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 105 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
270,888
shares
|
$12 Million
2.6% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
266,531
shares
|
$11.8 Million
4.44% of portfolio
|
Q3 2025
Added 57.49%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
179,812
shares
|
$7.96 Million
0.04% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
151,891
shares
|
$6.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
123,868
shares
|
$5.48 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
122,605
shares
|
$5.43 Million
0.01% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
122,163
shares
|
$5.41 Million
0.02% of portfolio
|
Q3 2025
Added 34.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
103,604
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
99,484
shares
|
$4.4 Million
0.01% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
91,841
shares
|
$4.06 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
76,807
shares
|
$3.4 Million
0.97% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
69,607
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2025
Added 39.19%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
64,090
shares
|
$2.84 Million
0.84% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
59,739
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 50.8%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
56,704
shares
|
$2.51 Million
0.71% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
55,376
shares
|
$2.45 Million
0.18% of portfolio
|
Q3 2025
Added 41.7%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
54,119
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
53,770
shares
|
$2.38 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
41,669
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
37,847
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2025
Added 21.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
36,772
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
35,201
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,218
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 242.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,561
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
27,610
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|