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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
5,159
shares
|
$204,451
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
5,107
shares
|
$202,390
0.03% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,041
shares
|
$199,774
0.0% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,441
shares
|
$175,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
4,303
shares
|
$170,527
0.07% of portfolio
|
Q1 2025
Added 83.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,254
shares
|
$128,956
0.01% of portfolio
|
Q1 2025
Added 108366.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,618
shares
|
$103,751
0.0% of portfolio
|
Q1 2025
Added 2655.79%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,510
shares
|
$99,471
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,481
shares
|
$98,322
0.0% of portfolio
|
Q1 2025
Added 157.1%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,960
shares
|
$77,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,950
shares
|
$77,278
0.04% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,651
shares
|
$65,429
0.01% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,545
shares
|
$61,228
0.08% of portfolio
|
Q3 2022
Reduced 14.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,499
shares
|
$59,405
0.0% of portfolio
|
Q1 2025
Reduced 64.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,300
shares
|
$51,519
0.0% of portfolio
|
Q1 2024
Reduced 38.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,161
shares
|
$46,010
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,115
shares
|
$44,187
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
894
shares
|
$35,429
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
810
shares
|
$32,100
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
714
shares
|
$28,295
0.0% of portfolio
|
Q1 2025
Reduced 97.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
626
shares
|
$24,808
0.0% of portfolio
|
Q1 2025
Reduced 61.43%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
545
shares
|
$21,598
0.01% of portfolio
|
Q4 2024
Added 300.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
475
shares
|
$18,824
0.0% of portfolio
|
Q1 2025
Reduced 48.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
400
shares
|
$15,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$14,861
0.01% of portfolio
|
Q4 2024
Added 1775.0%
|