First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (XJUN) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
Symbol
XJUN
Shares outstanding
3,335,849
Price per share
$42.95
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,342,615
Total reported value
$100,561,932
% of total 13F portfolios
0%
Share change
-6,585
Value change
-$252,404
Number of holders
71
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 Enhance & Moderate Buffer ETF - June (XJUN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 0.53% -99% $707,023 -$17,642,188 17,680 -96% First Trust Portfolios L.P. 30 Jun 2025

As of 31 Dec 2025, 71 institutional investors reported holding 2,342,615 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (XJUN). This represents 70% of the company’s total 3,335,849 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (XJUN) together control 60% 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
OSAIC HOLDINGS, INC. 10% 334,612 -3% 0.02% $14,371,483
Kestra Advisory Services, LLC 8.9% 296,753 -0.18% 0.05% $12,745,364
Cetera Investment Advisers 7.8% 260,255 -6% 0.01% $11,177,796
COMMONWEALTH EQUITY SERVICES, LLC 7.8% 258,864 -4% 0.01% $11,118,060
Legacy Edge Advisors, LLC 4.9% 164,080 0% 0.77% $7,047,138
Mutual Advisors, LLC 2.9% 96,400 -0.17% 0.09% $4,140,322
U.S. Capital Wealth Advisors, LLC 1.9% 63,502 +9.2% 0.07% $2,727,373
LPL Financial LLC 1.7% 56,522 -5.1% 0% $2,427,586
OLD MISSION CAPITAL LLC 1.5% 48,856 +143% 0.08% $2,098,335
Waverly Advisors, LLC 1.3% 44,720 0.02% $1,920,697
ENVESTNET ASSET MANAGEMENT INC 1.2% 39,167 -11% 0% $1,682,199
HARBOUR INVESTMENTS, INC. 0.89% 29,804 -35% 0.03% $1,280,064
Diversify Advisory Services, LLC 0.85% 28,256 -1.1% 0.04% $1,218,122
WEALTHGARDEN F.S. LLC 0.82% 27,260 -0.21% 0.78% $1,176,836
Mariner, LLC 0.77% 25,701 -0.87% 0% $1,103,842
First Heartland Consultants, Inc. 0.77% 25,580 -4.8% 0.08% $1,098,646
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.71% 23,533 -3.6% 0.15% $1,010,728
Ashton Thomas Private Wealth, LLC 0.67% 22,426 +3.1% 0.02% $963,183
Steward Partners Investment Advisory, LLC 0.67% 22,303 -2.2% 0.01% $957,900
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.67% 22,258 +0.99% 0% $955,968
Sequent Planning LLC 0.65% 21,574 -2.1% 0.24% $926,590
Cambridge Investment Research Advisors, Inc. 0.6% 20,085 -1.4% 0% $863,000
CARY STREET PARTNERS FINANCIAL LLC 0.57% 18,979 -0.26% 0.02% $815,137
GOLDMAN SACHS GROUP INC 0.56% 18,678 0% $802,209
QTR Family Wealth, LLC 0.55% 18,239 -2% 0.35% $789,352

Institutional Holders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (XJUN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,342,615 $100,561,932 -$252,404 $42.95 71
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