Institutional Ownership First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DSEP). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
388,226
shares
|
$15.4 Million
3.91% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
370,728
shares
|
$14.7 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
175,832
shares
|
$6.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
169,445
shares
|
$6.72 Million
0.04% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
169,405
shares
|
$6.71 Million
3.06% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
130,562
shares
|
$5.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
94,107
shares
|
$3.73 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
94,107
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
91,291
shares
|
$3.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
89,450
shares
|
$3.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,055
shares
|
$3.33 Million
0.0% of portfolio
|
Q4 2024
Added 39.88%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
73,116
shares
|
$2.9 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
70,981
shares
|
$2.81 Million
0.92% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
62,725
shares
|
$2.49 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
60,644
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
55,005
shares
|
$2.18 Million
0.89% of portfolio
|
Q1 2025
Added 43.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
53,770
shares
|
$2.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
50,869
shares
|
$2.02 Million
0.78% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
46,167
shares
|
$1.83 Million
0.5% of portfolio
|
Q4 2024
Added 45.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
45,371
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
43,730
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.34%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
41,419
shares
|
$1.64 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
37,594
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,437
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,218
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 242.81%
|