| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 0.2% | -99% | $83,295 | -$18,338,915 | 2,261 | -100% | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 31 Dec 2025, 43 institutional investors reported holding 916,330 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL). This represents 50% of the company’s total 1,850,018 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL) together control 46% 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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 7.3% | 135,709 | -2.6% | 0.01% | $5,304,420 |
| OSAIC HOLDINGS, INC. | 6.7% | 123,986 | +0.43% | 0.01% | $4,846,442 |
| Advisory Services Network, LLC | 3.1% | 57,482 | +0.01% | 0.03% | $2,246,795 |
| CROSSPOINT FINANCIAL, LLC | 2.9% | 54,000 | -0.37% | 5% | $2,110,683 |
| Kestra Advisory Services, LLC | 2.7% | 50,419 | -4.8% | 0.01% | $1,970,712 |
| Cetera Investment Advisers | 2.1% | 39,396 | -0.51% | 0% | $1,539,860 |
| Diligent Investors, LLC | 2% | 36,337 | -5.7% | 0.35% | $1,420,293 |
| ENVESTNET ASSET MANAGEMENT INC | 1.9% | 34,924 | +8.8% | 0% | $1,365,064 |
| World Investment Advisors | 1.8% | 33,796 | 0.03% | $1,320,976 | |
| Griffith & Werner, Inc. | 1.6% | 29,850 | 0% | 0.59% | $1,166,738 |
| Mariner, LLC | 1.6% | 29,559 | +6.6% | 0% | $1,155,364 |
| Ashton Thomas Private Wealth, LLC | 1.4% | 26,211 | 0% | 0.03% | $1,024,501 |
| CITADEL ADVISORS LLC | 1.3% | 23,407 | 0% | $914,902 | |
| OLD MISSION CAPITAL LLC | 1.2% | 21,378 | 0.03% | $835,595 | |
| CreativeOne Wealth, LLC | 1.1% | 20,606 | 0% | 0.02% | $805,421 |
| LPL Financial LLC | 1% | 19,204 | -23% | 0% | $750,621 |
| Steward Partners Investment Advisory, LLC | 1% | 18,650 | -1.6% | 0% | $728,967 |
| Aurora Private Wealth, Inc. | 0.91% | 16,914 | +99% | 0.43% | $655,000 |
| SILVER OAK SECURITIES, INCORPORATED | 0.87% | 16,102 | +8.3% | 0.04% | $630,221 |
| Sequent Planning LLC | 0.76% | 14,141 | -6.8% | 0.14% | $552,725 |
| Bouchey Financial Group Ltd | 0.56% | 10,287 | -0.97% | 0.03% | $402,085 |
| PFS Partners, LLC | 0.52% | 9,706 | -0.61% | 0.17% | $379,376 |
| Keel Point, LLC | 0.52% | 9,636 | 0% | 0.02% | $376,639 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.51% | 9,417 | -59% | 0% | $368,079 |
| Chicago Partners Investment Group LLC | 0.48% | 8,957 | 0% | 0.01% | $351,849 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 916,330 | $35,813,466 | +$2,372,775 | $39.09 | 43 |
| 2025 Q3 | 908,551 | $34,776,336 | +$5,298,758 | $38.36 | 38 |
| 2025 Q2 | 757,370 | $28,144,908 | -$15,377,938 | $37.16 | 37 |
| 2025 Q1 | 1,204,394 | $42,522,037 | +$3,653,216 | $35.31 | 40 |
| 2024 Q4 | 1,100,672 | $39,055,613 | +$3,009,961 | $35.47 | 43 |
| 2024 Q3 | 997,468 | $34,877,279 | +$9,323,389 | $34.94 | 37 |
| 2024 Q2 | 733,199 | $24,830,916 | -$8,870,390 | $33.86 | 28 |
| 2024 Q1 | 998,321 | $33,197,777 | -$5,296,365 | $33.25 | 33 |
| 2023 Q4 | 1,133,835 | $36,375,550 | +$6,118,832 | $32.08 | 36 |
| 2023 Q3 | 921,340 | $27,774,316 | +$27,774,316 | $30.15 | 30 |
| 2022 Q4 | 0 | $0 | -$895,907 | $39.27 | 0 |
| 2022 Q3 | 29,715 | $895,907 | +$895,907 | $30.15 | 1 |