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 79 institutions that hold shares in the stock, with a total of 9.86 Million shares, which have been reported (via 13F filing form) to have a value of $373 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
9,610
shares
|
$363,065
0.08% of portfolio
|
Q4 2024
Reduced 71.81%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
8,286
shares
|
$313,045
0.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
8,075
shares
|
$305,073
0.16% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
7,431
shares
|
$280,743
0.02% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,419
shares
|
$280,289
0.0% of portfolio
|
Q4 2024
Reduced 24.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,411
shares
|
$279,987
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,523
shares
|
$246,438
0.0% of portfolio
|
Q3 2024
Added 339.26%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
6,452
shares
|
$243,756
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,300
shares
|
$238,014
0.0% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
6,190
shares
|
$233,858
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,000
shares
|
$226,680
0.17% of portfolio
|
Q4 2024
Reduced 18.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,975
shares
|
$225,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,928
shares
|
$223,959
0.01% of portfolio
|
Q4 2024
Reduced 93.29%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
5,908
shares
|
$223,204
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
5,901
shares
|
$222,939
0.07% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
5,879
shares
|
$222,108
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,694
shares
|
$215,119
0.0% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,396
shares
|
$203,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,357
shares
|
$164,607
0.01% of portfolio
|
Q3 2024
Reduced 40.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,885
shares
|
$146,775
0.0% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,650
shares
|
$100,117
0.0% of portfolio
|
Q1 2024
Added 8733.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,600
shares
|
$98,228
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,316
shares
|
$87,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,651
shares
|
$62,374
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,200
shares
|
$45,336
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|