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 134 institutions that hold shares in the stock, with a total of 5.23 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
17,338
shares
|
$858,404
0.22% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,903
shares
|
$836,867
0.02% of portfolio
|
Q4 2020
Reduced 42.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
16,478
shares
|
$815,825
0.33% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
15,719
shares
|
$778,247
0.07% of portfolio
|
Q2 2025
Added 55.17%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
15,257
shares
|
$755,374
0.02% of portfolio
|
Q4 2024
Added 87.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
15,199
shares
|
$752,502
0.02% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
14,900
shares
|
$737,699
0.23% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
14,509
shares
|
$718,340
0.07% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
14,325
shares
|
$709,230
0.12% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
14,126
shares
|
$699,378
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
13,805
shares
|
$683,485
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
13,621
shares
|
$674,375
0.23% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,530
shares
|
$669,870
0.03% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
12,770
shares
|
$632,242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,312
shares
|
$609,567
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
12,302
shares
|
$609,072
0.04% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,298
shares
|
$608,873
0.15% of portfolio
|
Q2 2025
Added 90.52%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
11,659
shares
|
$577,237
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,071
shares
|
$548,125
0.03% of portfolio
|
Q2 2025
Reduced 44.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,059
shares
|
$547,531
0.02% of portfolio
|
Q4 2024
Added 45.38%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
10,938
shares
|
$541,540
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
10,932
shares
|
$541,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,475
shares
|
$518,617
0.17% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
10,343
shares
|
$512,081
0.41% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,182
shares
|
$504,110
0.02% of portfolio
|
Q2 2025
New holding
|