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 103 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
354,509
shares
|
$14 Million
3.48% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
322,809
shares
|
$12.8 Million
1.2% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
175,832
shares
|
$6.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
169,405
shares
|
$6.71 Million
3.06% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
142,667
shares
|
$5.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
122,135
shares
|
$4.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
117,437
shares
|
$4.65 Million
0.01% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
94,107
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
94,107
shares
|
$3.73 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
91,291
shares
|
$3.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
83,592
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
73,116
shares
|
$2.9 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
70,981
shares
|
$2.81 Million
0.93% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
61,425
shares
|
$2.43 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
60,644
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
55,005
shares
|
$2.18 Million
0.89% of portfolio
|
Q1 2025
Added 43.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
53,770
shares
|
$2.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
50,869
shares
|
$2.02 Million
0.78% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
45,371
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
44,643
shares
|
$1.77 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
43,730
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.34%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
41,419
shares
|
$1.64 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
37,437
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
36,051
shares
|
$1.43 Million
0.13% of portfolio
|
Q1 2025
Added 134.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
35,129
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.56%
|