Latest Period
Q4 2025
Security Snapshot
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (DJUL) Institutional Ownership
CUSIP: 33740F698
13F Institutional Holders and Ownership History from Q3 2020 to Q1 2026
Institutions Reporting
115
Shares (Excl. Options)
4,037,508
Price
$47.57
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- Type / Class
- Equity / FT Vest U.S. Equity Deep Buffer ETF - July
- Symbol
- DJUL
- Shares outstanding
- 8,274,213
- Price per share
- $47.17
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 4,037,508
- Total reported value
- $192,113,907
- % of total 13F portfolios
- 0%
- Share change
- -524,715
- Value change
- -$24,910,382
- Number of holders
- 115
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- DJUL - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July is tracked under CUSIP 33740F698.
- 115 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 115 to 87 between Q4 2025 and Q1 2026.
- Reported value moved from $192,113,907 to $174,630,747.
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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 115 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 33740F698?
CUSIP 33740F698 identifies DJUL - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F698:
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 31 Dec 2025, 115 institutional investors reported holding 4,037,508 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 | 7.7% | 635,714 | -7.3% | 8.3% | $30,240,000 |
| RAYMOND JAMES FINANCIAL INC | 2.9% | 241,243 | -1.8% | 0% | $11,475,929 |
| Decker Wealth Management LLC | 2.5% | 209,979 | 0% | 2.2% | $9,988,701 |
| ENVESTNET ASSET MANAGEMENT INC | 2.3% | 194,395 | +10% | 0% | $9,247,370 |
| OSAIC HOLDINGS, INC. | 1.8% | 152,738 | -43% | 0.01% | $7,265,682 |
| Commonwealth Financial Services, LLC | 1.8% | 147,614 | -0.24% | 1.2% | $7,021,998 |
| Ignite Planners, LLC | 1.7% | 142,861 | -11% | 1% | $6,845,042 |
| TRUIST FINANCIAL CORP | 1.7% | 141,714 | -0.82% | 0.01% | $6,741,335 |
| Ritter Daniher Financial Advisory LLC / DE | 1.5% | 120,134 | -5.6% | 0.96% | $5,714,775 |
| WINNOW WEALTH LLC | 1.4% | 116,203 | -6.4% | 4.1% | $5,577,744 |
| FOUNDERS FINANCIAL SECURITIES LLC | 1.4% | 115,217 | +9.5% | 0.32% | $5,467,797 |
| Foguth Wealth Management, LLC. | 1.4% | 113,854 | -58% | 0.84% | $5,412,630 |
| REAP Financial Group, LLC | 1.3% | 109,046 | -22% | 1.1% | $5,187,323 |
| CWM, LLC | 1.1% | 94,858 | -13% | 0.01% | $4,512,000 |
| Kestra Advisory Services, LLC | 1.1% | 94,168 | -0.68% | 0.02% | $4,479,572 |
| Cetera Investment Advisers | 1.1% | 89,639 | +3.6% | 0% | $4,264,127 |
| Cambridge Investment Research Advisors, Inc. | 0.97% | 80,343 | -1.1% | 0.01% | $3,822,000 |
| LPL Financial LLC | 0.92% | 76,287 | +5.2% | 0% | $3,628,973 |
| LifeWealth Investments, LLC | 0.88% | 73,159 | -4.9% | 1.1% | $3,480,174 |
| Comprehensive Financial Consultants Institutional, Inc. | 0.73% | 60,058 | -4.2% | 0.86% | $2,856,959 |
| Wood Tarver Financial Group, LLC | 0.71% | 59,146 | -11% | 0.79% | $2,813,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.46% | 38,107 | -35% | 0% | $1,812,730 |
| Spire Wealth Management | 0.46% | 37,966 | 0% | 0.06% | $1,806,043 |
| SMART Wealth LLC | 0.33% | 27,411 | -8.1% | 0.4% | $1,303,941 |
| Hartford Financial Management Inc. | 0.33% | 27,232 | -45% | 0.34% | $1,295,427 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 3,705,888 | $174,630,747 | -$2,739,499 | $46.74 | 87 |
| 2025 Q4 | 4,037,508 | $192,113,907 | -$24,910,382 | $47.57 | 115 |
| 2025 Q3 | 4,057,688 | $189,337,481 | +$802,220 | $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 |