Institutional Ownership First Tr ETF Viii Ft Cboe Vest (DNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (DNOV). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 4.27 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
8,330
shares
|
$363,188
0.46% of portfolio
|
Q1 2025
Added 36.56%
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
7,828
shares
|
$341,300
0.12% of portfolio
|
Q1 2025
Added 1.43%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,670
shares
|
$334,412
0.01% of portfolio
|
Q4 2024
New holding
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
7,654
shares
|
$333,714
0.38% of portfolio
|
Q3 2022
Reduced 5.28%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
7,540
shares
|
$328,744
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
7,315
shares
|
$318,934
0.05% of portfolio
|
Q1 2023
New holding
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
7,054
shares
|
$307,554
0.0% of portfolio
|
Q1 2025
Reduced 80.09%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,988
shares
|
$304,676
0.0% of portfolio
|
Q1 2025
Reduced 32.23%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
6,896
shares
|
$300,665
0.02% of portfolio
|
Q4 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6,700
shares
|
$292,120
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,650
shares
|
$289,940
0.0% of portfolio
|
Q1 2025
Added 9.02%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
6,578
shares
|
$286,800
0.06% of portfolio
|
Q4 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
6,167
shares
|
$268,881
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,414
shares
|
$236,050
0.02% of portfolio
|
Q4 2024
Reduced 52.68%
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
5,318
shares
|
$231,864
0.19% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
5,216
shares
|
$227,417
0.03% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,103
shares
|
$222,490
0.0% of portfolio
|
Q3 2024
Reduced 31.85%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
4,968
shares
|
$216,604
0.16% of portfolio
|
Q4 2024
New holding
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
4,915
shares
|
$214,294
0.04% of portfolio
|
Q4 2024
Added 2.16%
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,462
shares
|
$150,943
0.0% of portfolio
|
Q1 2025
Added 1924.56%
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
3,280
shares
|
$143,008
0.02% of portfolio
|
Q4 2024
Added 184.97%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,165
shares
|
$137,994
0.18% of portfolio
|
Q3 2022
Added 51.44%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,000
shares
|
$130,800
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,975
shares
|
$129,710
0.03% of portfolio
|
Q4 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,650
shares
|
$115,540
0.0% of portfolio
|
Q4 2024
Added 130.43%
|