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 Q2 2026

Latest Period

Q1 2026

Institutions Reporting

26

Shares (Excl. Options)

396,137

Price

$32.81

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.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+57,204
Value change
+$1,879,467
Number of holders
26
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
1,075,180
SEC-reported price per share
$33.84
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • JANM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January is tracked under CUSIP 33740U455.
  • 26 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 26 to 13 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $12,995,919 to $8,161,479.

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

Latest holder context comes from 26 institutions filings for Q1 2026.

Open SEC evidence

Security key

33740U455

Latest holder period

Q1 2026

13F holders

26

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
JANM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 12% +18% $4,545,394 +$1,873,972 134,290 +70% First Trust Portfolios L.P. 30 Jun 2026

As of 31 Mar 2026, 26 institutional investors reported holding 396,137 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM). This represents 37% of the company’s total 1,075,180 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
37%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Apollon Wealth Management, LLC 7.3% 78,348 -0.03% 0.04% $2,570,363
Maia Wealth LLC 7% 74,806 0.42% $2,454,161
OLD MISSION CAPITAL LLC 3.7% 39,341 0.03% $1,290,660
COMMONWEALTH EQUITY SERVICES, LLC 3.6% 38,246 -5.6% 0% $1,254,733
Cetera Investment Advisers 2.2% 23,725 +2.5% 0% $778,346
Capasso Planning Partners LLC 2% 21,615 0.38% $709,123
CITADEL ADVISORS LLC 1.9% 20,133 0% $660,503
Kestra Advisory Services, LLC 1.3% 14,284 -3.5% 0% $468,615
Legacy Capital Wealth Partners, LLC 1.2% 12,615 -16% 0.09% $413,860
CWM, LLC 0.81% 8,661 +38% 0% $284,141
PRECEDENT WEALTH PARTNERS, LLC 0.79% 8,479 -90% 0.06% $278,178
NewEdge Advisors, LLC 0.75% 8,017 0% 0% $263,014
Cambridge Investment Research Advisors, Inc. 0.69% 7,408 +15% 0% $243,000
HARBOUR INVESTMENTS, INC. 0.69% 7,399 0% $242,739
Americana Partners, LLC 0.65% 6,986 -0.81% 0.01% $229,190
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.59% 6,312 -63% 0% $207,078
Madrona Financial Services, LLC 0.57% 6,107 0.04% $200,352
Capital Analysts, LLC 0.42% 4,537 0% $149,000
Noble Wealth Management PBC 0.29% 3,100 -8.8% 0.05% $101,702
OSAIC HOLDINGS, INC. 0.25% 2,649 +13% 0% $86,906
DHJJ Financial Advisors, Ltd. 0.14% 1,515 0.02% $49,703
JPMORGAN CHASE & CO 0.13% 1,350 -81% 0% $44,006
Capital Investment Advisory Services, LLC 0.02% 250 0% 0% $8,202
Farther Finance Advisors, LLC 0.01% 144 0% 0% $4,735
WOLFF WIESE MAGANA LLC 0.01% 100 0% 0% $3,281

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 241,134 $8,161,479 +$282,635 $33.84 13
2026 Q1 396,137 $12,995,919 +$1,879,467 $32.81 26
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .