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 $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
35,060
shares
|
$1.63 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
33,141
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 48.47%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
32,430
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
32,160
shares
|
$1.49 Million
0.87% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
31,082
shares
|
$1.44 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
30,933
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.86%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
29,581
shares
|
$1.37 Million
2.07% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
28,661
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
27,552
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
27,480
shares
|
$1.27 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
27,360
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
Reduced 34.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
25,353
shares
|
$1.18 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
25,279
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,456
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
24,022
shares
|
$1.11 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
23,154
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,837
shares
|
$966,628
0.01% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
20,333
shares
|
$943,247
0.38% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
20,122
shares
|
$933,459
0.03% of portfolio
|
Q1 2025
Reduced 84.72%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
19,943
shares
|
$925,155
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
19,858
shares
|
$921,212
0.04% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,770
shares
|
$917,130
0.0% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
18,355
shares
|
$851,488
0.01% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
18,224
shares
|
$845,411
0.24% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,170
shares
|
$842,906
0.0% of portfolio
|
Q1 2025
Added 10912.12%
|