Institutional Ownership First Tr ETF Viii Ft Cboe Vest (DNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (DNOV). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 4.27 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
16,242
shares
|
$699,867
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
16,127
shares
|
$694,912
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
14,668
shares
|
$632,044
0.1% of portfolio
|
Q4 2024
Added 30.73%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
14,519
shares
|
$625,623
0.21% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
14,000
shares
|
$603,260
0.01% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,759
shares
|
$592,875
0.01% of portfolio
|
Q1 2025
Reduced 61.54%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
13,731
shares
|
$591,668
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,064
shares
|
$562,927
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
13,036
shares
|
$561,721
0.27% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
12,878
shares
|
$554,913
0.06% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,724
shares
|
$548,277
0.01% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,024
shares
|
$518,114
0.04% of portfolio
|
Q1 2025
Added 92392.31%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
11,962
shares
|
$515,442
0.51% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
11,897
shares
|
$512,641
0.06% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,265
shares
|
$485,408
0.01% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,964
shares
|
$472,438
0.0% of portfolio
|
Q4 2024
Added 90.02%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
10,895
shares
|
$469,465
0.19% of portfolio
|
Q4 2024
Added 420.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
10,643
shares
|
$458,606
0.02% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
10,635
shares
|
$458,262
0.11% of portfolio
|
Q1 2025
Reduced 51.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
10,325
shares
|
$444,904
0.02% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,985
shares
|
$430,253
0.0% of portfolio
|
Q1 2025
Added 77.26%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
9,155
shares
|
$394,488
0.23% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
9,085
shares
|
$391,472
0.03% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
9,050
shares
|
$389,964
0.1% of portfolio
|
Q1 2025
Reduced 56.97%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
8,600
shares
|
$370,574
0.01% of portfolio
|
Q1 2025
Reduced 1.15%
|