First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Max Buffer ETF - January
Symbol
JANM
Shares outstanding
750,238
Price per share
$33.13
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
327,575
Total reported value
$10,813,692
% of total 13F portfolios
0%
Share change
-293,976
Value change
-$9,661,036
Number of holders
20
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 Max Buffer ETF - January (JANM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 11% $2,605,314 78,925 First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 20 institutional investors reported holding 327,575 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM). This represents 44% of the company’s total 750,238 outstanding shares.

Top 24 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM) together control 44% 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
PRECEDENT WEALTH PARTNERS, LLC 11% 82,562 -0.17% 0.57% $2,725,372
Apollon Wealth Management, LLC 10% 78,368 -0.77% 0.04% $2,586,928
COMMONWEALTH EQUITY SERVICES, LLC 5.4% 40,502 -85% 0% $1,336,970
Cetera Investment Advisers 3.1% 23,142 -9.7% 0% $763,917
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.3% 17,100 +147% 0% $564,471
Legacy Capital Wealth Partners, LLC 2% 15,015 0% 0.11% $495,645
Kestra Advisory Services, LLC 2% 14,807 0% 0% $488,779
ENVESTNET ASSET MANAGEMENT INC 1.1% 8,188 +8.1% 0% $270,286
NewEdge Advisors, LLC 1.1% 8,017 0% 0% $264,641
JPMORGAN CHASE & CO 0.96% 7,234 -7.9% 0% $238,794
Americana Partners, LLC 0.94% 7,043 -6% 0.01% $232,489
Cambridge Investment Research Advisors, Inc. 0.86% 6,450 -0.75% 0% $213,000
CWM, LLC 0.83% 6,260 -0.48% 0% $207,000
BARCLAYS PLC 0.79% 5,962 -4.1% 0% $196,806
Noble Wealth Management PBC 0.45% 3,400 0% 0.06% $112,234
OSAIC HOLDINGS, INC. 0.31% 2,348 -67% 0% $77,507
UBS Group AG 0.09% 683 0% $22,546
Capital Investment Advisory Services, LLC 0.03% 250 0% 0% $8,253
Farther Finance Advisors, LLC 0.02% 144 0% $4,753
WOLFF WIESE MAGANA LLC 0.01% 100 0% 0% $3,301
OLD MISSION CAPITAL LLC 0% 0 -100% $0
LPL Financial LLC 0% 0 -100% $0
PRINCIPAL SECURITIES, INC. 0% 0 -100% $0
CITADEL ADVISORS LLC 0% 0 -100% $0

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 327,575 $10,813,692 -$9,661,036 $33.01 20
2025 Q3 632,909 $20,522,983 -$4,534,134 $32.43 23
2025 Q2 775,070 $24,597,839 +$9,274,247 $31.74 21
2025 Q1 483,613 $14,886,330 +$14,886,330 $30.78 21