Latest Period
Q1 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
38
Shares (Excl. Options)
345,075
Price
$33.56
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- Security type / class
- Equity / FT Vest U.S. Equity Max Buffer ETF - July
- Symbol
- JULM
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 345,075
- Total 13F value
- $11,583,142
- Portfolio coverage rank
- 0%
- Share change
- -61,871
- Value change
- -$2,078,425
- Number of holders
- 38
- Shares outstanding
- 700,032
- SEC-reported price per share
- $34.66
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.
- 38 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 38 to 13 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $11,583,142 to $4,227,783.
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 38 institutions filings for Q1 2026.
Security key
33740U570
Latest holder period
Q1 2026
13F holders
38
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 31 Mar 2026, 38 institutional investors reported holding 345,075 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July (JULM). This represents 49% 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
46%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | 3.5% | 24,538 | -42% | 0.02% | $823,397 |
| Glen Eagle Advisors, LLC | 3.5% | 24,390 | 0% | 0.11% | $818,431 |
| CWM, LLC | 3.3% | 23,275 | -0.68% | 0% | $781,016 |
| LPL Financial LLC | 2.8% | 19,795 | -3.2% | 0% | $664,241 |
| Strategic Blueprint, LLC | 2.8% | 19,538 | +4.8% | 0.04% | $655,617 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.6% | 18,206 | -29% | 0% | $610,920 |
| Mutual Advisors, LLC | 2.5% | 17,704 | -2.2% | 0.01% | $594,075 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.4% | 16,725 | +26% | 0% | $561,224 |
| Cetera Investment Advisers | 2% | 14,225 | 0% | 0% | $477,334 |
| Arete Wealth Advisors, LLC | 1.9% | 13,050 | 0% | 0.03% | $437,176 |
| Kestra Advisory Services, LLC | 1.7% | 12,148 | +25% | 0% | $407,638 |
| NORDEN GROUP LLC | 1.7% | 12,000 | 0% | 0.04% | $402,672 |
| Madrona Financial Services, LLC | 1.6% | 11,162 | 0% | 0.08% | $374,552 |
| Crusonia Wealth Advisors LLC | 1.5% | 10,820 | 0% | 0.07% | $363,076 |
| Clear Creek Financial Management, LLC | 1.4% | 10,045 | -1.9% | 0.03% | $337,070 |
| AE Wealth Management LLC | 1.4% | 9,837 | -0.61% | 0% | $330,090 |
| GOLDMAN SACHS GROUP INC | 1.4% | 9,565 | -8.8% | 0% | $320,963 |
| Cresset Asset Management, LLC | 1.3% | 9,371 | 0% | 0% | $314,453 |
| Ergawealth Advisors, Inc. | 1.3% | 8,858 | 0% | 0.13% | $297,239 |
| ENVESTNET ASSET MANAGEMENT INC | 1.2% | 8,706 | 0% | 0% | $292,139 |
| Cambridge Investment Research Advisors, Inc. | 1% | 7,048 | -8.2% | 0% | $236,000 |
| IFP Advisors, Inc | 0.94% | 6,560 | 0% | 0% | $220,127 |
| MML INVESTORS SERVICES, LLC | 0.88% | 6,140 | -39% | 0% | $206,034 |
| Foguth Wealth Management, LLC. | 0.86% | 6,005 | -3.5% | 0.02% | $207,022 |
| BARCLAYS PLC | 0.82% | 5,759 | +35% | 0% | $193,249 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q1 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 122,156 | $4,227,783 | +$135,441 | $34.60 | 13 |
| 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 |