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 102 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $134 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 |
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
12,827
shares
|
$510,899
0.03% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
12,614
shares
|
$502,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
11,800
shares
|
$469,994
0.07% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
11,089
shares
|
$441,674
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,975
shares
|
$437,134
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
10,349
shares
|
$412,200
0.45% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
9,934
shares
|
$395,671
0.31% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,900
shares
|
$394,317
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
9,900
shares
|
$394,317
0.25% of portfolio
|
Q3 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
9,377
shares
|
$373,485
0.0% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
9,040
shares
|
$360,063
0.11% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
8,971
shares
|
$357,314
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,795
shares
|
$310,474
0.0% of portfolio
|
Q4 2024
Reduced 62.78%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
7,627
shares
|
$303,783
0.16% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
6,902
shares
|
$274,906
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,720
shares
|
$267,657
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
6,109
shares
|
$243,321
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
6,043
shares
|
$240,692
0.02% of portfolio
|
Q3 2024
Added 76.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,971
shares
|
$237,824
0.01% of portfolio
|
Q3 2021
Reduced 16.66%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
5,616
shares
|
$223,685
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,446
shares
|
$216,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,335
shares
|
$212,493
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
5,159
shares
|
$205,482
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
5,158
shares
|
$205,443
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,961
shares
|
$197,596
0.1% of portfolio
|
Q4 2024
New holding
|