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

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Buffer ETF - January
Symbol
FJAN
Shares outstanding
22,276,091
Price per share
$51.75
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,008,338
Total reported value
$351,270,395
% of total 13F portfolios
0%
Share change
-516,225
Value change
-$25,490,605
Number of holders
139
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 Buffer ETF - January (FJAN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 60% +4.6% $675,045,532 +$28,391,335 13,459,214 +4.4% First Trust Portfolios L.P. 30 Sep 2025

As of 30 Sep 2025, 139 institutional investors reported holding 7,008,338 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January (FJAN). This represents 31% of the company’s total 22,276,091 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January (FJAN) together control 24% 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
ENVESTNET ASSET MANAGEMENT INC 3.9% 865,980 +4.7% 0.01% $43,433,115
RAYMOND JAMES FINANCIAL INC 2.6% 576,415 -1.1% 0.01% $28,910,037
STEPHENS INC /AR/ 2.4% 531,203 -0.73% 0.34% $26,642,433
Cetera Investment Advisers 2.1% 473,470 +1.5% 0.03% $23,746,841
Brookstone Capital Management 1.6% 357,733 -4.2% 0.21% $17,942,052
Janney Montgomery Scott LLC 1.1% 247,365 +1.5% 0.03% $12,407,000
LPL Financial LLC 1% 232,783 +11% 0% $11,675,207
ASSETMARK, INC 0.99% 219,976 +14% 0.02% $11,032,874
COMMONWEALTH EQUITY SERVICES, LLC 0.92% 205,278 -11% 0.01% $10,296,000
OSAIC HOLDINGS, INC. 0.87% 194,396 +0.44% 0.01% $9,666,651
MML INVESTORS SERVICES, LLC 0.79% 176,673 +1.4% 0.02% $8,861,017
U.S. Capital Wealth Advisors, LLC 0.71% 158,146 +1.6% 0.21% $7,931,797
SMART Wealth LLC 0.56% 124,623 -13% 2.4% $6,250,447
Cambridge Investment Research Advisors, Inc. 0.55% 123,485 -40% 0.02% $6,193,000
Atria Investments, Inc 0.54% 120,399 +170% 0.07% $6,038,600
CWM, LLC 0.47% 104,621 -3.6% 0.02% $5,247,000
Kestra Advisory Services, LLC 0.44% 97,043 -6.9% 0.02% $4,867,182
BAM Wealth Management, LLC 0.4% 89,308 0% 3.5% $4,479,234
Synergy Asset Management, LLC 0.38% 84,971 +203% 0.15% $4,115,816
REAP Financial Group, LLC 0.35% 77,040 -6.1% 0.84% $3,863,933
Bleakley Financial Group, LLC 0.35% 76,900 -3.3% 0.09% $3,856,912
Plotkin Financial Advisors, LLC 0.34% 75,808 -0.21% 1.9% $3,802,142
Anfield Capital Management, LLC 0.32% 71,583 -3.7% 1.1% $3,590,238
1776 Wealth LLC 0.26% 57,961 +3.7% 1.1% $2,907,028
CreativeOne Wealth, LLC 0.26% 57,938 -55% 0.07% $2,905,874

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 235,435 $12,190,438 -$9,863,439 $51.75 8
2025 Q3 7,008,338 $351,270,395 -$25,490,605 $50.15 139
2025 Q2 7,735,481 $367,671,361 +$21,762,520 $47.55 142
2025 Q1 7,271,330 $322,470,968 +$104,953,246 $44.35 145
2024 Q4 4,872,353 $223,746,205 -$38,288,756 $45.90 118
2024 Q3 5,629,896 $251,605,071 -$50,410,716 $44.72 116
2024 Q2 6,693,959 $290,617,067 -$44,327,477 $43.41 120
2024 Q1 7,775,591 $326,410,288 +$161,118,385 $41.98 116
2023 Q4 52,170 $2,077,941 -$1,468,541 $39.83 2
2023 Q3 3,947,218 $143,685,049 -$2,588,914 $36.50 77
2023 Q2 4,004,100 $148,722,620 -$7,831,062 $37.19 76
2023 Q1 4,222,991 $147,457,185 +$100,220,436 $34.88 80
2022 Q4 1,431,963 $46,687,333 -$1,476,302 $32.74 55
2022 Q3 1,509,635 $46,105,491 -$4,351,539 $30.54 50
2022 Q2 1,654,605 $51,671,499 -$6,527,917 $31.26 57
2022 Q1 1,767,778 $61,211,379 -$9,285,734 $34.89 51
2021 Q4 1,995,680 $68,039,200 -$588,065 $34.09 31
2021 Q3 1,993,378 $65,823,394 +$6,380,925 $33.02 25
2021 Q2 1,794,225 $58,850,194 -$9,166,479 $32.80 31
2021 Q1 2,072,997 $65,054,563 +$63,295,557 $31.37 33
2020 Q4 2,388 $78,000 $0 $32.66 1
2020 Q3 2,388 $78,000 $0 $32.66 1
2020 Q2 2,388 $78,000 $0 $32.66 1
2020 Q1 2,388 $78,000 $0 $32.66 1
2019 Q4 2,388 $78,000 $0 $32.66 1
2019 Q3 2,388 $78,000 $0 $32.66 1
2019 Q2 2,388 $78,000 $0 $32.66 1
2019 Q1 2,388 $78,000 $0 $32.66 1