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 |
---|---|---|---|---|---|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,651
shares
|
$64,058
0.0% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,200
shares
|
$46,560
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
871
shares
|
$33,794
0.02% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
776
shares
|
$30,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
741
shares
|
$28,750
0.0% of portfolio
|
Q3 2024
Reduced 34.13%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
480
shares
|
$18,624
0.02% of portfolio
|
Q4 2024
New holding
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
150
shares
|
$5,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
145
shares
|
$5,626
0.0% of portfolio
|
Q1 2025
New holding
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
80
shares
|
$3,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
43
shares
|
$1,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|