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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
24,771
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,942
shares
|
$858,412
0.0% of portfolio
|
Q3 2024
Reduced 29.36%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
20,862
shares
|
$855,133
0.52% of portfolio
|
Q3 2024
Added 79.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,487
shares
|
$798,772
0.0% of portfolio
|
Q3 2024
Added 241.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,484
shares
|
$798,649
0.0% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
17,078
shares
|
$700,027
0.11% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
16,934
shares
|
$694,124
0.04% of portfolio
|
Q4 2022
Added 20.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
16,500
shares
|
$676,335
0.02% of portfolio
|
Q3 2023
Reduced 16.24%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
15,566
shares
|
$638,050
0.05% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
15,427
shares
|
$632,352
0.03% of portfolio
|
Q3 2024
Added 61.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
15,046
shares
|
$616,735
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
15,046
shares
|
$616,735
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
14,598
shares
|
$598,372
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,139
shares
|
$538,567
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
13,114
shares
|
$537,542
0.05% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
11,800
shares
|
$483,682
0.09% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
11,483
shares
|
$470,688
0.36% of portfolio
|
Q1 2024
Reduced 52.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,975
shares
|
$449,865
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
9,922
shares
|
$406,702
0.38% of portfolio
|
Q3 2024
Added 16.47%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
9,900
shares
|
$405,801
0.25% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,900
shares
|
$405,801
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
9,133
shares
|
$374,361
0.04% of portfolio
|
Q3 2024
Added 30.27%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
8,848
shares
|
$362,679
0.1% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,008
shares
|
$328,247
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
7,854
shares
|
$321,935
0.16% of portfolio
|
Q3 2024
New holding
|