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 85 institutions that hold shares in the stock, with a total of 5.32 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
9,971
shares
|
$379,895
0.11% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,831
shares
|
$374,561
0.12% of portfolio
|
Q1 2024
Reduced 45.65%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
9,825
shares
|
$374,332
0.17% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
9,610
shares
|
$366,141
0.08% of portfolio
|
Q4 2024
Reduced 71.81%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
9,264
shares
|
$352,958
0.16% of portfolio
|
Q1 2025
Reduced 25.28%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
9,006
shares
|
$343,128
0.04% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
8,941
shares
|
$340,652
0.0% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
7,627
shares
|
$290,588
0.15% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,411
shares
|
$282,359
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
7,317
shares
|
$278,777
0.0% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
6,229
shares
|
$237,324
0.07% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,186
shares
|
$235,686
0.0% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,928
shares
|
$225,856
0.01% of portfolio
|
Q4 2024
Reduced 93.29%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
5,908
shares
|
$225,094
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
5,901
shares
|
$224,828
0.07% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,861
shares
|
$223,304
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
5,825
shares
|
$221,932
0.01% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,769
shares
|
$219,798
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,758
shares
|
$219,379
0.28% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,698
shares
|
$178,993
0.0% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,357
shares
|
$166,001
0.01% of portfolio
|
Q3 2024
Reduced 40.78%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,754
shares
|
$104,927
0.0% of portfolio
|
Q1 2025
Reduced 82.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,600
shares
|
$99,060
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,316
shares
|
$88,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,651
shares
|
$62,903
0.0% of portfolio
|
Q1 2024
New holding
|