Latest Period
Q2 2026
Security Snapshot
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July (JULM) Institutional Ownership
CUSIP: 33740U570
13F Institutional Holders and Ownership History from Q3 2024 to Q2 2026
Institutions Reporting
36
Shares (Excl. Options)
311,112
Price
$34.60
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- Security type / class
- Equity / FT Vest U.S. Equity Max Buffer ETF - July
- Symbol
- JULM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 311,112
- Total 13F value
- $10,767,094
- Portfolio coverage rank
- 0%
- Share change
- -7,813
- Value change
- -$267,807
- Number of holders
- 36
- Shares outstanding
- 700,032
- SEC-reported price per share
- $34.98
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
- JULM - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July is tracked under CUSIP 33740U570.
- 36 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 38 to 36 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $11,583,142 to $10,767,094.
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 36 institutions filings for Q2 2026.
Security key
33740U570
Latest holder period
Q2 2026
13F holders
36
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740U570:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
JULM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 19% | +15% | $4,602,242 | +$436,501 | 131,256 | +10% | First Trust Portfolios L.P. | 30 Jun 2026 |
As of 30 Jun 2026, 36 institutional investors reported holding 311,112 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July (JULM). This represents 44% of the company’s total 700,032 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
42%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 3.5% | 24,390 | 0% | 0.11% | $844,016 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.3% | 23,137 | +38% | 0% | $800,656 |
| Strategic Blueprint, LLC | 3% | 20,702 | +6% | 0.04% | $716,393 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.7% | 19,166 | +5.3% | 0% | $663,240 |
| Mutual Advisors, LLC | 2.3% | 16,004 | -9.6% | 0.01% | $553,818 |
| IFP Advisors, Inc | 1.9% | 13,120 | +100% | 0.01% | $454,018 |
| OLD MISSION CAPITAL LLC | 1.9% | 13,093 | -47% | 0.01% | $453,083 |
| Arete Wealth Advisors, LLC | 1.9% | 13,050 | 0% | 0.03% | $451,595 |
| Kestra Advisory Services, LLC | 1.7% | 12,148 | 0% | 0% | $420,382 |
| NORDEN GROUP LLC | 1.7% | 12,000 | 0% | 0.03% | $415,260 |
| Madrona Financial Services, LLC | 1.6% | 11,162 | 0% | 0.07% | $386,261 |
| GOLDMAN SACHS GROUP INC | 1.6% | 11,015 | +15% | 0% | $381,174 |
| Cetera Investment Advisers | 1.6% | 10,950 | -23% | 0% | $378,925 |
| Crusonia Wealth Advisors LLC | 1.5% | 10,820 | 0% | 0.06% | $374,426 |
| AE Wealth Management LLC | 1.4% | 9,502 | -3.4% | 0% | $328,817 |
| Cresset Asset Management, LLC | 1.3% | 9,371 | 0% | 0% | $324,283 |
| MML INVESTORS SERVICES, LLC | 1.3% | 9,221 | +50% | 0% | $319,093 |
| Ergawealth Advisors, Inc. | 1.3% | 8,858 | 0% | 0.12% | $306,531 |
| ENVESTNET ASSET MANAGEMENT INC | 1.2% | 8,706 | 0% | 0% | $301,271 |
| LPL Financial LLC | 1.1% | 7,642 | -61% | 0% | $264,451 |
| Cambridge Investment Research Advisors, Inc. | 0.99% | 6,936 | -1.6% | 0% | $240,000 |
| Clear Creek Financial Management, LLC | 0.87% | 6,059 | -40% | 0.01% | $209,672 |
| Foguth Wealth Management, LLC. | 0.84% | 5,890 | -1.9% | 0.02% | $204,089 |
| Gallagher Fiduciary Advisors, LLC | 0.84% | 5,881 | 0.01% | $203,524 | |
| BARCLAYS PLC | 0.82% | 5,759 | 0% | 0% | $199,290 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 311,112 | $10,767,094 | -$267,807 | $34.60 | 36 |
| 2026 Q1 | 345,075 | $11,583,142 | -$2,078,425 | $33.56 | 38 |
| 2025 Q4 | 406,121 | $13,645,359 | +$138,533 | $33.60 | 40 |
| 2025 Q3 | 385,758 | $12,810,090 | +$2,701,949 | $33.20 | 36 |
| 2025 Q2 | 311,290 | $10,135,526 | -$290,361 | $32.54 | 27 |
| 2025 Q1 | 320,876 | $10,038,155 | -$2,358,268 | $31.29 | 27 |
| 2024 Q4 | 396,024 | $12,454,681 | -$97,793 | $31.43 | 29 |
| 2024 Q3 | 391,782 | $12,198,363 | +$12,198,363 | $31.14 | 28 |