Institutional Ownership First Tr ETF Viii Ft Cboe Vest (DNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (DNOV). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 4.19 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
15,939
shares
|
$671,669
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
15,546
shares
|
$655,108
0.01% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
14,668
shares
|
$618,109
0.09% of portfolio
|
Q4 2024
Added 30.73%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
14,513
shares
|
$611,577
0.06% of portfolio
|
Q4 2024
Added 91.82%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
14,429
shares
|
$608,038
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
14,310
shares
|
$603,023
0.02% of portfolio
|
Q4 2024
Added 89.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
14,300
shares
|
$602,602
0.01% of portfolio
|
Q4 2024
Added 164.81%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
13,360
shares
|
$562,990
0.06% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,064
shares
|
$550,516
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,385
shares
|
$521,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,632
shares
|
$490,172
0.06% of portfolio
|
Q4 2024
Reduced 65.4%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
11,601
shares
|
$488,866
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,964
shares
|
$462,022
0.0% of portfolio
|
Q4 2024
Added 90.02%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
10,895
shares
|
$459,115
0.19% of portfolio
|
Q4 2024
Added 420.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,643
shares
|
$448,496
0.02% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
10,311
shares
|
$434,505
0.0% of portfolio
|
Q4 2024
Reduced 43.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
10,055
shares
|
$423,717
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
8,740
shares
|
$368,303
0.23% of portfolio
|
Q4 2024
Added 29.62%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
8,700
shares
|
$366,618
0.01% of portfolio
|
Q4 2023
Reduced 3.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,840
shares
|
$330,377
0.0% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
7,718
shares
|
$325,236
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,670
shares
|
$323,213
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,658
shares
|
$322,708
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
7,654
shares
|
$322,539
0.38% of portfolio
|
Q3 2022
Reduced 5.28%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,315
shares
|
$308,254
0.05% of portfolio
|
Q1 2023
New holding
|