Institutional Ownership First Tr ETF Viii Cboe Vest Us (FSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FSEP). We have compiled data on the 131 institutions that hold shares in the stock, with a total of 4.47 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
314,798
shares
|
$14.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
306,850
shares
|
$14.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
256,591
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.91%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
238,753
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
216,195
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
163,001
shares
|
$7.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
145,428
shares
|
$6.75 Million
0.02% of portfolio
|
Q1 2025
Added 38.73%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
141,230
shares
|
$6.55 Million
1.56% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,419
shares
|
$5.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
114,518
shares
|
$5.31 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
108,923
shares
|
$5.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 60.53%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
107,757
shares
|
$5 Million
3.66% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
106,319
shares
|
$4.93 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
102,890
shares
|
$4.77 Million
0.27% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
99,924
shares
|
$4.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
93,420
shares
|
$4.33 Million
0.06% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,257
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
73,408
shares
|
$3.41 Million
1.56% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
65,375
shares
|
$3.03 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
60,421
shares
|
$2.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
57,712
shares
|
$2.68 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,375
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
52,706
shares
|
$2.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
45,488
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
36,097
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.63%
|