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 80 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $427 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
37,474
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
34,435
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2023
Added 4.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
34,391
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
34,088
shares
|
$1.27 Million
0.28% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
29,571
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
29,052
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
23,661
shares
|
$878,532
0.01% of portfolio
|
Q2 2024
Added 63.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,642
shares
|
$729,307
0.0% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
19,517
shares
|
$724,666
0.01% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
19,418
shares
|
$720,990
0.11% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
19,156
shares
|
$711,262
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
18,807
shares
|
$698,303
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
16,992
shares
|
$630,912
0.05% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
15,789
shares
|
$586,245
0.29% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
15,777
shares
|
$585,800
0.1% of portfolio
|
Q4 2023
Added 7.43%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
14,553
shares
|
$540,352
0.4% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
14,297
shares
|
$530,847
0.05% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,944
shares
|
$517,740
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,887
shares
|
$515,624
0.0% of portfolio
|
Q3 2024
Reduced 33.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
12,887
shares
|
$478,494
0.05% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
12,543
shares
|
$465,721
0.14% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
12,331
shares
|
$457,850
0.03% of portfolio
|
Q4 2023
Reduced 2.66%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
12,086
shares
|
$448,753
0.06% of portfolio
|
Q3 2024
Added 76.72%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
12,031
shares
|
$446,711
0.16% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
10,026
shares
|
$372,265
0.16% of portfolio
|
Q1 2024
Added 96.94%
|