Latest Period
Q1 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 Q1 2026
Institutions Reporting
144
Shares (Excl. Options)
4,701,495
Price
$54.72
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / FT Vest U.S. Equity Buffer ETF - July
- Symbol
- FJUL
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,701,495
- Total 13F value
- $257,436,003
- Portfolio coverage rank
- 0%
- Share change
- -1,150,753
- Value change
- -$63,572,072
- Number of holders
- 144
- Shares outstanding
- 21,025,837
- SEC-reported price per share
- $58.69
Latest holder snapshot
5 signals
Issuer context
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.
- 144 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 161 to 144 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $339,321,581 to $257,436,003.
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 144 institutions filings for Q1 2026.
Security key
33740U208
Latest holder period
Q1 2026
13F holders
144
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 | 63% | +5.1% | $736,796,458 | +$109,518,755 | 13,176,892 | +17% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Mar 2026, 144 institutional investors reported holding 4,701,495 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July (FJUL). This represents 22% of the company’s total 21,025,837 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
17%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 2.4% | 507,759 | -12% | 0.01% | $27,784,573 |
| ENVESTNET ASSET MANAGEMENT INC | 2.1% | 433,160 | -39% | 0.01% | $23,702,494 |
| CWM, LLC | 1.5% | 320,955 | -3.4% | 0.05% | $17,562,654 |
| ASSETMARK, INC | 1.2% | 255,851 | +10% | 0.03% | $14,000,167 |
| MML INVESTORS SERVICES, LLC | 0.87% | 182,171 | -14% | 0.03% | $9,968,382 |
| Cetera Investment Advisers | 0.83% | 174,461 | -47% | 0.01% | $9,546,506 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.83% | 173,683 | -25% | 0.01% | $9,503,936 |
| REAP Financial Group, LLC | 0.67% | 140,378 | -1.2% | 1.5% | $7,681,484 |
| LPL Financial LLC | 0.6% | 126,103 | -6.5% | 0% | $6,900,356 |
| OSAIC HOLDINGS, INC. | 0.57% | 120,848 | -11% | 0.01% | $6,612,746 |
| Onyx Bridge Wealth Group LLC | 0.52% | 109,308 | -4.1% | 0.64% | $5,981,334 |
| Kestra Advisory Services, LLC | 0.52% | 108,908 | +33% | 0.02% | $5,959,418 |
| CAPTRUST FINANCIAL ADVISORS | 0.51% | 107,774 | 0% | 0.01% | $5,897,393 |
| SMART Wealth LLC | 0.47% | 99,358 | -4.4% | 1.6% | $5,436,870 |
| MBL Wealth, LLC | 0.43% | 91,406 | -2.9% | 0.38% | $5,001,737 |
| Cambridge Investment Research Advisors, Inc. | 0.42% | 88,514 | -0.68% | 0.01% | $4,843,000 |
| Rockefeller Capital Management L.P. | 0.37% | 78,653 | +160% | 0.01% | $4,303,892 |
| MGO ONE SEVEN LLC | 0.36% | 76,649 | -7% | 0.08% | $4,194,233 |
| Keystone Wealth Services, LLC | 0.31% | 66,211 | 0.77% | $3,623,066 | |
| BECK CAPITAL MANAGEMENT, LLC | 0.27% | 57,403 | -2% | 0.72% | $3,141,076 |
| STEPHENS INC /AR/ | 0.26% | 54,948 | -48% | 0.04% | $3,006,755 |
| Concurrent Investment Advisors, LLC | 0.25% | 52,458 | +118% | 0.03% | $2,870,502 |
| Mariner, LLC | 0.18% | 36,967 | -2.6% | 0% | $2,022,834 |
| Apollon Wealth Management, LLC | 0.16% | 34,480 | 0% | 0.03% | $1,886,746 |
| HighTower Advisors, LLC | 0.16% | 34,214 | +17% | 0% | $1,872,190 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
23
Latest
Q1 2026
Rows shown
1-23 of 23
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 4,701,495 | $257,436,003 | -$63,572,072 | $54.72 | 144 |
| 2025 Q4 | 6,068,761 | $339,321,581 | -$30,531,828 | $55.92 | 161 |
| 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 |