Latest Period
Q4 2025
Security Snapshot
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM) Institutional Ownership
CUSIP: 33740U455
13F Institutional Holders and Ownership History from Q1 2025 to Q1 2026
Institutions Reporting
20
Shares (Excl. Options)
327,575
Price
$33.01
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- Type / Class
- Equity / FT Vest U.S. Equity Max Buffer ETF - January
- Symbol
- JANM
- Shares outstanding
- 750,238
- Price per share
- $32.81
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 327,575
- Total reported value
- $10,813,692
- % of total 13F portfolios
- 0%
- Share change
- -293,976
- Value change
- -$9,661,036
- Number of holders
- 20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- JANM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January is tracked under CUSIP 33740U455.
- 20 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 20 to 13 between Q4 2025 and Q1 2026.
- Reported value moved from $10,813,692 to $7,637,353.
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 20 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 33740U455?
CUSIP 33740U455 identifies JANM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January 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 33740U455:
Significant Owners of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 11% | $2,605,314 | 78,925 | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Dec 2025, 20 institutional investors reported holding 327,575 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM). This represents 44% of the company’s total 750,238 outstanding shares.
Top 24 Institutional Shareholders
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM) together control 44% 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 |
|---|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | 11% | 82,562 | -0.17% | 0.57% | $2,725,372 |
| Apollon Wealth Management, LLC | 10% | 78,368 | -0.77% | 0.04% | $2,586,928 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.4% | 40,502 | -85% | 0% | $1,336,970 |
| Cetera Investment Advisers | 3.1% | 23,142 | -9.7% | 0% | $763,917 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.3% | 17,100 | +147% | 0% | $564,471 |
| Legacy Capital Wealth Partners, LLC | 2% | 15,015 | 0% | 0.11% | $495,645 |
| Kestra Advisory Services, LLC | 2% | 14,807 | 0% | 0% | $488,779 |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 8,188 | +8.1% | 0% | $270,286 |
| NewEdge Advisors, LLC | 1.1% | 8,017 | 0% | 0% | $264,641 |
| JPMORGAN CHASE & CO | 0.96% | 7,234 | -7.9% | 0% | $238,794 |
| Americana Partners, LLC | 0.94% | 7,043 | -6% | 0.01% | $232,489 |
| Cambridge Investment Research Advisors, Inc. | 0.86% | 6,450 | -0.75% | 0% | $213,000 |
| CWM, LLC | 0.83% | 6,260 | -0.48% | 0% | $207,000 |
| BARCLAYS PLC | 0.79% | 5,962 | -4.1% | 0% | $196,806 |
| Noble Wealth Management PBC | 0.45% | 3,400 | 0% | 0.06% | $112,234 |
| OSAIC HOLDINGS, INC. | 0.31% | 2,348 | -67% | 0% | $77,507 |
| UBS Group AG | 0.09% | 683 | 0% | $22,546 | |
| Capital Investment Advisory Services, LLC | 0.03% | 250 | 0% | 0% | $8,253 |
| Farther Finance Advisors, LLC | 0.02% | 144 | 0% | $4,753 | |
| WOLFF WIESE MAGANA LLC | 0.01% | 100 | 0% | 0% | $3,301 |
| OLD MISSION CAPITAL LLC | 0% | 0 | -100% | $0 | |
| LPL Financial LLC | 0% | 0 | -100% | $0 | |
| PRINCIPAL SECURITIES, INC. | 0% | 0 | -100% | $0 | |
| CITADEL ADVISORS LLC | 0% | 0 | -100% | $0 |
Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 232,797 | $7,637,353 | -$457,192 | $32.81 | 13 |
| 2025 Q4 | 327,575 | $10,813,692 | -$9,661,036 | $33.01 | 20 |
| 2025 Q3 | 632,909 | $20,522,983 | -$4,534,134 | $32.43 | 23 |
| 2025 Q2 | 775,070 | $24,597,839 | +$9,274,247 | $31.74 | 21 |
| 2025 Q1 | 483,613 | $14,886,330 | +$14,886,330 | $30.78 | 21 |