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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,218
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 242.81%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
31,119
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
27,834
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
27,102
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 25.34%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
26,839
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
26,638
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
25,070
shares
|
$993,524
0.03% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
24,988
shares
|
$990,274
0.02% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
24,484
shares
|
$970,300
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
23,296
shares
|
$923,220
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
22,165
shares
|
$878,398
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
20,896
shares
|
$828,108
0.01% of portfolio
|
Q1 2025
Reduced 62.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,040
shares
|
$794,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
19,526
shares
|
$773,815
0.09% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,484
shares
|
$772,150
0.0% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
19,260
shares
|
$763,273
0.46% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
16,934
shares
|
$671,094
0.04% of portfolio
|
Q4 2022
Added 20.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
16,843
shares
|
$667,488
0.0% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
16,803
shares
|
$665,902
0.1% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,500
shares
|
$653,895
0.02% of portfolio
|
Q3 2023
Reduced 16.24%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,270
shares
|
$644,780
0.02% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
15,427
shares
|
$611,372
0.03% of portfolio
|
Q3 2024
Added 61.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
15,217
shares
|
$603,049
0.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
15,046
shares
|
$596,272
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
15,046
shares
|
$596,272
0.06% of portfolio
|
Q1 2025
New holding
|