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 102 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
4,830
shares
|
$192,282
0.0% of portfolio
|
Q4 2024
Added 37.72%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
4,441
shares
|
$176,796
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,267
shares
|
$169,869
0.0% of portfolio
|
Q4 2024
Added 127.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,430
shares
|
$136,548
0.01% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,510
shares
|
$99,923
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,460
shares
|
$97,932
0.04% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,350
shares
|
$93,553
0.04% of portfolio
|
Q3 2024
Reduced 31.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,046
shares
|
$81,451
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,778
shares
|
$70,782
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,623
shares
|
$64,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,548
shares
|
$61,625
0.04% of portfolio
|
Q3 2022
Reduced 94.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,545
shares
|
$61,506
0.08% of portfolio
|
Q3 2022
Reduced 14.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,300
shares
|
$51,753
0.0% of portfolio
|
Q1 2024
Reduced 38.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,161
shares
|
$46,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,116
shares
|
$44,427
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
965
shares
|
$38,416
0.0% of portfolio
|
Q3 2023
Added 40.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
925
shares
|
$36,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
894
shares
|
$35,590
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
810
shares
|
$32,246
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
545
shares
|
$21,696
0.01% of portfolio
|
Q4 2024
Added 300.74%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
500
shares
|
$19,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
400
shares
|
$15,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$14,928
0.01% of portfolio
|
Q4 2024
Added 1775.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$7,962
0.0% of portfolio
|
Q3 2023
Reduced 15.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
95
shares
|
$3,781
0.0% of portfolio
|
Q4 2024
New holding
|