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
18,825,734
Price per share
$55.92
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,562,892
Total reported value
$358,945,772
% of total 13F portfolios
0%
Share change
+379,236
Value change
+$21,414,499
Number of holders
150
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 60% -5.1% $580,426,905 -$38,738,916 11,218,255 -6.3% First Trust Portfolios L.P. 30 Jun 2025

As of 30 Sep 2025, 150 institutional investors reported holding 6,562,892 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July (FJUL). This represents 35% of the company’s total 18,825,734 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 26% 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 3.8% 720,413 +437% 0.01% $39,428,217
RAYMOND JAMES FINANCIAL INC 3.1% 588,164 -67% 0.01% $32,190,216
Ferguson Shapiro LLC 2.1% 400,944 +0.73% 7.1% $21,943,665
Cetera Investment Advisers 2.1% 388,538 +154% 0.02% $21,264,685
CWM, LLC 1.9% 351,054 +0.2% 0.06% $19,213,000
COMMONWEALTH EQUITY SERVICES, LLC 1.3% 236,107 +35% 0.02% $12,922,000
ASSETMARK, INC 1.1% 200,936 +11% 0.02% $10,997,227
MML INVESTORS SERVICES, LLC 1% 197,454 +166% 0.03% $10,806,657
OSAIC HOLDINGS, INC. 1% 192,572 +28% 0.01% $10,435,547
REAP Financial Group, LLC 0.78% 146,925 +24% 1.7% $8,041,205
LPL Financial LLC 0.75% 141,451 -6.7% 0% $7,741,613
Atria Investments, Inc 0.66% 123,394 0.08% $6,753,354
STEPHENS INC /AR/ 0.65% 122,115 -3.5% 0.09% $6,683,354
Motiv8 Investments LLC 0.63% 118,866 3.5% $6,505,536
SMART Wealth LLC 0.61% 115,153 -13% 2.4% $6,302,327
Onyx Bridge Wealth Group LLC 0.61% 114,986 0.68% $6,293,184
CAPTRUST FINANCIAL ADVISORS 0.58% 108,409 0% 0.01% $5,933,225
NOVEM GROUP 0.51% 96,828 +8.5% 0.63% $5,299,396
MBL Wealth, LLC 0.51% 95,688 -7.5% 0.46% $5,237,005
Cambridge Investment Research Advisors, Inc. 0.48% 91,198 +32% 0.01% $4,991,000
BAM Wealth Management, LLC 0.48% 90,365 0% 3.8% $4,945,677
MGO ONE SEVEN LLC 0.44% 83,197 +1151% 0.11% $4,553,372
Kestra Advisory Services, LLC 0.43% 80,612 +0.59% 0.02% $4,411,895
Synergy Asset Management, LLC 0.42% 78,853 +203% 0.15% $4,160,076
Keystone Wealth Services, LLC 0.41% 77,420 -5.7% 0.92% $4,237,197

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 400,600 $22,405,257 -$3,480,680 $55.92 21
2025 Q3 6,562,892 $358,945,772 +$21,414,499 $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