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 104 institutions that hold shares in the stock, with a total of 3.41 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,437
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,218
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 242.81%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
32,097
shares
|
$1.25 Million
0.3% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
27,834
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
27,408
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
26,698
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
26,414
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
26,388
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
24,128
shares
|
$939,303
0.01% of portfolio
|
Q4 2024
Reduced 24.72%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
23,062
shares
|
$897,803
0.57% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
21,622
shares
|
$841,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,462
shares
|
$835,515
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
19,688
shares
|
$766,453
0.03% of portfolio
|
Q4 2024
Added 289.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,484
shares
|
$758,512
0.0% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
16,934
shares
|
$659,240
0.04% of portfolio
|
Q4 2022
Added 20.53%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
16,803
shares
|
$654,140
0.1% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
16,500
shares
|
$642,345
0.02% of portfolio
|
Q3 2023
Reduced 16.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,848
shares
|
$616,962
0.0% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,427
shares
|
$600,573
0.02% of portfolio
|
Q3 2024
Added 61.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
15,417
shares
|
$600,183
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
15,361
shares
|
$598,003
0.06% of portfolio
|
Q4 2024
Added 91.82%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
15,046
shares
|
$585,740
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
15,046
shares
|
$585,740
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
13,668
shares
|
$532,095
0.04% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,039
shares
|
$507,608
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|