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 113 institutions that hold shares in the stock, with a total of 4.96 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
54,708
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
43,259
shares
|
$1.98 Million
0.21% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
42,041
shares
|
$1.93 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
40,406
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
35,680
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
33,323
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 69.65%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
32,584
shares
|
$1.49 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
32,543
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
31,696
shares
|
$1.45 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
29,514
shares
|
$1.35 Million
0.82% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
27,552
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
26,007
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2023
Reduced 12.17%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
24,755
shares
|
$1.13 Million
1.2% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
24,065
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
23,809
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
22,765
shares
|
$1.04 Million
0.44% of portfolio
|
Q3 2024
Added 102.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,331
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
22,321
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
22,017
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
20,755
shares
|
$950,371
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,064
shares
|
$918,730
0.0% of portfolio
|
Q3 2024
Added 328.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
19,898
shares
|
$911,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
19,582
shares
|
$896,659
0.01% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
19,489
shares
|
$892,401
0.01% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
17,473
shares
|
$800,088
0.35% of portfolio
|
Q3 2024
Added 0.2%
|