First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (XJUN) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
Symbol
XJUN
Shares outstanding
3,335,849
Price per share
$42.95
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,279,626
Total reported value
$96,165,501
% of total 13F portfolios
0%
Share change
+107,888
Value change
+$4,624,368
Number of holders
66
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 Enhance & Moderate Buffer ETF - June (XJUN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 0.53% -99% $707,023 -$17,642,188 17,680 -96% First Trust Portfolios L.P. 30 Jun 2025

As of 30 Sep 2025, 66 institutional investors reported holding 2,279,626 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (XJUN). This represents 68% of the company’s total 3,335,849 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (XJUN) together control 59% 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
OSAIC HOLDINGS, INC. 10% 344,903 +66% 0.02% $14,489,004
Kestra Advisory Services, LLC 8.9% 297,282 -3.1% 0.06% $12,545,718
Cetera Investment Advisers 8.3% 276,909 +5.1% 0.01% $11,685,947
COMMONWEALTH EQUITY SERVICES, LLC 8.1% 269,674 -2.9% 0.01% $11,381,000
Mutual Advisors, LLC 2.9% 96,560 -1.2% 0.09% $4,089,335
LM Advisors LLC 2.8% 94,380 0% 0.61% $3,983,000
LPL Financial LLC 1.8% 59,539 +23% 0% $2,512,639
U.S. Capital Wealth Advisors, LLC 1.7% 58,142 +6.5% 0.07% $2,453,674
BRASS TAX WEALTH MANAGEMENT, INC 1.4% 46,690 -1.2% 0.33% $1,970,383
HARBOUR INVESTMENTS, INC. 1.4% 45,692 -14% 0.04% $1,928,266
ENVESTNET ASSET MANAGEMENT INC 1.3% 44,169 +20% 0% $1,863,994
Diversify Advisory Services, LLC 0.86% 28,579 -12% 0.04% $1,213,173
WEALTHGARDEN F.S. LLC 0.82% 27,316 -0.4% 0.82% $1,155,756
First Heartland Consultants, Inc. 0.81% 26,873 -13% 0.09% $1,134,078
Mariner, LLC 0.78% 25,926 -12% 0% $1,094,114
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.73% 24,403 -1.2% 0.16% $1,029,841
Steward Partners Investment Advisory, LLC 0.68% 22,803 -1.3% 0.01% $962,319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.66% 22,040 +112% 0% $930,119
Sequent Planning LLC 0.66% 22,030 +9.3% 0.26% $929,697
Ashton Thomas Private Wealth, LLC 0.65% 21,744 +3.2% 0.02% $917,627
CITADEL ADVISORS LLC 0.63% 21,176 0% $893,657
Cambridge Investment Research Advisors, Inc. 0.61% 20,375 -33% 0% $860,000
OLD MISSION CAPITAL LLC 0.6% 20,133 0.03% $849,640
CARY STREET PARTNERS FINANCIAL LLC 0.57% 19,029 0% 0.02% $803,050
QTR Family Wealth, LLC 0.56% 18,619 -10% 0.37% $785,751

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 94,078 $4,041,350 -$178,503 $42.95 9
2025 Q3 2,279,626 $96,165,501 +$4,624,368 $42.20 66
2025 Q2 2,253,249 $92,484,989 -$9,148,962 $41.07 73
2025 Q1 2,480,763 $95,431,592 -$14,748,415 $38.49 72
2024 Q4 2,865,548 $110,682,233 -$11,957,885 $38.63 80
2024 Q3 3,127,002 $118,632,123 +$5,738,739 $38.04 70
2024 Q2 2,978,772 $109,479,283 -$33,770,391 $36.82 64
2024 Q1 3,869,977 $139,887,457 -$50,286,448 $36.21 63
2023 Q4 5,288,673 $185,805,722 -$55,443,973 $35.13 77
2023 Q3 6,330,038 $209,687,638 +$13,169,312 $33.13 73
2023 Q2 5,936,185 $198,569,280 +$78,588,875 $33.45 67
2023 Q1 3,594,210 $115,106,081 -$649,589 $32.14 41
2022 Q4 3,729,926 $114,097,006 +$8,290,363 $30.65 43
2022 Q3 3,253,373 $94,653,339 +$44,187,276 $29.06 34
2022 Q2 1,657,580 $48,936,165 +$43,513,509 $29.52 23
2022 Q1 180,195 $5,481,491 +$938,516 $30.62 8
2021 Q4 112,300 $3,439,974 -$37,935 $30.63 6
2021 Q3 113,544 $3,361,347 +$3,361,347 $29.61 8