Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
158
Shares (Excl. Options)
4,199,684
Price
$59.54
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- Security type / class
- Equity / FT Vest U.S. Equity Buffer ETF - July
- Symbol
- FJUL
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 4,199,684
- Total 13F value
- $250,096,493
- Portfolio coverage rank
- 0%
- Share change
- -378,753
- Value change
- -$21,846,808
- Number of holders
- 158
- Shares outstanding
- 19,925,748
- SEC-reported price per share
- $61.53
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FJUL - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July is tracked under CUSIP 33740U208.
- 158 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 148 to 158 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $267,251,165 to $250,096,493.
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
Open SEC evidence
Latest holder context comes from 158 institutions filings for Q2 2026.
Security key
33740U208
Latest holder period
Q2 2026
13F holders
158
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740U208:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
FJUL
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 70% | +12% | $829,990,756 | +$45,438,606 | 13,940,053 | +5.8% | First Trust Portfolios L.P. | 30 Jun 2026 |
As of 30 Jun 2026, 158 institutional investors reported holding 4,199,684 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July (FJUL). This represents 21% of the company’s total 19,925,748 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
15%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 2.4% | 483,033 | -4.9% | 0.01% | $28,759,785 |
| ASSETMARK, INC | 1.4% | 275,323 | +7.6% | 0.03% | $16,392,731 |
| MML INVESTORS SERVICES, LLC | 1.1% | 220,831 | +21% | 0.03% | $13,148,278 |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 214,190 | -51% | 0% | $12,752,895 |
| Cetera Investment Advisers | 0.82% | 163,531 | -6.3% | 0.01% | $9,736,636 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.79% | 157,523 | -9.3% | 0.01% | $9,378,924 |
| OSAIC HOLDINGS, INC. | 0.73% | 146,254 | +21% | 0.01% | $8,707,848 |
| REAP Financial Group, LLC | 0.69% | 138,076 | -1.6% | 1.4% | $8,221,045 |
| LPL Financial LLC | 0.57% | 114,070 | -9.5% | 0% | $6,791,728 |
| CAPTRUST FINANCIAL ADVISORS | 0.54% | 106,614 | -1.1% | 0.01% | $6,347,798 |
| Onyx Bridge Wealth Group LLC | 0.52% | 102,977 | -5.8% | 0.55% | $6,131,251 |
| Kestra Advisory Services, LLC | 0.46% | 91,764 | -16% | 0.02% | $5,463,599 |
| Cambridge Investment Research Advisors, Inc. | 0.43% | 85,991 | -2.9% | 0.01% | $5,120,000 |
| SMART Wealth LLC | 0.41% | 80,703 | -19% | 1% | $4,805,057 |
| MBL Wealth, LLC | 0.4% | 80,208 | -12% | 0.33% | $4,775,585 |
| Rockefeller Capital Management L.P. | 0.37% | 72,749 | -7.5% | 0.01% | $4,331,475 |
| Keystone Wealth Services, LLC | 0.31% | 61,006 | -7.9% | 0.67% | $3,632,297 |
| BECK CAPITAL MANAGEMENT, LLC | 0.29% | 57,777 | +0.65% | 0.63% | $3,440,019 |
| Janney Montgomery Scott LLC | 0.28% | 55,353 | 0.01% | $3,296,000 | |
| STEPHENS INC /AR/ | 0.27% | 53,696 | -2.3% | 0.04% | $3,197,060 |
| Concurrent Investment Advisors, LLC | 0.26% | 52,241 | -0.41% | 0.03% | $3,110,429 |
| Main Street Financial Solutions, LLC | 0.24% | 48,469 | -2.4% | 0.19% | $2,885,844 |
| HighTower Advisors, LLC | 0.18% | 36,738 | +7.4% | 0% | $2,187,381 |
| Mariner, LLC | 0.18% | 36,130 | -2.3% | 0% | $2,151,180 |
| Apollon Wealth Management, LLC | 0.17% | 34,480 | 0% | 0.02% | $2,052,939 |
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 | 4,199,684 | $250,096,493 | -$21,846,808 | $59.54 | 158 |
| 2026 Q1 | 4,880,866 | $267,251,165 | -$64,216,607 | $54.72 | 148 |
| 2025 Q4 | 6,094,735 | $340,773,919 | -$31,303,065 | $55.92 | 162 |
| 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 |