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 77 institutions that hold shares in the stock, with a total of 1.87 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
7,718
shares
|
$308,179
0.0% of portfolio
|
Q2 2024
Added 35.33%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
7,011
shares
|
$279,949
0.03% of portfolio
|
Q4 2023
Reduced 98.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,855
shares
|
$273,720
0.0% of portfolio
|
Q4 2023
Reduced 50.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,971
shares
|
$238,422
0.01% of portfolio
|
Q3 2021
Reduced 16.66%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
5,900
shares
|
$235,587
0.01% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,705
shares
|
$227,800
0.0% of portfolio
|
Q1 2024
Reduced 36.81%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
5,631
shares
|
$224,845
0.01% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,052
shares
|
$201,726
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,485
shares
|
$139,156
0.06% of portfolio
|
Q3 2024
Reduced 23.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
3,432
shares
|
$137,039
0.01% of portfolio
|
Q2 2024
Reduced 6.79%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,430
shares
|
$136,959
0.01% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,350
shares
|
$93,835
0.04% of portfolio
|
Q3 2024
Reduced 31.71%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,548
shares
|
$61,811
0.04% of portfolio
|
Q3 2022
Reduced 94.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,545
shares
|
$61,691
0.08% of portfolio
|
Q3 2022
Reduced 14.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,300
shares
|
$51,909
0.0% of portfolio
|
Q1 2024
Reduced 38.1%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,161
shares
|
$46,358
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
965
shares
|
$38,532
0.0% of portfolio
|
Q3 2023
Added 40.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
942
shares
|
$37,614
0.0% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
894
shares
|
$35,697
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
810
shares
|
$32,343
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
808
shares
|
$32,263
0.0% of portfolio
|
Q2 2024
Reduced 20.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
534
shares
|
$21,322
0.0% of portfolio
|
Q3 2024
Added 76.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
400
shares
|
$15,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$7,986
0.0% of portfolio
|
Q3 2023
Reduced 15.97%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
136
shares
|
$5,430
0.0% of portfolio
|
Q3 2024
New holding
|