First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (DJUL) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2020 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Deep Buffer ETF - July
Symbol
DJUL
Shares outstanding
8,274,213
Price per share
$47.57
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,057,688
Total reported value
$189,337,481
% of total 13F portfolios
0%
Share change
-4,692
Value change
+$1,007,165
Number of holders
111
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 34% +13% $135,557,327 +$9,745,238 2,849,639 +7.7% First Trust Portfolios L.P. 31 Dec 2025

As of 30 Sep 2025, 111 institutional investors reported holding 4,057,688 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (DJUL). This represents 49% of the company’s total 8,274,213 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (DJUL) together control 39% 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
OGOREK ANTHONY JOSEPH /NY/ /ADV 8.3% 685,737 -1.2% 9.2% $32,020,000
OSAIC HOLDINGS, INC. 3.2% 267,255 +9.6% 0.02% $12,314,849
RAYMOND JAMES FINANCIAL INC 3% 245,579 -0.85% 0% $11,467,311
ENVESTNET ASSET MANAGEMENT INC 2.1% 175,983 +5.1% 0% $8,217,526
Ignite Planners, LLC 1.9% 159,987 -2.7% 1.2% $7,470,595
Commonwealth Financial Services, LLC 1.8% 147,972 -0.67% 1.2% $6,909,553
TRUIST FINANCIAL CORP 1.7% 142,879 -4.5% 0.01% $6,671,735
REAP Financial Group, LLC 1.7% 140,358 -12% 1.4% $6,554,017
Ritter Daniher Financial Advisory LLC / DE 1.5% 127,316 1% $5,945,021
WINNOW WEALTH LLC 1.5% 124,116 4.6% $5,833,452
CWM, LLC 1.3% 108,732 +13% 0.02% $5,077,000
FOUNDERS FINANCIAL SECURITIES LLC 1.3% 105,227 +41% 0.33% $4,903,455
Kestra Advisory Services, LLC 1.1% 94,815 +3.3% 0.02% $4,427,386
Cetera Investment Advisers 1% 86,546 +5.3% 0% $4,041,265
Cambridge Investment Research Advisors, Inc. 0.98% 81,218 +63% 0.01% $3,792,000
LifeWealth Investments, LLC 0.93% 76,907 -6.6% 1% $3,591,172
LPL Financial LLC 0.88% 72,485 +49% 0% $3,384,687
Wood Tarver Financial Group, LLC 0.8% 66,259 +53% 0.91% $3,093,000
Comprehensive Financial Consultants Institutional, Inc. 0.76% 62,684 0.91% $2,927,029
COMMONWEALTH EQUITY SERVICES, LLC 0.71% 58,700 -6.5% 0% $2,741,000
Hartford Financial Management Inc. 0.6% 49,766 -66% 0.62% $2,323,824
Uniting Wealth Partners, LLC 0.52% 42,684 0.47% $1,993,129
Ameritas Advisory Services, LLC 0.47% 38,941 +53% 0.12% $1,818,350
Spire Wealth Management 0.46% 37,966 -13% 0.06% $1,772,822
SMART Wealth LLC 0.36% 29,826 -6.7% 0.53% $1,392,726

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 278,230 $13,236,132 -$7,740,644 $47.57 17
2025 Q3 4,057,688 $189,337,481 +$1,007,165 $46.70 111
2025 Q2 4,470,077 $198,647,327 +$3,832,720 $44.42 101
2025 Q1 4,488,914 $183,626,451 -$23,644,668 $40.90 104
2024 Q4 5,068,015 $212,969,637 -$18,890,291 $41.98 111
2024 Q3 4,792,086 $198,316,530 +$65,622,145 $41.41 102
2024 Q2 3,206,555 $127,675,172 -$67,893,659 $39.80 79
2024 Q1 4,922,161 $189,912,824 -$109,826,787 $38.68 85
2023 Q4 7,792,698 $284,684,588 +$50,833,910 $36.50 100
2023 Q3 6,409,403 $217,687,318 +$181,130,264 $33.97 82
2023 Q2 939,734 $32,579,120 -$38,334,213 $34.70 49
2023 Q1 2,051,811 $66,366,116 +$10,210,722 $32.34 53
2022 Q4 1,747,068 $54,041,050 +$9,585,754 $30.91 50
2022 Q3 1,322,445 $39,313,433 +$19,286,739 $29.65 41
2022 Q2 651,306 $19,984,374 +$3,623,425 $30.67 32
2022 Q1 528,638 $17,659,186 -$74,143 $33.45 32
2021 Q4 523,417 $17,606,085 -$2,076,381 $33.69 32
2021 Q3 571,381 $18,694,089 +$11,525,587 $32.64 28
2021 Q2 209,944 $6,840,771 -$1,270,853 $32.54 13
2021 Q1 235,402 $7,583,575 -$3,737,920 $32.25 12
2020 Q4 358,051 $11,357,217 +$996,899 $31.74 15
2020 Q3 321,871 $9,878,478 +$9,134,478 $30.68 13