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

Historical Holders from Q3 2020 to Q4 2025

Type / Class
Equity / FT Vest U.S. Equity Deep Buffer ETF - July
Symbol
DJUL
Shares outstanding
8,699,928
Price per share
$47.57
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,057,688
Total reported value
$189,337,481
% of total 13F portfolios
0%
Share change
-4,692
Value change
+$1,007,168
Number of holders
111
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 30% -4.9% $123,497,909 +$7,066,588 2,644,778 +6.1% First Trust Portfolios L.P. 30 Sep 2025
As of 30 Sep 2025, First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (DJUL) has 111 institutional shareholders filing 13F forms. They hold 4,057,688 shares. of 8,699,928 outstanding shares (47%) .

Top 25 institutional shareholders own 37% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
OGOREK ANTHONY JOSEPH /NY/ /ADV 7.9% 685,737 -1.2% 9.2% $32,020,000
OSAIC HOLDINGS, INC. 3.1% 267,255 +9.6% 0.02% $12,314,849
RAYMOND JAMES FINANCIAL INC 2.8% 245,579 -0.85% 0% $11,467,311
ENVESTNET ASSET MANAGEMENT INC 2% 175,983 +5.1% 0% $8,217,526
Ignite Planners, LLC 1.8% 159,987 -2.7% 1.2% $7,470,595
Commonwealth Financial Services, LLC 1.7% 147,972 -0.67% 1.2% $6,909,553
TRUIST FINANCIAL CORP 1.6% 142,879 -4.5% 0.01% $6,671,735
REAP Financial Group, LLC 1.6% 140,358 -12% 1.4% $6,554,017
Ritter Daniher Financial Advisory LLC / DE 1.5% 127,316 1% $5,945,021
WINNOW WEALTH LLC 1.4% 124,116 4.6% $5,833,452
CWM, LLC 1.2% 108,732 +13% 0.02% $5,077,000
FOUNDERS FINANCIAL SECURITIES LLC 1.2% 105,227 +41% 0.33% $4,903,455
Kestra Advisory Services, LLC 1.1% 94,815 +3.3% 0.02% $4,427,386
Cetera Investment Advisers 0.99% 86,546 +5.3% 0% $4,041,265
Cambridge Investment Research Advisors, Inc. 0.93% 81,218 +63% 0.01% $3,792,000
LifeWealth Investments, LLC 0.88% 76,907 -6.6% 1% $3,591,172
LPL Financial LLC 0.83% 72,485 +49% 0% $3,384,687
Wood Tarver Financial Group, LLC 0.76% 66,259 +53% 0.91% $3,093,000
Comprehensive Financial Consultants Institutional, Inc. 0.72% 62,684 0.91% $2,927,029
COMMONWEALTH EQUITY SERVICES, LLC 0.67% 58,700 -6.5% 0% $2,741,000
Hartford Financial Management Inc. 0.57% 49,766 -66% 0.62% $2,323,824
Uniting Wealth Partners, LLC 0.49% 42,684 0.47% $1,993,129
Ameritas Advisory Services, LLC 0.45% 38,941 +53% 0.12% $1,818,350
Spire Wealth Management 0.44% 37,966 -13% 0.06% $1,772,822
SMART Wealth LLC 0.34% 29,826 -6.7% 0.53% $1,392,726

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 Investors
2025 Q4 158,650 $7,545,964 -$7,723,505 $47.57 5
2025 Q3 4,057,688 $189,337,481 +$1,007,168 $46.70 111
2025 Q2 4,470,077 $198,647,327 +$3,832,725 $44.42 101
2025 Q1 4,488,914 $183,626,451 -$23,644,678 $40.90 104
2024 Q4 5,257,899 $220,649,796 -$4,575,236 $41.98 109
2024 Q3 4,785,266 $198,033,953 +$66,004,533 $41.41 101
2024 Q2 3,121,329 $124,283,485 -$67,653,548 $39.80 76
2024 Q1 4,903,154 $189,177,633 -$109,747,814 $38.68 83
2023 Q4 88,955 $3,246,787 -$2,313,319 $36.50 3
2023 Q3 6,330,172 $214,995,841 +$177,987,342 $33.97 79
2023 Q2 874,944 $30,330,958 -$37,015,685 $34.70 47
2023 Q1 1,949,022 $63,041,920 +$10,671,889 $32.34 51
2022 Q4 1,628,209 $50,367,118 +$9,585,773 $30.91 48
2022 Q3 1,321,745 $39,292,678 +$18,902,868 $29.65 40
2022 Q2 650,606 $19,962,899 +$3,253,273 $30.67 31
2022 Q1 527,938 $17,635,771 -$84,825 $33.45 31
2021 Q4 522,717 $17,582,495 -$2,076,383 $33.69 31
2021 Q3 570,681 $18,671,243 +$11,525,588 $32.64 27
2021 Q2 209,244 $6,818,000 -$1,270,853 $32.54 12
2021 Q1 234,702 $7,561,000 -$3,737,921 $32.25 11
2020 Q4 357,351 $11,335,000 +$996,899 $31.73 14
2020 Q3 321,171 $9,857,000 +$9,112,999 $30.69 12