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 100 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
270,719
shares
|
$11.9 Million
2.7% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
266,531
shares
|
$11.7 Million
4.44% of portfolio
|
Q3 2025
Added 57.49%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
256,370
shares
|
$11.3 Million
0.86% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
176,707
shares
|
$7.79 Million
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
155,028
shares
|
$6.83 Million
0.03% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
122,605
shares
|
$5.4 Million
0.01% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
122,163
shares
|
$5.38 Million
0.02% of portfolio
|
Q3 2025
Added 34.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
121,425
shares
|
$5.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
93,244
shares
|
$4.11 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
90,915
shares
|
$4.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
90,567
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
70,981
shares
|
$3.13 Million
0.93% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
60,101
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
59,596
shares
|
$2.63 Million
0.76% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
56,704
shares
|
$2.5 Million
0.71% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
55,376
shares
|
$2.44 Million
0.18% of portfolio
|
Q3 2025
Added 41.7%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
53,770
shares
|
$2.37 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
50,010
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
39,434
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
38,669
shares
|
$1.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
37,847
shares
|
$1.67 Million
0.3% of portfolio
|
Q3 2025
Added 21.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
36,665
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,218
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 242.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,402
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
27,750
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|