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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

74

Shares (Excl. Options)

2,397,294

Price

$44.43

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-210,333
Value change
-$9,162,323
Number of holders
74
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
3,085,455
SEC-reported price per share
$45.21
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.
  • 74 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 79 to 74 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $115,105,512 to $106,506,355.

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 74 institutions filings for Q2 2026.

Open SEC evidence

Security key

33740U844

Latest holder period

Q2 2026

13F holders

74

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 0.88% +35% $1,203,105 +$419,704 27,152 +54% First Trust Portfolios L.P. 30 Jun 2026

As of 30 Jun 2026, 74 institutional investors reported holding 2,397,294 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 3,085,455 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
OSAIC HOLDINGS, INC. 11% 326,330 +3.1% 0.02% $14,498,825
Kestra Advisory Services, LLC 7.9% 245,183 -14% 0.04% $10,893,482
COMMONWEALTH EQUITY SERVICES, LLC 7.9% 243,520 +1.2% 0.01% $10,819,600
Cetera Investment Advisers 7.5% 230,243 -34% 0.01% $10,229,696
Legacy Edge Advisors, LLC 5.4% 165,940 +9.6% 0.68% $7,372,714
Sequent Planning LLC 3.6% 109,970 +480% 1% $4,885,967
Mutual Advisors, LLC 3% 92,180 -4.1% 0.08% $4,095,557
LM Advisors LLC 3% 92,063 +2200% 0.51% $4,089,000
Arax Advisory Partners 2.3% 72,486 0.02% $3,220,553
LPL Financial LLC 1.6% 49,507 -5.9% 0% $2,199,596
OLD MISSION CAPITAL LLC 1.4% 42,732 -3.2% 0.05% $1,898,582
Waverly Advisors, LLC 1.4% 42,220 -1.3% 0.01% $1,875,835
Bullseye Investment Management, LLC 1.3% 41,504 -2.1% 0.91% $1,844,023
ENVESTNET ASSET MANAGEMENT INC 1.2% 36,725 -86% 0% $1,631,692
Mariner, LLC 0.88% 27,267 +8.6% 0% $1,211,473
WEALTHGARDEN F.S. LLC 0.88% 27,223 -0.05% 0.69% $1,209,535
HARBOUR INVESTMENTS, INC. 0.86% 26,495 -10% 0.02% $1,177,173
First Heartland Consultants, Inc. 0.83% 25,522 -0.16% 0.07% $1,133,942
DIVERSIFY WEALTH MANAGEMENT, LLC 0.81% 25,088 -1.6% 0.02% $1,112,151
Diversify Advisory Services, LLC 0.81% 25,088 0.02% $1,112,151
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.75% 23,011 -1.5% 0.13% $1,022,379
JANE STREET GROUP, LLC 0.73% 22,389 0% $994,743
Cambridge Investment Research Advisors, Inc. 0.7% 21,466 +6.4% 0% $954,000
Steward Partners Investment Advisory, LLC 0.64% 19,705 -2.5% 0% $875,493
MIRAMONTES CAPITAL, LLC 0.64% 19,605 0% 0.27% $871,050

Quarter history

Institutional holders across reporting periods

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

Periods
20
Latest
Q2 2026
Rows shown
1-20 of 20
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 2,397,294 $106,506,355 -$9,162,323 $44.43 74
2026 Q1 2,678,291 $115,105,512 +$10,980,730 $42.96 79
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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