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

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

Type / Class
Equity / FT Vest U.S. Equity Buffer ETF - July
Symbol
FJUL
Shares outstanding
21,025,837
Price per share
$56.30
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
6,043,653
Total reported value
$337,936,767
% of total 13F portfolios
0%
Share change
-557,743
Value change
-$31,051,749
Number of holders
157
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 Buffer ETF - July (FJUL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 63% +5.1% $736,796,458 +$109,518,755 13,176,892 +17% First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 157 institutional investors reported holding 6,043,653 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July (FJUL). This represents 29% of the company’s total 21,025,837 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July (FJUL) together control 21% 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
ENVESTNET ASSET MANAGEMENT INC 3.4% 713,174 -1% 0.01% $39,877,701
RAYMOND JAMES FINANCIAL INC 2.7% 575,024 -2.2% 0.01% $32,152,899
CWM, LLC 1.6% 332,091 -5.4% 0.05% $18,569,000
Cetera Investment Advisers 1.6% 327,435 -16% 0.02% $18,308,790
ASSETMARK, INC 1.1% 231,595 +15% 0.03% $12,949,820
COMMONWEALTH EQUITY SERVICES, LLC 1.1% 230,077 -2.6% 0.02% $12,864,935
MML INVESTORS SERVICES, LLC 1% 211,890 +7.3% 0.03% $11,847,999
REAP Financial Group, LLC 0.68% 142,154 -3.2% 1.6% $7,948,655
OSAIC HOLDINGS, INC. 0.65% 136,285 -29% 0.01% $7,620,888
LPL Financial LLC 0.64% 134,924 -4.6% 0% $7,544,383
Atria Investments, Inc 0.57% 119,801 -2.9% 0.08% $6,698,787
Motiv8 Investments LLC 0.55% 115,835 -2.5% 3.5% $6,477,000
Onyx Bridge Wealth Group LLC 0.54% 114,023 -0.84% 0.68% $6,375,687
CAPTRUST FINANCIAL ADVISORS 0.51% 107,774 -0.59% 0.01% $6,026,269
STEPHENS INC /AR/ 0.51% 106,360 -13% 0.07% $5,947,204
SMART Wealth LLC 0.49% 103,957 -9.7% 1.8% $5,812,839
NOVEM GROUP 0.46% 96,343 -0.5% 0.62% $5,387,096
MBL Wealth, LLC 0.45% 94,128 -1.6% 0.42% $5,263,243
Cambridge Investment Research Advisors, Inc. 0.42% 89,124 -2.3% 0.01% $4,983,000
MGO ONE SEVEN LLC 0.39% 82,413 -0.94% 0.09% $4,608,189
Kestra Advisory Services, LLC 0.39% 81,936 +1.6% 0.02% $4,581,517
BAM Wealth Management, LLC 0.38% 80,111 -11% 3.2% $4,479,471
Janney Montgomery Scott LLC 0.28% 59,272 -2.8% 0.01% $3,314,000
BECK CAPITAL MANAGEMENT, LLC 0.28% 58,582 -3.7% 0.78% $3,275,641
CreativeOne Wealth, LLC 0.26% 55,319 -1.2% 0.07% $3,093,206

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 6,043,653 $337,936,767 -$31,051,749 $55.92 157
2025 Q3 6,562,892 $358,945,771 +$21,414,498 $54.73 150
2025 Q2 6,107,582 $315,913,936 +$22,246,739 $51.74 129
2025 Q1 5,724,699 $272,696,538 -$40,499,289 $47.63 139
2024 Q4 6,583,349 $322,396,561 -$16,183,544 $48.97 148
2024 Q3 6,828,311 $328,517,157 +$98,081,003 $48.11 144
2024 Q2 4,793,215 $220,731,827 -$150,047,563 $46.06 112
2024 Q1 8,114,931 $360,322,203 +$47,234,290 $44.45 129
2023 Q4 6,712,924 $279,632,768 +$2,999,748 $41.62 115
2023 Q3 6,548,278 $251,133,463 +$162,646,126 $38.35 111
2023 Q2 2,286,718 $89,112,228 -$29,893,391 $39.00 88
2023 Q1 3,076,806 $111,294,953 +$11,357,553 $36.17 88
2022 Q4 2,815,547 $96,567,906 -$2,850,742 $34.30 81
2022 Q3 2,881,402 $93,504,801 +$41,547,380 $32.44 80
2022 Q2 1,619,190 $53,616,439 -$10,425,752 $33.09 55
2022 Q1 1,899,632 $68,494,970 +$1,131,857 $36.11 58
2021 Q4 1,864,234 $68,190,183 -$2,155,124 $36.59 55
2021 Q3 1,939,023 $67,040,248 +$54,405,208 $34.64 50
2021 Q2 359,768 $12,471,868 -$3,294,955 $34.55 21
2021 Q1 448,145 $15,264,653 -$8,780,180 $33.99 25
2020 Q4 704,516 $23,245,120 +$1,496,087 $33.02 23
2020 Q3 662,571 $20,587,276 +$17,408,276 $31.05 19