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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,098
shares
|
$519,073
0.03% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
13,039
shares
|
$516,735
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
12,614
shares
|
$499,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
12,070
shares
|
$478,334
0.03% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
11,689
shares
|
$463,235
0.05% of portfolio
|
Q1 2025
Reduced 39.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,441
shares
|
$453,406
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
11,140
shares
|
$441,478
0.09% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
11,089
shares
|
$439,457
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,975
shares
|
$434,939
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
10,867
shares
|
$430,659
0.44% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,859
shares
|
$430,342
0.0% of portfolio
|
Q1 2025
Added 39.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,160
shares
|
$402,640
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
9,900
shares
|
$392,337
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,900
shares
|
$392,337
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
9,377
shares
|
$371,610
0.0% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
9,240
shares
|
$366,181
0.11% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,971
shares
|
$355,520
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
7,627
shares
|
$302,258
0.15% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,892
shares
|
$273,129
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,190
shares
|
$245,309
0.01% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,971
shares
|
$236,630
0.01% of portfolio
|
Q3 2021
Reduced 16.66%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
5,666
shares
|
$224,543
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,577
shares
|
$221,016
0.02% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
5,526
shares
|
$218,995
0.18% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
5,340
shares
|
$211,624
0.16% of portfolio
|
Q1 2025
Reduced 4.91%
|