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 99 institutions that hold shares in the stock, with a total of 3.27 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
28,243
shares
|
$1.28 Million
0.81% of portfolio
|
Q2 2024
Reduced 9.22%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
28,024
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
26,007
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2023
Reduced 12.17%
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
25,869
shares
|
$1.17 Million
1.23% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
23,809
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Added 10.44%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
23,296
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
23,082
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Added 55.96%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
22,528
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
22,255
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.19%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
21,720
shares
|
$983,264
0.0% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
20,980
shares
|
$949,764
0.0% of portfolio
|
Q2 2024
Reduced 32.59%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
19,642
shares
|
$889,193
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
17,632
shares
|
$798,200
0.0% of portfolio
|
Q2 2024
Added 92.45%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
17,438
shares
|
$789,418
0.36% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,903
shares
|
$765,198
0.02% of portfolio
|
Q4 2020
Reduced 42.15%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
16,831
shares
|
$761,939
0.08% of portfolio
|
Q3 2022
New holding
|
|
Acorn Financial Advisory Services Inc
|
Aug 01, 2024 Q2 2024 |
16,438
shares
|
$744,148
0.15% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,650
shares
|
$708,475
0.25% of portfolio
|
Q3 2024
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
14,979
shares
|
$678,099
0.14% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
14,969
shares
|
$677,646
0.07% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
Darwin Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
14,798
shares
|
$669,905
0.33% of portfolio
|
Q4 2023
Added 53.87%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
14,687
shares
|
$664,880
0.06% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
14,149
shares
|
$640,525
0.0% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
Swmg, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
13,584
shares
|
$614,947
0.26% of portfolio
|
Q4 2023
Added 2.67%
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,501
shares
|
$611,190
0.03% of portfolio
|
Q3 2024
Added 144.76%
|