First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (DJUL) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2020 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Deep Buffer ETF - July
Symbol
DJUL
Shares outstanding
8,274,213
Price per share
$47.83
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,808,708
Total reported value
$181,236,659
% of total 13F portfolios
0%
Share change
-532,515
Value change
-$25,274,642
Number of holders
112
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 Deep Buffer ETF - July (DJUL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 34% +13% $135,557,327 +$9,745,238 2,849,639 +7.7% First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 112 institutional investors reported holding 3,808,708 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (DJUL). This represents 46% of the company’s total 8,274,213 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (DJUL) together control 36% 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
OGOREK ANTHONY JOSEPH /NY/ /ADV 7.7% 635,714 -7.3% 8.3% $30,240,000
RAYMOND JAMES FINANCIAL INC 2.9% 241,243 -1.8% 0% $11,475,929
ENVESTNET ASSET MANAGEMENT INC 2.3% 194,395 +10% 0% $9,247,370
OSAIC HOLDINGS, INC. 1.8% 152,738 -43% 0.01% $7,265,682
Commonwealth Financial Services, LLC 1.8% 147,614 -0.24% 1.2% $7,021,998
Ignite Planners, LLC 1.7% 142,861 -11% 1% $6,845,042
TRUIST FINANCIAL CORP 1.7% 141,714 -0.82% 0.01% $6,741,335
Ritter Daniher Financial Advisory LLC / DE 1.5% 120,134 -5.6% 0.96% $5,714,775
WINNOW WEALTH LLC 1.4% 116,203 -6.4% 4.1% $5,577,744
FOUNDERS FINANCIAL SECURITIES LLC 1.4% 115,217 +9.5% 0.32% $5,467,797
Foguth Wealth Management, LLC. 1.4% 113,854 -58% 0.84% $5,412,630
REAP Financial Group, LLC 1.3% 109,046 -22% 1.1% $5,187,323
CWM, LLC 1.1% 94,858 -13% 0.01% $4,512,000
Kestra Advisory Services, LLC 1.1% 94,168 -0.68% 0.02% $4,479,572
Cetera Investment Advisers 1.1% 89,639 +3.6% 0% $4,264,127
Cambridge Investment Research Advisors, Inc. 0.97% 80,343 -1.1% 0.01% $3,822,000
LPL Financial LLC 0.92% 76,287 +5.2% 0% $3,628,973
LifeWealth Investments, LLC 0.88% 73,159 -4.9% 1.1% $3,480,174
Comprehensive Financial Consultants Institutional, Inc. 0.73% 60,058 -4.2% 0.86% $2,856,959
Wood Tarver Financial Group, LLC 0.71% 59,146 -11% 0.79% $2,813,000
COMMONWEALTH EQUITY SERVICES, LLC 0.46% 38,107 -35% 0% $1,812,730
Spire Wealth Management 0.46% 37,966 0% 0.06% $1,806,043
SMART Wealth LLC 0.33% 27,411 -8.1% 0.4% $1,303,941
Hartford Financial Management Inc. 0.33% 27,232 -45% 0.34% $1,295,427
HARBOUR INVESTMENTS, INC. 0.33% 27,229 +3.6% 0.03% $1,295,284

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (DJUL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,808,708 $181,236,659 -$25,274,642 $47.57 112
2025 Q3 4,057,688 $189,337,481 +$802,220 $46.70 111
2025 Q2 4,470,077 $198,647,327 +$3,832,720 $44.42 101
2025 Q1 4,488,914 $183,626,451 -$23,644,668 $40.90 104
2024 Q4 5,068,015 $212,969,637 -$18,890,291 $41.98 111
2024 Q3 4,792,086 $198,316,530 +$65,622,145 $41.41 102
2024 Q2 3,206,555 $127,675,172 -$67,893,659 $39.80 79
2024 Q1 4,922,161 $189,912,824 -$109,826,787 $38.68 85
2023 Q4 7,792,698 $284,684,588 +$50,833,910 $36.50 100
2023 Q3 6,409,403 $217,687,318 +$181,130,264 $33.97 82
2023 Q2 939,734 $32,579,120 -$38,334,213 $34.70 49
2023 Q1 2,051,811 $66,366,116 +$10,210,722 $32.34 53
2022 Q4 1,747,068 $54,041,050 +$9,585,754 $30.91 50
2022 Q3 1,322,445 $39,313,433 +$19,286,739 $29.65 41
2022 Q2 651,306 $19,984,374 +$3,623,425 $30.67 32
2022 Q1 528,638 $17,659,186 -$74,143 $33.45 32
2021 Q4 523,417 $17,606,085 -$2,076,381 $33.69 32
2021 Q3 571,381 $18,694,089 +$11,525,587 $32.64 28
2021 Q2 209,944 $6,840,771 -$1,270,853 $32.54 13
2021 Q1 235,402 $7,583,575 -$3,737,920 $32.25 12
2020 Q4 358,051 $11,357,217 +$996,899 $31.74 15
2020 Q3 321,871 $9,878,478 +$9,134,478 $30.68 13