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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

117

Shares (Excl. Options)

3,943,984

Price

$50.14

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+59,049
Value change
+$3,079,348
Number of holders
117
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
8,075,903
SEC-reported price per share
$51.41
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • DJUL - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July is tracked under CUSIP 33740F698.
  • 117 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 112 to 117 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $185,966,050 to $197,784,586.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 117 institutions filings for Q2 2026.

Open SEC evidence

Security key

33740F698

Latest holder period

Q2 2026

13F holders

117

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
DJUL
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 39% +15% $159,516,159 +$16,621,012 3,181,098 +12% First Trust Portfolios L.P. 30 Jun 2026

As of 30 Jun 2026, 117 institutional investors reported holding 3,943,984 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 8,075,903 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
39%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
OGOREK ANTHONY JOSEPH /NY/ /ADV 7.3% 589,876 -4.7% 7.3% $29,579,000
ENVESTNET ASSET MANAGEMENT INC 3.4% 273,960 +26% 0% $13,737,725
RAYMOND JAMES FINANCIAL INC 2.9% 237,543 -1.3% 0% $11,911,594
Bluespring Wealth Management, LLC 2.5% 203,612 0.2% $10,210,124
Decker Wealth Management LLC 2% 163,972 -19% 1.7% $8,222,377
Commonwealth Financial Services, LLC 1.8% 144,633 -3.9% 0.97% $7,252,622
Ignite Planners, LLC 1.7% 141,107 -1.1% 0.97% $7,075,811
OSAIC HOLDINGS, INC. 1.7% 134,564 -8.5% 0.01% $6,748,254
TRUIST FINANCIAL CORP 1.7% 133,976 -4.6% 0.01% $6,718,227
WINNACLE WEALTH LLC 1.3% 104,449 -3.3% 3.6% $5,237,617
Ritter Daniher Financial Advisory LLC / DE 1.3% 101,806 -7% 0.78% $5,105,062
REAP Financial Group, LLC 1.2% 96,489 -10% 0.83% $4,838,446
LPL Financial LLC 1.1% 89,771 +22% 0% $4,501,567
Foguth Wealth Management, LLC. 1.1% 86,157 -1.7% 0.49% $4,333,697
Cetera Investment Advisers 1% 84,669 -10% 0% $4,245,727
Kestra Advisory Services, LLC 1% 82,023 -35% 0.01% $4,113,043
FOUNDERS FINANCIAL SECURITIES LLC 0.96% 77,473 -44% 0.2% $3,884,884
LifeWealth Investments, LLC 0.91% 73,130 -0.53% 0.98% $3,667,104
Cambridge Investment Research Advisors, Inc. 0.87% 69,858 -5.9% 0.01% $3,503,000
Comprehensive Financial Consultants Institutional, Inc. 0.73% 58,637 -1.2% 0.78% $2,940,352
Wood Tarver Financial Group, LLC 0.66% 53,580 -0.17% 0.63% $2,686,000
Ameritas Advisory Services, LLC 0.46% 37,261 +150% 0.04% $1,868,428
HARBOUR INVESTMENTS, INC. 0.46% 36,996 +3.4% 0.02% $1,855,164
SMART Wealth LLC 0.45% 36,052 +20% 0.39% $1,807,828
COMMONWEALTH EQUITY SERVICES, LLC 0.43% 34,770 -3.2% 0% $1,743,520

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
24
Latest
Q2 2026
Rows shown
1-24 of 24
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 3,943,984 $197,784,586 +$3,079,348 $50.14 117
2026 Q1 3,968,125 $185,966,050 -$3,472,380 $46.74 112
2025 Q4 4,037,508 $192,113,907 -$25,122,940 $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
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