Institutional Ownership First Tr ETF Viii Cboe Vest U (XDEC)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest U (XDEC). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $422 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
4,741,248
shares
|
$174 Million
2.27% of portfolio
|
Q2 2023
Added 2974.82%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,663,656
shares
|
$61.2 Million
0.15% of portfolio
|
Q2 2024
Added 1.14%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
524,830
shares
|
$19.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 31.19%
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
501,253
shares
|
$18.4 Million
7.53% of portfolio
|
Q2 2024
Added 1.53%
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
420,820
shares
|
$15.5 Million
1.55% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
415,428
shares
|
$15.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
339,018
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
336,152
shares
|
$12.4 Million
0.04% of portfolio
|
Q2 2024
Added 0.45%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
324,590
shares
|
$11.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
240,095
shares
|
$8.84 Million
1.0% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
216,425
shares
|
$7.96 Million
0.03% of portfolio
|
Q2 2024
Added 1.59%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
158,510
shares
|
$5.83 Million
0.02% of portfolio
|
Q2 2024
Reduced 18.76%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
139,462
shares
|
$5.13 Million
1.72% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
130,729
shares
|
$4.81 Million
0.15% of portfolio
|
Q2 2024
Added 3.58%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
119,785
shares
|
$4.41 Million
0.02% of portfolio
|
Q2 2024
Added 5.12%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
104,020
shares
|
$3.83 Million
0.13% of portfolio
|
Q2 2024
Reduced 40.7%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
89,425
shares
|
$3.29 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
67,250
shares
|
$2.47 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
52,200
shares
|
$1.92 Million
0.12% of portfolio
|
Q1 2023
Added 9.89%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
51,600
shares
|
$1.9 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
51,600
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
48,369
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 14, 2024 Q2 2024 |
47,369
shares
|
$1.74 Million
0.55% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,111
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2022
Added 5.13%
|
|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
38,993
shares
|
$1.43 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.7%
|