Latest Period
Q4 2025
Security Snapshot
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July (FJUL) Institutional Ownership
CUSIP: 33740U208
13F Institutional Holders and Ownership History from Q3 2020 to Q1 2026
Institutions Reporting
160
Shares (Excl. Options)
6,064,418
Price
$55.92
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- Type / Class
- Equity / FT Vest U.S. Equity Buffer ETF - July
- Symbol
- FJUL
- Shares outstanding
- 21,025,837
- Price per share
- $56.83
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 6,064,418
- Total reported value
- $339,078,738
- % of total 13F portfolios
- 0%
- Share change
- -548,204
- Value change
- -$30,531,828
- Number of holders
- 160
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- FJUL - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July is tracked under CUSIP 33740U208.
- 160 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 160 to 76 between Q4 2025 and Q1 2026.
- Reported value moved from $339,078,738 to $112,760,775.
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 160 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 33740U208?
CUSIP 33740U208 identifies FJUL - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity 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 33740U208:
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, 160 institutional investors reported holding 6,064,418 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 |
|---|---|---|---|---|---|
| 2026 Q1 | 2,058,866 | $112,760,775 | -$47,838,248 | $54.72 | 76 |
| 2025 Q4 | 6,064,418 | $339,078,738 | -$30,531,828 | $55.92 | 160 |
| 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 |