Institutional Ownership Ft Tr ETF Viii Ft Cboe Vest Us (DFEB)
This table provides information about the institutional ownership of Ft Tr ETF Viii Ft Cboe Vest Us (DFEB). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 5.29 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,640,897
shares
|
$66.2 Million
2.27% of portfolio
|
Q2 2020
Added 8.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
460,650
shares
|
$18.6 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
371,212
shares
|
$15 Million
0.03% of portfolio
|
Q1 2024
Added 51.43%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 23, 2024 Q1 2024 |
239,116
shares
|
$9.64 Million
4.11% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
198,293
shares
|
$8 Million
0.01% of portfolio
|
Q1 2024
Added 16.6%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
167,031
shares
|
$6.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
150,568
shares
|
$6.07 Million
0.01% of portfolio
|
Q1 2024
Added 611.7%
|
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
128,175
shares
|
$5.17 Million
0.58% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
113,392
shares
|
$4.57 Million
0.18% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
106,766
shares
|
$4.31 Million
0.02% of portfolio
|
Q1 2024
Added 23.8%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
91,416
shares
|
$3.69 Million
0.04% of portfolio
|
Q1 2024
Added 73.69%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
90,897
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
81,426
shares
|
$3.28 Million
0.02% of portfolio
|
Q1 2024
Added 1578.89%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
62,836
shares
|
$2.53 Million
0.04% of portfolio
|
Q1 2024
Added 4.21%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 02, 2024 Q1 2024 |
60,801
shares
|
$2.45 Million
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
May 08, 2024 Q1 2024 |
56,905
shares
|
$2.29 Million
2.08% of portfolio
|
Q1 2024
Reduced 23.46%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
54,603
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
54,394
shares
|
$2.19 Million
0.12% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
1 St Source Bank
|
May 09, 2024 Q1 2024 |
53,291
shares
|
$2.15 Million
0.12% of portfolio
|
Q1 2024
Added 65.22%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
52,740
shares
|
$2.13 Million
2.98% of portfolio
|
Q3 2022
Added 1.57%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
47,950
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2024
Added 26.87%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
47,585
shares
|
$1.92 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
47,255
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
45,885
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2024
Added 43.1%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
40,819
shares
|
$1.65 Million
0.12% of portfolio
|
Q2 2022
Reduced 18.93%
|
|