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 133 institutions that hold shares in the stock, with a total of 5.14 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
42,245
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
40,847
shares
|
$1.77 Million
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
40,313
shares
|
$1.75 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
35,250
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
33,754
shares
|
$1.46 Million
0.94% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
32,477
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
31,696
shares
|
$1.38 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
28,656
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
27,552
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
27,480
shares
|
$1.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
27,360
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Reduced 34.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
25,353
shares
|
$1.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
25,279
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
24,795
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.59%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
24,755
shares
|
$1.07 Million
1.2% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
23,802
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
22,321
shares
|
$968,508
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,314
shares
|
$968,204
0.0% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
21,319
shares
|
$925,031
0.01% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
20,639
shares
|
$895,526
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
20,475
shares
|
$888,410
0.03% of portfolio
|
Q4 2024
Added 50.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,048
shares
|
$869,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
19,943
shares
|
$865,326
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
19,688
shares
|
$854,262
0.01% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
19,602
shares
|
$850,530
0.01% of portfolio
|
Q4 2024
Added 0.58%
|