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 5.13 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
4,151
shares
|
$151,345
0.0% of portfolio
|
Q4 2024
Added 531.81%
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,600
shares
|
$94,796
0.0% of portfolio
|
Q4 2023
New holding
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,316
shares
|
$84,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,651
shares
|
$60,195
0.0% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,200
shares
|
$43,752
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
871
shares
|
$31,756
0.02% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
776
shares
|
$28,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
741
shares
|
$27,016
0.0% of portfolio
|
Q3 2024
Reduced 34.13%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
480
shares
|
$17,500
0.02% of portfolio
|
Q4 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
145
shares
|
$5,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
66
shares
|
$2,406
0.0% of portfolio
|
Q3 2024
New holding
|