Latest Period
Q2 2026
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
Institutions Reporting
28
Shares (Excl. Options)
402,394
Price
$33.84
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- Security type / class
- Equity / FT Vest U.S. Equity Max Buffer ETF - January
- Symbol
- JANM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 402,394
- Total 13F value
- $13,619,728
- Portfolio coverage rank
- 0%
- Share change
- +14,918
- Value change
- +$505,032
- Number of holders
- 28
- Shares outstanding
- 1,075,180
- SEC-reported price per share
- $33.84
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
- JANM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January is tracked under CUSIP 33740U455.
- 28 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 26 to 28 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $12,995,919 to $13,619,728.
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 28 institutions filings for Q2 2026.
Security key
33740U455
Latest holder period
Q2 2026
13F holders
28
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740U455:
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 30 Jun 2026, 28 institutional investors reported holding 402,394 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 | 8.3% | 88,987 | +14% | 0.04% | $3,011,765 |
| Maia Wealth LLC | 6.6% | 70,835 | -5.3% | 0.35% | $2,397,412 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.6% | 27,598 | -28% | 0% | $934,057 |
| CITADEL ADVISORS LLC | 2.4% | 25,608 | +27% | 0% | $866,703 |
| Cetera Investment Advisers | 2.4% | 25,599 | +7.9% | 0% | $866,398 |
| Capasso Planning Partners LLC | 1.9% | 20,847 | -3.6% | 0.35% | $705,567 |
| OLD MISSION CAPITAL LLC | 1.5% | 16,281 | -59% | 0.01% | $551,030 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4% | 15,163 | +140% | 0% | $513,192 |
| Kestra Advisory Services, LLC | 1.3% | 14,284 | 0% | 0% | $483,442 |
| Legacy Capital Wealth Partners, LLC | 1.2% | 12,615 | 0% | 0.08% | $426,955 |
| Madrona Financial Services, LLC | 0.92% | 9,907 | +62% | 0.06% | $335,302 |
| PRECEDENT WEALTH PARTNERS, LLC | 0.79% | 8,498 | +0.22% | 0.05% | $287,623 |
| Vise Technologies, Inc. | 0.75% | 8,017 | 0% | $271,335 | |
| NewEdge Advisors, LLC | 0.75% | 8,017 | 0% | 0% | $271,335 |
| HARBOUR INVESTMENTS, INC. | 0.69% | 7,399 | 0% | 0% | $250,419 |
| Cambridge Investment Research Advisors, Inc. | 0.68% | 7,260 | -2% | 0% | $246,000 |
| ENVESTNET ASSET MANAGEMENT INC | 0.6% | 6,474 | 0% | $219,113 | |
| Americana Partners, LLC | 0.59% | 6,316 | -9.6% | 0% | $213,765 |
| Prasad Wealth Partners, LLC | 0.56% | 6,000 | 0.05% | $203,070 | |
| Capital Analysts, LLC | 0.42% | 4,537 | 0% | 0% | $154,000 |
| Buck Wealth Strategies, LLC | 0.28% | 3,000 | 0.01% | $101,535 | |
| Noble Wealth Management PBC | 0.27% | 2,900 | -6.5% | 0.04% | $98,151 |
| OSAIC HOLDINGS, INC. | 0.25% | 2,649 | 0% | 0% | $89,655 |
| DHJJ Financial Advisors, Ltd. | 0.14% | 1,515 | 0% | 0.01% | $51,276 |
| JPMORGAN CHASE & CO | 0.13% | 1,350 | 0% | 0% | $45,650 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 402,394 | $13,619,728 | +$505,032 | $33.84 | 28 |
| 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 |