Security Snapshot

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

CUSIP: 33740U661

13F Institutional Holders and Ownership History from Q3 2023 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

129

Shares (Excl. Options)

6,041,706

Price

$41.33

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Type / Class
Equity / FT Vest U.S. Equity Moderate Buffer ETF - July
Symbol
GJUL
Shares outstanding
10,174,359
Price per share
$40.78
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
6,041,706
Total reported value
$249,708,635
% of total 13F portfolios
0%
Share change
-3,683,235
Value change
-$151,655,865
Number of holders
129
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • GJUL - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July is tracked under CUSIP 33740U661.
  • 129 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 129 to 32 between Q4 2025 and Q1 2026.
  • Reported value moved from $249,708,635 to $24,738,528.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 129 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 33740U661?
CUSIP 33740U661 identifies GJUL - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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

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, 129 institutional investors reported holding 6,041,706 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.

Top 25 Institutional Shareholders

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

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 606,406 $24,738,528 -$656,485 $40.78 32
2025 Q4 6,041,706 $249,708,635 -$151,655,865 $41.33 129
2025 Q3 9,703,101 $393,183,722 +$183,543,164 $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