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 100 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,105
shares
|
$225,028
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,832
shares
|
$212,994
0.0% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
4,791
shares
|
$211,187
0.02% of portfolio
|
Q3 2025
Reduced 42.84%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,488
shares
|
$197,831
0.08% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,441
shares
|
$195,759
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,928
shares
|
$129,066
0.0% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,743
shares
|
$120,911
0.01% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,510
shares
|
$110,640
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,690
shares
|
$74,495
0.03% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,650
shares
|
$72,732
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,545
shares
|
$68,103
0.08% of portfolio
|
Q3 2022
Reduced 14.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,499
shares
|
$66,075
0.0% of portfolio
|
Q1 2025
Reduced 64.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,235
shares
|
$54,438
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,161
shares
|
$51,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
941
shares
|
$41,479
0.0% of portfolio
|
Q2 2025
Reduced 62.07%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
894
shares
|
$39,407
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
810
shares
|
$35,704
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
626
shares
|
$27,594
0.0% of portfolio
|
Q1 2025
Reduced 61.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
600
shares
|
$26,448
0.0% of portfolio
|
Q2 2025
Reduced 53.85%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
482
shares
|
$21,246
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
400
shares
|
$17,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$16,530
0.01% of portfolio
|
Q4 2024
Added 1775.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
325
shares
|
$14,326
0.0% of portfolio
|
Q2 2025
Reduced 31.58%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
55
shares
|
$2,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|