Security Snapshot

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

CUSIP: 33740U844

13F Institutional Holders and Ownership History from Q3 2021 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

76

Shares (Excl. Options)

2,609,544

Price

$42.96

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+253,640
Value change
+$10,947,907
Number of holders
76
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
3,335,849
SEC-reported price per share
$43.89
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • XJUN - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June is tracked under CUSIP 33740U844.
  • 76 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 72 to 76 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $100,919,958 to $112,151,976.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 76 institutions filings for Q1 2026.

Open SEC evidence

Security key

33740U844

Latest holder period

Q1 2026

13F holders

76

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
XJUN
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 31 Mar 2026, 76 institutional investors reported holding 2,609,544 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (XJUN). This represents 78% of the company’s total 3,335,849 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
67%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Cetera Investment Advisers 10% 349,887 +34% 0.02% $15,031,985
OSAIC HOLDINGS, INC. 9.5% 316,615 -5.4% 0.02% $13,602,079
Kestra Advisory Services, LLC 8.6% 286,224 -3.5% 0.05% $12,296,871
ENVESTNET ASSET MANAGEMENT INC 7.7% 256,404 +555% 0% $11,015,731
COMMONWEALTH EQUITY SERVICES, LLC 7.2% 240,653 -7% 0.01% $10,339,040
Legacy Edge Advisors, LLC 4.5% 151,441 -7.7% 0.68% $6,506,269
Mutual Advisors, LLC 2.9% 96,100 -0.31% 0.09% $4,128,687
U.S. Capital Wealth Advisors, LLC 2.1% 71,434 +12% 0.08% $3,068,976
LPL Financial LLC 1.6% 52,584 -7% 0% $2,259,134
OLD MISSION CAPITAL LLC 1.3% 44,134 -9.7% 0.04% $1,896,102
Waverly Advisors, LLC 1.3% 42,770 -4.4% 0.01% $1,837,502
HARBOUR INVESTMENTS, INC. 0.88% 29,448 -1.2% 0.02% $1,265,157
WEALTHGARDEN F.S. LLC 0.82% 27,236 -0.09% 0.8% $1,170,140
Signal Advisors Wealth, LLC 0.79% 26,260 0.08% $1,128,193
First Heartland Consultants, Inc. 0.77% 25,563 -0.07% 0.08% $1,098,248
DIVERSIFY WEALTH MANAGEMENT, LLC 0.76% 25,499 0.02% $1,121,701
Mariner, LLC 0.75% 25,099 -2.3% 0% $1,078,313
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.7% 23,361 -0.73% 0.14% $1,003,645
CreativeOne Wealth, LLC 0.64% 21,486 0.02% $923,090
VestGen Investment Management 0.63% 20,947 0.5% $899,933
IFP Advisors, Inc 0.62% 20,805 +165% 0.02% $893,833
Steward Partners Investment Advisory, LLC 0.61% 20,205 -9.4% 0% $868,055
Cambridge Investment Research Advisors, Inc. 0.6% 20,168 +0.41% 0% $866,000
VestGen Advisors, LLC 0.59% 19,520 0.03% $861,418
CARY STREET PARTNERS FINANCIAL LLC 0.57% 18,979 0% 0.02% $815,383

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
19
Latest
Q1 2026
Rows shown
1-19 of 19
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,609,544 $112,151,976 +$10,947,907 $42.96 76
2025 Q4 2,350,951 $100,919,958 -$252,404 $42.95 72
2025 Q3 2,331,552 $98,163,993 +$4,624,368 $42.20 67
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
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