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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
26,638
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
25,271
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
25,258
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
24,870
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,060
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
21,238
shares
|
$936,171
0.01% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,484
shares
|
$858,854
0.0% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
19,236
shares
|
$847,922
0.46% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
17,963
shares
|
$791,809
0.56% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
17,398
shares
|
$766,903
0.07% of portfolio
|
Q3 2025
Reduced 55.15%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
16,934
shares
|
$746,450
0.04% of portfolio
|
Q4 2022
Added 20.53%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
16,571
shares
|
$730,449
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
16,324
shares
|
$719,561
0.1% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
16,052
shares
|
$707,572
0.03% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
15,194
shares
|
$669,751
0.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
15,046
shares
|
$663,227
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
14,836
shares
|
$653,970
0.07% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
13,964
shares
|
$615,533
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
13,378
shares
|
$589,702
0.0% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,908
shares
|
$568,984
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
12,846
shares
|
$566,251
0.03% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
12,490
shares
|
$550,559
0.13% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,749
shares
|
$517,895
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,739
shares
|
$517,455
0.0% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
11,140
shares
|
$491,051
0.06% of portfolio
|
Q1 2025
Reduced 5.59%
|