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 78 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $86.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
171,787
shares
|
$7.04 Million
2.9% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
171,510
shares
|
$7.03 Million
0.0% of portfolio
|
Q3 2024
Added 26.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
161,424
shares
|
$6.62 Million
0.04% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
104,243
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2024
Added 97.6%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
100,256
shares
|
$4.11 Million
0.02% of portfolio
|
Q3 2024
Added 29.7%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
88,014
shares
|
$3.61 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
76,458
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
67,722
shares
|
$2.78 Million
0.93% of portfolio
|
Q4 2023
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
63,102
shares
|
$2.59 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
61,953
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
60,092
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
58,357
shares
|
$2.39 Million
0.33% of portfolio
|
Q3 2024
Added 221.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
57,392
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Added 283.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
56,277
shares
|
$2.31 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
54,916
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
43,407
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
35,397
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Added 40.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,218
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 242.81%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
32,052
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 135.75%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
31,685
shares
|
$1.3 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,857
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
30,414
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
29,952
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2024
Reduced 24.77%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,834
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
27,516
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.35%
|