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 135 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
35,425
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
34,980
shares
|
$1.76 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
34,158
shares
|
$1.72 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
32,894
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
32,130
shares
|
$1.62 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
31,830
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
31,082
shares
|
$1.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
30,799
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
29,174
shares
|
$1.47 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
27,497
shares
|
$1.39 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
25,831
shares
|
$1.3 Million
0.21% of portfolio
|
Q3 2025
Added 80.32%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
25,353
shares
|
$1.28 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
25,279
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
25,169
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
24,080
shares
|
$1.21 Million
0.34% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
23,265
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 24.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,039
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
21,320
shares
|
$1.07 Million
0.33% of portfolio
|
Q3 2025
Added 103.53%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
20,674
shares
|
$1.04 Million
0.94% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
20,006
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,778
shares
|
$997,206
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
19,214
shares
|
$968,769
0.36% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
19,182
shares
|
$967,156
0.02% of portfolio
|
Q3 2025
Added 26.21%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
19,117
shares
|
$963,879
0.1% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,170
shares
|
$916,131
0.0% of portfolio
|
Q1 2025
Added 10912.12%
|