| 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 31 Dec 2025, 128 institutional investors reported holding 6,034,971 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July (GJUL). This represents 59% 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 50% 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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 11% | 1,108,262 | -25% | 0.01% | $45,805,244 |
| OSAIC HOLDINGS, INC. | 6.7% | 681,768 | -14% | 0.04% | $28,177,283 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.3% | 432,555 | -4.1% | 0.02% | $17,877,805 |
| NEW WAVE WEALTH ADVISORS LLC | 3.7% | 376,737 | +2.7% | 5.7% | $15,570,804 |
| ENVESTNET ASSET MANAGEMENT INC | 3.1% | 314,413 | +1.9% | 0% | $12,994,909 |
| LPL Financial LLC | 2.6% | 266,477 | +4% | 0% | $11,013,679 |
| Cetera Investment Advisers | 2.3% | 237,546 | -2.1% | 0.01% | $9,817,943 |
| Kestra Advisory Services, LLC | 2% | 198,496 | +2.6% | 0.03% | $8,203,979 |
| TRUIST FINANCIAL CORP | 1.9% | 194,422 | +1% | 0.01% | $8,035,597 |
| DAGCO, INC. | 1.8% | 178,887 | -2.5% | 1.7% | $7,393,525 |
| Americana Partners, LLC | 1.7% | 174,410 | -13% | 0.2% | $7,208,487 |
| Integrated Wealth Concepts LLC | 1.6% | 166,158 | 0% | 0.08% | $6,867,426 |
| MML INVESTORS SERVICES, LLC | 1.1% | 114,490 | +6.7% | 0.01% | $4,731,952 |
| Schulz Wealth, LTD. | 0.99% | 101,095 | 0% | 2.7% | $4,178,327 |
| Sunbelt Securities, Inc. | 0.96% | 98,086 | -2.5% | 0.27% | $4,053,963 |
| Cambridge Investment Research Advisors, Inc. | 0.84% | 85,240 | -3.3% | 0.01% | $3,523,000 |
| PARK AVENUE SECURITIES LLC | 0.53% | 53,604 | 0% | 0.02% | $2,215,000 |
| HighTower Advisors, LLC | 0.47% | 48,170 | -7.9% | 0% | $1,990,900 |
| CITY HOLDING CO | 0.47% | 47,775 | -1.2% | 0.24% | $1,974,539 |
| Avantra Family Wealth, Inc. | 0.42% | 43,032 | +1.8% | 1.3% | $1,778,543 |
| CreativeOne Wealth, LLC | 0.41% | 42,183 | -0.29% | 0.04% | $1,743,453 |
| Janney Montgomery Scott LLC | 0.4% | 40,804 | -13% | 0% | $1,686,000 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.33% | 34,000 | 0% | 0.08% | $1,405,244 |
| Ferguson Shapiro LLC | 0.33% | 33,232 | -95% | 0.42% | $1,373,502 |
| NewEdge Advisors, LLC | 0.33% | 33,215 | -0.73% | 0.01% | $1,372,799 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,034,971 | $249,430,271 | -$151,497,780 | $41.33 | 128 |
| 2025 Q3 | 9,699,769 | $393,048,576 | +$183,408,018 | $40.56 | 140 |
| 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 |