s total 9,999,592 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January (DJAN) together control 35% 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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 7.4% | 743,937 | +1.1% | 1.9% | $32,298,025 |
| Brookstone Capital Management | 3.2% | 322,200 | -12% | 0.16% | $13,988,328 |
| CWM, LLC | 2.5% | 251,096 | -7.2% | 0.03% | $10,901,000 |
| Per Stirling Capital Management, LLC. | 2.3% | 227,382 | -2.2% | 1.1% | $9,871,792 |
| ENVESTNET ASSET MANAGEMENT INC | 2.2% | 218,353 | +8.7% | 0% | $9,479,787 |
| MML INVESTORS SERVICES, LLC | 2% | 196,555 | +4.6% | 0.02% | $8,533,435 |
| PRECEDENT WEALTH PARTNERS, LLC | 1.8% | 180,545 | -16% | 1.6% | $7,838,361 |
| Cetera Investment Advisers | 1.8% | 175,167 | +20% | 0.01% | $7,604,875 |
| Kestra Advisory Services, LLC | 1.4% | 137,652 | +2.1% | 0.02% | $5,976,162 |
| SMART Wealth LLC | 1.2% | 123,023 | -9.6% | 1.6% | $5,341,026 |
| Advisory Services Network, LLC | 1.1% | 106,780 | +0.34% | 0.07% | $4,635,865 |
| LPL Financial LLC | 1% | 100,819 | +2.1% | 0% | $4,377,057 |
| IFP Advisors, Inc | 0.91% | 91,091 | 0% | 0.09% | $3,954,716 |
| OSAIC HOLDINGS, INC. | 0.78% | 77,714 | -69% | 0% | $3,374,217 |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.64% | 63,556 | +9.5% | 0.16% | $2,759,284 |
| Horizon Investments, LLC | 0.63% | 63,366 | +9.2% | 0.03% | $2,751,352 |
| Cambridge Investment Research Advisors, Inc. | 0.59% | 58,696 | -7.1% | 0.01% | $2,548,000 |
| Commonwealth Financial Services, LLC | 0.51% | 51,314 | +0.86% | 0.37% | $2,227,797 |
| Keystone Wealth Services, LLC | 0.49% | 49,199 | +185% | 0.49% | $2,273,640 |
| Wood Tarver Financial Group, LLC | 0.43% | 42,944 | -8.7% | 0.52% | $1,864,000 |
| REAP Financial Group, LLC | 0.4% | 40,094 | -9.1% | 0.35% | $1,740,681 |
| Lionshead Wealth Management, LLC | 0.39% | 39,315 | -5.1% | 1.3% | $1,706,861 |
| Westwood Wealth Management | 0.39% | 39,315 | 1.3% | $1,706,861 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.39% | 38,802 | -50% | 0% | $1,684,600 |
| &PARTNERS | 0.34% | 34,399 | 0.01% | $1,493,433 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,180,909 | $181,661,245 | -$12,514,599 | $43.42 | 108 |
| 2025 Q3 | 4,547,663 | $191,517,227 | -$17,988,762 | $42.14 | 103 |
| 2025 Q2 | 5,001,093 | $201,748,961 | -$24,925,113 | $40.34 | 107 |
| 2025 Q1 | 5,641,015 | $214,201,704 | +$91,162,344 | $37.97 | 104 |
| 2024 Q4 | 3,214,798 | $125,725,638 | -$2,144,731 | $39.08 | 85 |
| 2024 Q3 | 3,182,170 | $121,248,292 | -$39,050,914 | $38.17 | 81 |
| 2024 Q2 | 4,202,692 | $156,218,370 | -$18,430,113 | $37.14 | 83 |
| 2024 Q1 | 4,695,521 | $169,069,109 | +$66,057,915 | $36.03 | 82 |
| 2023 Q4 | 2,733,421 | $94,651,448 | -$6,153,522 | $34.57 | 59 |
| 2023 Q3 | 2,894,213 | $94,239,503 | -$7,183,197 | $32.40 | 60 |
| 2023 Q2 | 3,108,388 | $101,469,576 | -$17,762,174 | $32.69 | 63 |
| 2023 Q1 | 3,640,714 | $113,509,515 | +$45,143,124 | $31.14 | 68 |
| 2022 Q4 | 2,509,371 | $76,157,370 | +$8,435,705 | $30.38 | 51 |
| 2022 Q3 | 1,963,161 | $58,696,132 | +$18,594,290 | $29.83 | 46 |
| 2022 Q2 | 1,352,295 | $40,807,960 | +$5,281,472 | $30.16 | 43 |
| 2022 Q1 | 1,175,959 | $37,485,707 | +$16,577,236 | $32.66 | 38 |
| 2021 Q4 | 654,313 | $21,087,356 | -$4,545,374 | $32.24 | 27 |
| 2021 Q3 | 845,534 | $26,775,235 | -$627,356 | $31.67 | 26 |
| 2021 Q2 | 864,193 | $27,300,168 | -$5,187,531 | $31.59 | 30 |
| 2021 Q1 | 1,019,233 | $31,403,171 | +$31,356,171 | $30.80 | 25 |