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 78 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $432 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
|
$171 Million
2.27% of portfolio
|
Q2 2023
Added 2974.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,644,965
shares
|
$59.3 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
762,689
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2024
Added 53.08%
|
|
|
Rovin Capital
|
Apr 22, 2024 Q1 2024 |
493,686
shares
|
$17.8 Million
7.13% of portfolio
|
Q1 2024
Added 2.52%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
438,552
shares
|
$15.8 Million
0.03% of portfolio
|
Q1 2024
Added 6.46%
|
|
|
Bouchey Financial Group LTD
|
Apr 23, 2024 Q1 2024 |
425,860
shares
|
$15.4 Million
1.56% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
347,559
shares
|
$12.5 Million
0.02% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
335,557
shares
|
$12.1 Million
0.03% of portfolio
|
Q1 2024
Added 154.43%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
334,650
shares
|
$12.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
243,368
shares
|
$8.78 Million
0.99% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
213,046
shares
|
$7.68 Million
0.03% of portfolio
|
Q1 2024
Added 8.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
195,123
shares
|
$7.04 Million
0.03% of portfolio
|
Q1 2024
Added 9.5%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 14, 2024 Q1 2024 |
141,881
shares
|
$5.12 Million
1.81% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
126,215
shares
|
$4.55 Million
0.17% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
113,946
shares
|
$4.11 Million
0.03% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
93,223
shares
|
$3.36 Million
0.27% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
81,609
shares
|
$2.94 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
79,365
shares
|
$2.86 Million
0.12% of portfolio
|
Q4 2023
Reduced 3.01%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
73,103
shares
|
$2.64 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
68,116
shares
|
$2.46 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
52,200
shares
|
$1.88 Million
0.12% of portfolio
|
Q1 2023
Added 9.89%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
50,584
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Apr 30, 2024 Q1 2024 |
49,672
shares
|
$1.79 Million
0.58% of portfolio
|
Q1 2024
Reduced 20.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
48,371
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2024
Reduced 13.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,111
shares
|
$1.66 Million
0.05% of portfolio
|
Q1 2022
Added 5.13%
|
|