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 86 institutions that hold shares in the stock, with a total of 5.44 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
9,971
shares
|
$386,874
0.1% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,831
shares
|
$381,442
0.12% of portfolio
|
Q1 2024
Reduced 45.65%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
9,825
shares
|
$381,210
0.17% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
9,610
shares
|
$372,868
0.08% of portfolio
|
Q4 2024
Reduced 71.81%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
9,264
shares
|
$359,443
0.16% of portfolio
|
Q1 2025
Reduced 25.28%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
9,006
shares
|
$349,432
0.04% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
8,941
shares
|
$346,910
0.0% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
7,847
shares
|
$304,463
0.02% of portfolio
|
Q2 2025
Reduced 23.2%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
7,627
shares
|
$295,927
0.15% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,411
shares
|
$287,546
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
7,317
shares
|
$283,899
0.0% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
6,229
shares
|
$241,685
0.07% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,186
shares
|
$240,016
0.0% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,928
shares
|
$230,006
0.01% of portfolio
|
Q4 2024
Reduced 93.29%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
5,908
shares
|
$229,230
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
5,901
shares
|
$228,958
0.07% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,861
shares
|
$227,406
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,825
shares
|
$226,009
0.01% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,769
shares
|
$223,837
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,758
shares
|
$223,410
0.28% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,698
shares
|
$182,282
0.0% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,357
shares
|
$169,051
0.01% of portfolio
|
Q3 2024
Reduced 40.78%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,754
shares
|
$106,855
0.0% of portfolio
|
Q1 2025
Reduced 82.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,600
shares
|
$100,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,316
shares
|
$89,860
0.0% of portfolio
|
Q3 2024
New holding
|