| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 49% | +4.1% | $285,841,404 | +$12,875,544 | 8,977,572 | +4.7% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Dec 2025, 107 institutional investors reported holding 6,520,306 shares of First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100(R) Buffer ETF - June (QJUN). This represents 36% of the company’s total 18,299,168 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100(R) Buffer ETF - June (QJUN) together control 29% 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 |
|---|---|---|---|---|---|
| Ferguson Shapiro LLC | 5.4% | 989,937 | -68% | 9.7% | $31,519,099 |
| Modern Wealth Management, LLC | 2.4% | 430,531 | +1.2% | 0.25% | $13,707,903 |
| TRUIST FINANCIAL CORP | 2.1% | 386,042 | -2.3% | 0.02% | $12,291,384 |
| OSAIC HOLDINGS, INC. | 1.8% | 336,088 | -17% | 0.02% | $10,700,905 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.8% | 335,775 | -10% | 0.01% | $10,690,895 |
| Cetera Investment Advisers | 1.7% | 320,124 | -1.3% | 0.01% | $10,192,588 |
| LPL Financial LLC | 1.4% | 257,980 | -2.5% | 0% | $8,213,953 |
| Keystone Wealth Services, LLC | 1.2% | 225,469 | +233% | 1.6% | $7,233,022 |
| Kestra Advisory Services, LLC | 1.2% | 221,294 | -6.4% | 0.03% | $7,045,890 |
| RAYMOND JAMES FINANCIAL INC | 1% | 190,680 | -41% | 0% | $6,071,156 |
| Aptus Capital Advisors, LLC | 0.95% | 173,868 | -0.24% | 0.05% | $5,535,870 |
| Financial Guidance Group, Inc. | 0.93% | 170,034 | -0.25% | 2.2% | $5,413,798 |
| ENVESTNET ASSET MANAGEMENT INC | 0.82% | 149,191 | -2.7% | 0% | $4,750,167 |
| IFP Advisors, Inc | 0.77% | 140,459 | -1.7% | 0.1% | $4,472,144 |
| SMART Wealth LLC | 0.75% | 137,044 | -11% | 1.3% | $4,363,413 |
| Sequent Planning LLC | 0.7% | 127,942 | -4.9% | 1% | $4,073,609 |
| Cambridge Investment Research Advisors, Inc. | 0.64% | 117,852 | -6.5% | 0.01% | $3,752,000 |
| Steward Partners Investment Advisory, LLC | 0.59% | 108,294 | -0.83% | 0.02% | $3,448,027 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.57% | 103,847 | -0.36% | 0% | $3,318,961 |
| MML INVESTORS SERVICES, LLC | 0.55% | 101,472 | -13% | 0.01% | $3,230,818 |
| FWG Investments, LLC. | 0.48% | 87,246 | -6.5% | 1.8% | $2,777,869 |
| HARBOUR INVESTMENTS, INC. | 0.45% | 82,275 | -4.7% | 0.05% | $2,619,595 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 0.4% | 73,742 | -2.8% | 0.35% | $2,347,908 |
| HighTower Advisors, LLC | 0.36% | 65,139 | 0% | 0% | $2,073,993 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.33% | 60,817 | +1.6% | 0.03% | $1,936,383 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,520,306 | $207,682,976 | -$72,860,195 | $31.84 | 107 |
| 2025 Q3 | 8,852,668 | $275,068,287 | -$26,377,369 | $31.11 | 106 |
| 2025 Q2 | 9,766,604 | $288,778,584 | +$101,530,214 | $29.57 | 109 |
| 2025 Q1 | 6,408,507 | $169,568,507 | -$22,185,874 | $26.45 | 103 |
| 2024 Q4 | 7,225,109 | $202,561,868 | -$208,522,230 | $28.03 | 114 |
| 2024 Q3 | 14,766,571 | $444,010,885 | +$35,616,084 | $27.01 | 108 |
| 2024 Q2 | 6,546,315 | $173,003,855 | +$20,820,087 | $26.47 | 91 |
| 2024 Q1 | 5,752,399 | $146,672,690 | -$48,936,431 | $25.51 | 80 |
| 2023 Q4 | 7,513,591 | $181,048,349 | -$68,808,144 | $24.09 | 87 |
| 2023 Q3 | 10,400,671 | $227,529,601 | +$87,733,828 | $21.87 | 79 |
| 2023 Q2 | 6,388,747 | $142,214,072 | +$83,077,920 | $22.25 | 63 |
| 2023 Q1 | 2,671,584 | $54,437,771 | -$8,947,824 | $20.40 | 42 |
| 2022 Q4 | 3,101,055 | $55,248,699 | -$22,957,213 | $17.67 | 40 |
| 2022 Q3 | 4,072,257 | $71,487,347 | +$29,597,976 | $17.55 | 40 |
| 2022 Q2 | 2,383,084 | $42,716,068 | +$34,314,056 | $17.92 | 25 |
| 2022 Q1 | 566,572 | $11,812,184 | -$33,836 | $20.91 | 18 |
| 2021 Q4 | 575,207 | $12,294,514 | -$974,037 | $21.37 | 18 |
| 2021 Q3 | 620,697 | $12,654,948 | +$5,011,288 | $20.37 | 17 |
| 2021 Q2 | 374,931 | $7,586,000 | +$7,586,000 | $20.22 | 9 |