First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July (JULM) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Max Buffer ETF - July
Symbol
JULM
Shares outstanding
875,183
Price per share
$33.75
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
406,121
Total reported value
$13,645,359
% of total 13F portfolios
0%
Share change
+3,857
Value change
+$138,533
Number of holders
40
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July (JULM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 11% +26% $3,211,286 +$605,296 95,570 +23% First Trust Portfolios L.P. 31 Jan 2026

As of 31 Dec 2025, 40 institutional investors reported holding 406,121 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July (JULM). This represents 46% of the company’s total 875,183 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July (JULM) together control 43% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
OLD MISSION CAPITAL LLC 4.8% 42,360 +99% 0.05% $1,423,355
COMMONWEALTH EQUITY SERVICES, LLC 2.9% 25,816 -12% 0% $867,450
Glen Eagle Advisors, LLC 2.8% 24,390 -1.4% 0.11% $819,538
CWM, LLC 2.7% 23,435 -1.4% 0% $787,000
LPL Financial LLC 2.3% 20,440 -0.09% 0% $686,812
Strategic Blueprint, LLC 2.1% 18,650 +2% 0.04% $626,666
Mutual Advisors, LLC 2.1% 18,104 -5.1% 0.01% $608,320
IMC-Chicago, LLC 2% 17,141 +9.3% 0.01% $575,962
CAPTRUST FINANCIAL ADVISORS 1.7% 15,304 0% 0% $514,236
Cetera Investment Advisers 1.6% 14,225 +16% 0% $477,980
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.5% 13,267 0% $445,789
Arete Wealth Advisors, LLC 1.5% 13,050 0% 0.03% $438,000
NORDEN GROUP LLC 1.4% 12,000 0% 0.04% $403,216
Madrona Financial Services, LLC 1.3% 11,162 0% 0.08% $375,059
Crusonia Wealth Advisors LLC 1.2% 10,820 0% 0.08% $363,567
GOLDMAN SACHS GROUP INC 1.2% 10,490 -8.6% 0% $352,479
Clear Creek Financial Management, LLC 1.2% 10,239 +1.2% 0.03% $344,045
MML INVESTORS SERVICES, LLC 1.2% 10,126 +0.85% 0% $340,248
AE Wealth Management LLC 1.1% 9,897 0% 0% $332,553
Kestra Advisory Services, LLC 1.1% 9,740 -44% 0% $327,278
Cresset Asset Management, LLC 1.1% 9,371 0% 0% $314,879
Ergawealth Advisors, Inc. 1% 8,858 0% 0.14% $297,641
ENVESTNET ASSET MANAGEMENT INC 0.99% 8,706 +3% 0% $292,534
Cambridge Investment Research Advisors, Inc. 0.88% 7,678 -7.1% 0% $258,000
Prasad Wealth Partners, LLC 0.78% 6,800 -11% 0.06% $228,490

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July (JULM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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