Institutional Ownership First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DSEP). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $99.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
171,510
shares
|
$7.06 Million
0.0% of portfolio
|
Q3 2024
Added 26.91%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
170,646
shares
|
$7.02 Million
3.13% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
161,424
shares
|
$6.64 Million
0.04% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
130,562
shares
|
$5.37 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
96,893
shares
|
$3.99 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
94,107
shares
|
$3.87 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
89,450
shares
|
$3.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
88,014
shares
|
$3.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
75,428
shares
|
$3.1 Million
0.35% of portfolio
|
Q4 2024
Added 29.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
72,367
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
70,981
shares
|
$2.92 Million
0.92% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
62,725
shares
|
$2.58 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
61,953
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
60,092
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
57,392
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 283.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
56,277
shares
|
$2.32 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
54,916
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
46,167
shares
|
$1.9 Million
0.5% of portfolio
|
Q4 2024
Added 45.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
43,407
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
35,397
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Added 40.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,218
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 242.81%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
32,097
shares
|
$1.32 Million
0.3% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
32,052
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Added 135.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,857
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,834
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.63%
|