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 Q3 2026

13F reference period

Q2 2026

Institutions Reporting

36

Shares (Excl. Options)

311.11KFull value: 311,112 · shares · 30 Jun 2026

Price

$34.60

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

Save this security page for your next review

Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
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
Latest holder snapshot 5 signals
Total 13F value
$10,767,094
Portfolio coverage rank
0%
Share change
-7,813
Value change
-$267,807
Number of holders
36
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
975,273
SEC-reported price per share
$35.03
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

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
    $11.58MFull value: $11,583,142 · USD · 31 Mar 2026
    to
    $10.77MFull value: $10,767,094 · USD · 30 Jun 2026
    .

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 36 institutions filings for Q2 2026.

Open SEC evidence

Security key

33740U570

13F reference period

Q2 2026

13F holders

36

13D/G owners

1

CIK / CUSIP context first

Open Q2 2026 holders JULM full holder history

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

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 17% -8.2% $5,873,074 +$1,277,605 167,747 +28% First Trust Portfolios L.P. 30 Sep 2026
As of 30 Jun 2026, 36 institutional investors reported holding
311.11KFull value: 311,112 · shares · 30 Jun 2026
shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July (JULM). This represents 32% of the company’s total
975.27KFull value: 975,273 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
30%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Glen Eagle Advisors, LLC 2.5% 24,390 0% 0.11% $844,016
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.4% 23,137 +38% 0% $800,656
Strategic Blueprint, LLC 2.1% 20,702 +6% 0.04% $716,393
COMMONWEALTH EQUITY SERVICES, LLC 2% 19,166 +5.3% 0% $663,240
Mutual Advisors, LLC 1.6% 16,004 -9.6% 0.01% $553,818
IFP Advisors, Inc 1.3% 13,120 +100% 0.01% $454,018
OLD MISSION CAPITAL LLC 1.3% 13,093 -47% 0.01% $453,083
Arete Wealth Advisors, LLC 1.3% 13,050 0% 0.03% $451,595
Kestra Advisory Services, LLC 1.2% 12,148 0% 0% $420,382
NORDEN GROUP LLC 1.2% 12,000 0% 0.03% $415,260
Madrona Financial Services, LLC 1.1% 11,162 0% 0.07% $386,261
GOLDMAN SACHS GROUP INC 1.1% 11,015 +15% 0% $381,174
Cetera Investment Advisers 1.1% 10,950 -23% 0% $378,925
Crusonia Wealth Advisors LLC 1.1% 10,820 0% 0.06% $374,426
AE Wealth Management LLC 0.97% 9,502 -3.4% 0% $328,817
Cresset Asset Management, LLC 0.96% 9,371 0% 0% $324,283
MML INVESTORS SERVICES, LLC 0.95% 9,221 +50% 0% $319,093
Ergawealth Advisors, Inc. 0.91% 8,858 0% 0.12% $306,531
ENVESTNET ASSET MANAGEMENT INC 0.89% 8,706 0% 0% $301,271
LPL Financial LLC 0.78% 7,642 -61% 0% $264,451
Cambridge Investment Research Advisors, Inc. 0.71% 6,936 -1.6% 0% $240,000
Clear Creek Financial Management, LLC 0.62% 6,059 -40% 0.01% $209,672
Foguth Wealth Management, LLC. 0.6% 5,890 -1.9% 0.02% $204,089
Gallagher Fiduciary Advisors, LLC 0.6% 5,881 0.01% $203,524
BARCLAYS PLC 0.59% 5,759 0% 0% $199,290

Quarter history

Institutional holders across reporting periods

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

Periods
9
Headline period
Q2 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 211,365 $7,389,778 +$3,099,127 $34.96 14
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
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 .