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 99 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,402
shares
|
$1.32 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
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
26,638
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
25,271
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
25,258
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
24,870
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,060
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
21,238
shares
|
$924,914
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
|
$848,528
0.0% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
19,236
shares
|
$837,727
0.46% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
16,934
shares
|
$737,475
0.04% of portfolio
|
Q4 2022
Added 20.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
16,500
shares
|
$718,575
0.01% of portfolio
|
Q3 2023
Reduced 16.24%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
16,324
shares
|
$710,910
0.1% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
16,136
shares
|
$702,722
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
15,892
shares
|
$692,096
0.49% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
15,217
shares
|
$662,700
0.06% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
15,046
shares
|
$655,253
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
15,046
shares
|
$655,253
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
14,836
shares
|
$646,107
0.07% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
13,378
shares
|
$582,611
0.0% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
13,098
shares
|
$570,417
0.03% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,908
shares
|
$562,143
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
12,490
shares
|
$543,939
0.13% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,749
shares
|
$511,668
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,739
shares
|
$511,233
0.0% of portfolio
|
Q2 2025
Reduced 6.94%
|