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

Historical Holders 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
$33.01
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
632,909
Total reported value
$20,522,983
% of total 13F portfolios
0%
Share change
-142,161
Value change
-$4,534,136
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
23
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 30 Sep 2025, First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January (JANM) has 23 institutional shareholders filing 13F forms. They hold 632,909 shares. of 750,238 outstanding shares (84%) .

Top 24 institutional shareholders own 84% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
COMMONWEALTH EQUITY SERVICES, LLC 35% 262,819 -13% 0.01% $8,522,000
PRECEDENT WEALTH PARTNERS, LLC 11% 82,700 -1.2% 0.59% $2,681,663
Apollon Wealth Management, LLC 11% 78,975 -1.9% 0.05% $2,560,875
OLD MISSION CAPITAL LLC 5.8% 43,438 +257% 0.05% $1,408,537
Cetera Investment Advisers 3.4% 25,632 -15% 0% $831,153
LPL Financial LLC 2.2% 16,523 +5.3% 0% $535,781
Legacy Capital Wealth Partners, LLC 2% 15,015 0% 0.11% $486,882
Kestra Advisory Services, LLC 2% 14,807 0% 0% $480,138
CITADEL ADVISORS LLC 1.8% 13,551 0% $439,410
Creekmur Asset Management LLC 1.5% 11,358 -6.6% 0.06% $368,299
NewEdge Advisors, LLC 1.1% 8,017 0% 0% $259,962
JPMORGAN CHASE & CO 1% 7,858 0% 0% $254,807
ENVESTNET ASSET MANAGEMENT INC 1% 7,571 -7.1% 0% $245,500
Americana Partners, LLC 1% 7,495 0.01% $243,036
OSAIC HOLDINGS, INC. 0.95% 7,121 -31% 0% $230,908
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.92% 6,922 -84% 0% $224,456
Cambridge Investment Research Advisors, Inc. 0.87% 6,499 -9.5% 0% $211,000
CWM, LLC 0.84% 6,290 -0.16% 0% $204,000
BARCLAYS PLC 0.83% 6,218 +30% 0% $201,627
Noble Wealth Management PBC 0.45% 3,400 0.06% $110,250
PRINCIPAL SECURITIES, INC. 0.05% 350 0% 0% $11,349
Capital Investment Advisory Services, LLC 0.03% 250 0% 0% $8,107
WOLFF WIESE MAGANA LLC 0.01% 100 0% 0% $3,243
Atria Investments, Inc 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 (% of par) Investors
2025 Q4 85,962 $2,837,606 -$4,555 3,301% 2
2025 Q3 632,909 $20,522,983 -$4,534,136 3,242.64% 23
2025 Q2 775,070 $24,597,839 +$9,274,250 3,173.53% 21
2025 Q1 483,613 $14,886,330 +$14,886,328 3,078.09% 21