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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,960
shares
|
$285,290
0.01% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
6,902
shares
|
$282,912
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,855
shares
|
$280,986
0.0% of portfolio
|
Q4 2023
Reduced 50.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,043
shares
|
$247,702
0.03% of portfolio
|
Q3 2024
Added 76.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,971
shares
|
$244,751
0.01% of portfolio
|
Q3 2021
Reduced 16.66%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
5,631
shares
|
$230,814
0.01% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
5,230
shares
|
$214,377
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,052
shares
|
$207,081
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
3,507
shares
|
$143,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,485
shares
|
$142,850
0.06% of portfolio
|
Q3 2024
Reduced 23.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,430
shares
|
$140,595
0.01% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,350
shares
|
$96,326
0.04% of portfolio
|
Q3 2024
Reduced 31.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,874
shares
|
$76,815
0.0% of portfolio
|
Q3 2024
Reduced 86.86%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,548
shares
|
$63,452
0.04% of portfolio
|
Q3 2022
Reduced 94.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,545
shares
|
$63,329
0.08% of portfolio
|
Q3 2022
Reduced 14.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,300
shares
|
$53,287
0.0% of portfolio
|
Q1 2024
Reduced 38.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,161
shares
|
$47,589
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,085
shares
|
$44,474
0.0% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
965
shares
|
$39,555
0.0% of portfolio
|
Q3 2023
Added 40.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
925
shares
|
$37,915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
894
shares
|
$36,645
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
810
shares
|
$33,201
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
534
shares
|
$21,888
0.0% of portfolio
|
Q3 2024
Added 76.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
400
shares
|
$16,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$8,198
0.0% of portfolio
|
Q3 2023
Reduced 15.97%
|