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 99 institutions that hold shares in the stock, with a total of 3.01 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 |
Jul 23, 2025 Q2 2025 |
270,719
shares
|
$11.8 Million
2.7% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
256,370
shares
|
$11.2 Million
0.86% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
176,707
shares
|
$7.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
169,238
shares
|
$7.37 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
155,028
shares
|
$6.75 Million
0.03% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
121,425
shares
|
$5.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
108,743
shares
|
$4.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
104,396
shares
|
$4.55 Million
0.01% of portfolio
|
Q2 2025
Added 24.89%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
93,244
shares
|
$4.06 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
91,094
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
90,567
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
70,981
shares
|
$3.09 Million
0.93% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
63,793
shares
|
$2.78 Million
0.88% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
61,362
shares
|
$2.67 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
60,101
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
59,596
shares
|
$2.6 Million
0.76% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
53,770
shares
|
$2.34 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
50,010
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
39,434
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
39,079
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
38,795
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 46.94%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
38,669
shares
|
$1.68 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
36,665
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,218
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 242.81%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
31,119
shares
|
$1.36 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.05%
|