| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 36% | +18% | $123,090,251 | +$9,125,020 | 2,940,522 | +8% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Brookstone Capital Management | 7.7% | $15,927,630 | 420,365 | Brookstone Capital Management, LLC | 31 Dec 2024 |
As of 30 Sep 2025, 103 institutional investors reported holding 4,547,663 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January (DJAN). This represents 55% of the company’s total 8,225,236 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 46% 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 | 8.9% | 735,946 | +1% | 1.9% | $31,016,371 |
| Brookstone Capital Management | 4.5% | 366,200 | -3.9% | 0.18% | $15,433,466 |
| CWM, LLC | 3.3% | 270,463 | -9.3% | 0.03% | $11,399,000 |
| OSAIC HOLDINGS, INC. | 3.1% | 253,621 | -14% | 0.01% | $10,539,514 |
| Per Stirling Capital Management, LLC. | 2.8% | 232,425 | +0.32% | 1.2% | $9,795,541 |
| PRECEDENT WEALTH PARTNERS, LLC | 2.6% | 215,460 | -1% | 2% | $9,080,540 |
| ENVESTNET ASSET MANAGEMENT INC | 2.4% | 200,925 | +0.11% | 0% | $8,467,970 |
| MML INVESTORS SERVICES, LLC | 2.3% | 187,864 | -3.6% | 0.02% | $7,917,509 |
| Cetera Investment Advisers | 1.8% | 145,847 | +16% | 0.01% | $6,146,707 |
| SMART Wealth LLC | 1.7% | 136,111 | -13% | 2.2% | $5,736,385 |
| Kestra Advisory Services, LLC | 1.6% | 134,876 | -2.5% | 0.03% | $5,684,336 |
| Advisory Services Network, LLC | 1.3% | 106,422 | -2.2% | 0.07% | $4,485,153 |
| LPL Financial LLC | 1.2% | 98,783 | +22% | 0% | $4,163,199 |
| IFP Advisors, Inc | 1.1% | 91,091 | -0.19% | 0.1% | $3,839,021 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.94% | 77,595 | -9.5% | 0% | $3,270,000 |
| BEACON FINANCIAL GROUP | 0.87% | 71,467 | -5.8% | 0.3% | $3,011,959 |
| Cambridge Investment Research Advisors, Inc. | 0.77% | 63,208 | -19% | 0.01% | $2,664,000 |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.71% | 58,052 | +42% | 0.17% | $2,446,596 |
| Horizon Investments, LLC | 0.71% | 58,052 | +42% | 0.03% | $2,446,311 |
| Commonwealth Financial Services, LLC | 0.62% | 50,876 | +0.32% | 0.37% | $2,144,164 |
| Wood Tarver Financial Group, LLC | 0.57% | 47,033 | -0.02% | 0.58% | $1,982,000 |
| REAP Financial Group, LLC | 0.54% | 44,089 | -1.5% | 0.4% | $1,858,126 |
| JDM Financial Group LLC | 0.52% | 42,779 | 0% | 0.76% | $1,802,917 |
| Lionshead Wealth Management, LLC | 0.5% | 41,425 | -18% | 1.4% | $1,745,853 |
| Spire Wealth Management | 0.5% | 40,730 | -42% | 0.06% | $1,716,351 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,342,808 | $58,298,317 | -$4,793,933 | $43.42 | 10 |
| 2025 Q3 | 4,547,663 | $191,517,227 | -$17,827,389 | $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 |