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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,565
shares
|
$246,306
0.01% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,477
shares
|
$242,412
0.02% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,149
shares
|
$227,894
0.0% of portfolio
|
Q2 2025
Reduced 75.36%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
5,111
shares
|
$226,212
0.02% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,026
shares
|
$222,450
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,941
shares
|
$218,688
0.01% of portfolio
|
Q3 2025
Added 425.08%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
4,791
shares
|
$212,049
0.02% of portfolio
|
Q3 2025
Reduced 42.84%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
4,705
shares
|
$208,243
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,548
shares
|
$201,294
0.0% of portfolio
|
Q3 2025
Reduced 50.31%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,441
shares
|
$196,558
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,321
shares
|
$146,987
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,706
shares
|
$119,767
0.0% of portfolio
|
Q3 2025
Added 732.62%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,525
shares
|
$111,756
0.01% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,510
shares
|
$111,092
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,899
shares
|
$84,049
0.03% of portfolio
|
Q3 2025
Reduced 57.69%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,690
shares
|
$74,799
0.03% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,650
shares
|
$73,029
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,545
shares
|
$68,381
0.08% of portfolio
|
Q3 2022
Reduced 14.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,507
shares
|
$66,699
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,370
shares
|
$60,636
0.01% of portfolio
|
Q3 2025
Added 242.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,235
shares
|
$54,661
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
1,235
shares
|
$54,661
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,080
shares
|
$47,800
0.0% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
944
shares
|
$41,781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
894
shares
|
$39,568
0.0% of portfolio
|
Q4 2023
New holding
|
|