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 66 institutions that hold shares in the stock, with a total of 1.45 Million shares, which have been reported (via 13F filing form) to have a value of $57.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
138,281
shares
|
$5.48 Million
0.03% of portfolio
|
Q2 2024
Reduced 20.32%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
135,143
shares
|
$5.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
88,618
shares
|
$3.51 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
77,299
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
76,476
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
67,722
shares
|
$2.69 Million
0.92% of portfolio
|
Q4 2023
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
55,021
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.28%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
53,676
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
53,446
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.01%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
52,754
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 22.43%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
40,858
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
39,816
shares
|
$1.58 Million
0.4% of portfolio
|
Q4 2023
Added 7.25%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
32,969
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
29,647
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Prosperity Consulting Group, LLC
|
Aug 08, 2024 Q2 2024 |
29,072
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
27,834
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
27,814
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.78%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
25,256
shares
|
$1 Million
0.03% of portfolio
|
Q2 2024
Reduced 20.16%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
24,653
shares
|
$977,737
0.03% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 22, 2024 Q2 2024 |
18,158
shares
|
$720,146
1.55% of portfolio
|
Q2 2024
Reduced 41.55%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
18,106
shares
|
$718,083
0.12% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Aug 09, 2024 Q2 2024 |
16,934
shares
|
$671,602
0.04% of portfolio
|
Q4 2022
Added 20.53%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
16,500
shares
|
$654,390
0.02% of portfolio
|
Q3 2023
Reduced 16.24%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
15,601
shares
|
$618,735
0.07% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
15,052
shares
|
$596,962
0.0% of portfolio
|
Q2 2024
Reduced 12.53%
|