| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 16% | +50% | $67,526,767 | +$6,850,032 | 1,634,002 | +11% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 30 Sep 2025, 139 institutional investors reported holding 9,697,784 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July (GJUL). This represents 95% of the company’s total 10,174,359 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July (GJUL) together control 82% 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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 15% | 1,502,522 | +858484% | 0.39% | $60,942,292 |
| RAYMOND JAMES FINANCIAL INC | 14% | 1,467,964 | +205% | 0.02% | $59,540,620 |
| OSAIC HOLDINGS, INC. | 7.8% | 788,844 | +327% | 0.04% | $31,659,662 |
| Ferguson Shapiro LLC | 6.1% | 622,816 | +0.24% | 8.2% | $25,261,417 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.4% | 451,151 | +119% | 0.02% | $18,299,000 |
| NEW WAVE WEALTH ADVISORS LLC | 3.6% | 366,991 | 5.4% | $14,885,155 | |
| Archer Investment Corp | 3.2% | 326,434 | +6182% | 3% | $13,240,163 |
| ENVESTNET ASSET MANAGEMENT INC | 3% | 308,471 | -71% | 0% | $12,511,584 |
| LPL Financial LLC | 2.5% | 256,234 | -1.2% | 0% | $10,392,851 |
| Cetera Investment Advisers | 2.4% | 242,611 | +20% | 0.01% | $9,840,302 |
| Americana Partners, LLC | 2% | 199,461 | +47% | 0.24% | $8,090,138 |
| Kestra Advisory Services, LLC | 1.9% | 193,532 | +5% | 0.04% | $7,849,658 |
| TRUIST FINANCIAL CORP | 1.9% | 192,499 | +0.84% | 0.01% | $7,807,759 |
| FSR Wealth Management Ltd. | 1.8% | 183,892 | 8.8% | $7,458,658 | |
| DAGCO, INC. | 1.8% | 183,390 | -11% | 1.9% | $7,438,298 |
| Integrated Wealth Concepts LLC | 1.6% | 166,158 | 0% | 0.06% | $6,739,368 |
| Outlook Wealth Advisors, LLC | 1.3% | 129,108 | 1.3% | $5,236,621 | |
| SAGESPRING WEALTH PARTNERS, LLC | 1.2% | 122,043 | 0.11% | $4,950,076 | |
| MML INVESTORS SERVICES, LLC | 1.1% | 107,272 | +329% | 0.01% | $4,350,952 |
| Lloyd Advisory Services, LLC. | 1% | 104,998 | 2% | $4,258,719 | |
| Schulz Wealth, LTD. | 0.99% | 101,095 | +9.6% | 2.7% | $4,100,413 |
| Sunbelt Securities, Inc. | 0.99% | 100,586 | +69% | 0.28% | $4,079,768 |
| Cambridge Investment Research Advisors, Inc. | 0.87% | 88,111 | -4.4% | 0.01% | $3,574,000 |
| PARK AVENUE SECURITIES LLC | 0.53% | 53,604 | +796% | 0.02% | $2,174,000 |
| HighTower Advisors, LLC | 0.51% | 52,328 | 0% | $2,122,424 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 879,274 | $36,343,033 | -$5,511,087 | $41.33 | 25 |
| 2025 Q3 | 9,697,784 | $392,968,052 | +$183,408,060 | $40.56 | 139 |
| 2025 Q2 | 5,167,810 | $199,845,989 | +$18,858,566 | $38.69 | 100 |
| 2025 Q1 | 4,691,588 | $168,644,354 | -$38,810,519 | $35.95 | 94 |
| 2024 Q4 | 5,771,876 | $211,692,889 | -$26,190,184 | $36.67 | 101 |
| 2024 Q3 | 6,369,465 | $229,507,102 | +$38,053,127 | $36.03 | 103 |
| 2024 Q2 | 5,309,125 | $184,500,728 | -$17,930,053 | $34.75 | 72 |
| 2024 Q1 | 5,835,698 | $197,683,830 | -$54,465,405 | $33.87 | 71 |
| 2023 Q4 | 7,479,363 | $240,307,428 | +$102,245,448 | $32.08 | 77 |
| 2023 Q3 | 4,194,343 | $125,550,306 | +$125,550,306 | $29.94 | 59 |