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 |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
11,140
shares
|
$485,146
0.07% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
11,089
shares
|
$482,925
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,975
shares
|
$477,961
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,658
shares
|
$464,155
0.01% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
10,029
shares
|
$436,762
0.4% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,028
shares
|
$436,719
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,900
shares
|
$431,145
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
9,900
shares
|
$431,145
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,377
shares
|
$408,368
0.0% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,153
shares
|
$398,613
0.0% of portfolio
|
Q2 2025
Reduced 54.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,971
shares
|
$390,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
8,389
shares
|
$365,340
0.0% of portfolio
|
Q2 2025
Reduced 50.19%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
8,382
shares
|
$365,036
0.04% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
7,377
shares
|
$321,268
0.14% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,165
shares
|
$312,035
0.02% of portfolio
|
Q2 2025
Reduced 53.56%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
7,010
shares
|
$305,285
0.06% of portfolio
|
Q2 2025
Reduced 84.3%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
6,892
shares
|
$300,146
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,190
shares
|
$269,574
0.01% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,043
shares
|
$263,172
0.02% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,971
shares
|
$260,037
0.01% of portfolio
|
Q3 2021
Reduced 16.66%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
5,786
shares
|
$251,980
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
5,666
shares
|
$246,754
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
5,159
shares
|
$224,674
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
5,149
shares
|
$224,238
0.0% of portfolio
|
Q2 2025
Reduced 75.36%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,105
shares
|
$222,322
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|