Institutional Ownership First Tr ETF Viii Cboe Vest U (XDEC)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest U (XDEC). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
710,865
shares
|
$25.6 Million
2.38% of portfolio
|
Q4 2024
Added 77.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
423,737
shares
|
$15.2 Million
0.02% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
417,270
shares
|
$15 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.42%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
345,273
shares
|
$12.4 Million
0.04% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
273,911
shares
|
$9.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.97%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
269,964
shares
|
$9.71 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.65%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
226,379
shares
|
$8.14 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
167,585
shares
|
$6.02 Million
0.04% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
160,520
shares
|
$5.77 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.88%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
140,736
shares
|
$5.06 Million
3.22% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
136,327
shares
|
$4.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 90.82%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
130,935
shares
|
$4.71 Million
1.79% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
123,456
shares
|
$4.44 Million
0.14% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
116,926
shares
|
$4.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
102,294
shares
|
$3.68 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
95,228
shares
|
$3.42 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
95,228
shares
|
$3.42 Million
0.04% of portfolio
|
Q4 2024
Added 3493.51%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
88,436
shares
|
$3.18 Million
0.34% of portfolio
|
Q4 2024
Added 199.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
85,000
shares
|
$3.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
73,623
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
67,238
shares
|
$2.42 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
57,394
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 482.62%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
52,200
shares
|
$1.88 Million
0.12% of portfolio
|
Q1 2023
Added 9.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
49,090
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,111
shares
|
$1.66 Million
0.05% of portfolio
|
Q1 2022
Added 5.13%
|