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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,851
shares
|
$365,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
9,831
shares
|
$365,025
0.13% of portfolio
|
Q1 2024
Reduced 45.65%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9,817
shares
|
$364,505
0.0% of portfolio
|
Q3 2024
Added 26.28%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
8,286
shares
|
$307,659
0.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
7,431
shares
|
$275,913
0.02% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,411
shares
|
$275,170
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,357
shares
|
$273,165
0.01% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
7,319
shares
|
$271,754
0.21% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
6,916
shares
|
$256,791
0.14% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,610
shares
|
$245,429
0.0% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,523
shares
|
$242,198
0.0% of portfolio
|
Q3 2024
Added 339.26%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
6,452
shares
|
$239,562
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,300
shares
|
$233,919
0.0% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,975
shares
|
$221,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
5,908
shares
|
$219,364
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
5,901
shares
|
$219,104
0.08% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
5,879
shares
|
$218,287
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
5,645
shares
|
$209,598
0.01% of portfolio
|
Q3 2024
Reduced 37.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,885
shares
|
$144,250
0.0% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,650
shares
|
$98,394
0.0% of portfolio
|
Q1 2024
Added 8733.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,600
shares
|
$96,538
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,316
shares
|
$85,993
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,651
shares
|
$61,301
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,200
shares
|
$44,556
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,156
shares
|
$42,922
0.03% of portfolio
|
Q3 2024
Reduced 42.23%
|