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 105 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,975
shares
|
$485,753
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,658
shares
|
$471,723
0.01% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
10,571
shares
|
$467,872
0.04% of portfolio
|
Q3 2025
Reduced 28.75%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
10,117
shares
|
$447,778
0.4% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
10,094
shares
|
$446,760
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
9,900
shares
|
$438,174
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,900
shares
|
$438,174
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
9,378
shares
|
$415,070
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,971
shares
|
$397,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
8,816
shares
|
$390,196
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,430
shares
|
$373,111
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
7,700
shares
|
$340,802
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
7,700
shares
|
$340,802
0.01% of portfolio
|
Q3 2025
Reduced 53.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
7,500
shares
|
$331,950
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
7,435
shares
|
$329,073
0.14% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,367
shares
|
$326,063
0.01% of portfolio
|
Q3 2025
Reduced 42.93%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
7,010
shares
|
$310,262
0.06% of portfolio
|
Q2 2025
Reduced 84.3%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6,648
shares
|
$294,240
0.3% of portfolio
|
Q3 2025
Reduced 30.02%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
6,492
shares
|
$287,335
0.05% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,461
shares
|
$285,963
0.0% of portfolio
|
Q3 2025
Reduced 51.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,971
shares
|
$264,276
0.01% of portfolio
|
Q3 2021
Reduced 16.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,905
shares
|
$261,355
0.0% of portfolio
|
Q3 2025
Reduced 41.11%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
5,784
shares
|
$255,999
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,701
shares
|
$252,326
0.03% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
5,666
shares
|
$250,777
0.09% of portfolio
|
Q1 2025
New holding
|
|