Institutional Ownership First Tr ETF Viii Cboe Vest U (XDEC)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest U (XDEC). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $412 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
4,741,248
shares
|
$179 Million
2.27% of portfolio
|
Q2 2023
Added 2974.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,484,576
shares
|
$56 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
700,306
shares
|
$26.4 Million
0.01% of portfolio
|
Q3 2024
Added 33.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
402,621
shares
|
$15.2 Million
0.03% of portfolio
|
Q3 2024
Added 24.04%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
401,348
shares
|
$15.1 Million
1.41% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
378,532
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
353,608
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
341,951
shares
|
$12.9 Million
0.04% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
235,047
shares
|
$8.87 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
208,146
shares
|
$7.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
154,361
shares
|
$5.82 Million
0.03% of portfolio
|
Q3 2024
Added 28.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
150,954
shares
|
$5.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
136,840
shares
|
$5.16 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
122,607
shares
|
$4.63 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
85,694
shares
|
$3.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
67,238
shares
|
$2.54 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
52,200
shares
|
$1.97 Million
0.12% of portfolio
|
Q1 2023
Added 9.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
51,600
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
49,090
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,111
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2022
Added 5.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
44,560
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
44,294
shares
|
$1.67 Million
0.49% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
37,728
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 36.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
37,474
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
34,435
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2023
Added 4.75%
|