Institutional Ownership First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DSEP). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 2.51 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
184,625
shares
|
$7.67 Million
0.0% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
170,646
shares
|
$7.09 Million
3.13% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
169,445
shares
|
$7.04 Million
0.04% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
130,562
shares
|
$5.42 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
96,893
shares
|
$4.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
94,107
shares
|
$3.91 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
89,450
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
87,826
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,055
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
Added 39.88%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
75,428
shares
|
$3.13 Million
0.35% of portfolio
|
Q4 2024
Added 29.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
72,367
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
70,981
shares
|
$2.95 Million
0.92% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
62,725
shares
|
$2.6 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
56,067
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
53,770
shares
|
$2.23 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
51,651
shares
|
$2.14 Million
0.01% of portfolio
|
Q4 2024
Added 18.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
47,277
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
46,167
shares
|
$1.92 Million
0.5% of portfolio
|
Q4 2024
Added 45.71%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
43,426
shares
|
$1.8 Million
1.06% of portfolio
|
Q4 2024
Added 162.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
37,594
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,437
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,218
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 242.81%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
32,097
shares
|
$1.33 Million
0.3% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
27,834
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
27,408
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|