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 93 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,316
shares
|
$93,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,300
shares
|
$92,966
0.0% of portfolio
|
Q3 2025
Reduced 37.96%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
2,000
shares
|
$80,840
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,505
shares
|
$60,832
0.0% of portfolio
|
Q3 2025
Reduced 18.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,044
shares
|
$42,198
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$40,420
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
871
shares
|
$35,205
0.02% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
542
shares
|
$21,907
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
482
shares
|
$19,482
0.0% of portfolio
|
Q3 2025
Reduced 37.89%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
480
shares
|
$19,401
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
417
shares
|
$16,855
0.0% of portfolio
|
Q3 2025
Reduced 30.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
218
shares
|
$8,811
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
150
shares
|
$6,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
145
shares
|
$5,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
80
shares
|
$3,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
80
shares
|
$3,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
34
shares
|
$1,374
0.0% of portfolio
|
Q3 2025
Reduced 20.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|