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 105 institutions that hold shares in the stock, with a total of 2.97 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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
27,610
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
26,973
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2025
Added 55.04%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
26,553
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
24,870
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
23,060
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
20,131
shares
|
$890,998
0.47% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,484
shares
|
$862,361
0.0% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
19,099
shares
|
$845,321
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
17,603
shares
|
$779,108
0.54% of portfolio
|
Q4 2025
Reduced 2.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
16,934
shares
|
$749,498
0.04% of portfolio
|
Q4 2022
Added 20.53%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
16,571
shares
|
$733,432
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,342
shares
|
$723,296
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
15,062
shares
|
$666,644
0.08% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
15,046
shares
|
$665,935
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
13,482
shares
|
$596,713
0.17% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
13,445
shares
|
$595,075
0.05% of portfolio
|
Q4 2025
Added 163.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
12,846
shares
|
$568,563
0.03% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
11,990
shares
|
$530,677
0.12% of portfolio
|
Q4 2025
Reduced 4.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,921
shares
|
$527,623
0.04% of portfolio
|
Q3 2025
Added 66.38%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
11,874
shares
|
$525,543
0.03% of portfolio
|
Q3 2025
Reduced 53.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
11,839
shares
|
$523,994
0.0% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,358
shares
|
$502,705
0.02% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,238
shares
|
$497,393
0.01% of portfolio
|
Q3 2025
Reduced 47.09%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
11,140
shares
|
$493,056
0.06% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
11,089
shares
|
$490,799
0.44% of portfolio
|
Q4 2024
New holding
|
|