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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
19,413
shares
|
$842,330
0.38% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
17,656
shares
|
$766,093
0.34% of portfolio
|
Q1 2025
Reduced 84.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,490
shares
|
$758,891
0.01% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
17,104
shares
|
$742,142
0.0% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,903
shares
|
$733,421
0.02% of portfolio
|
Q4 2020
Reduced 42.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
16,891
shares
|
$732,900
0.34% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
16,831
shares
|
$730,297
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
16,777
shares
|
$727,954
0.03% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,913
shares
|
$690,465
0.2% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
15,719
shares
|
$682,047
0.07% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
15,500
shares
|
$672,545
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
15,257
shares
|
$662,001
0.02% of portfolio
|
Q4 2024
Added 87.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,200
shares
|
$659,528
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
14,900
shares
|
$646,511
0.22% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
14,687
shares
|
$637,268
0.05% of portfolio
|
Q4 2024
Reduced 59.9%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,527
shares
|
$630,326
0.13% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
14,464
shares
|
$627,592
0.19% of portfolio
|
Q4 2024
Added 40.37%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
14,126
shares
|
$612,927
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
13,551
shares
|
$587,977
0.26% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
12,302
shares
|
$533,783
0.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
11,872
shares
|
$515,126
0.05% of portfolio
|
Q4 2024
Added 65.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,577
shares
|
$502,326
0.02% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
11,095
shares
|
$481,412
0.01% of portfolio
|
Q4 2024
Added 75.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,059
shares
|
$479,850
0.02% of portfolio
|
Q4 2024
Added 45.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
10,996
shares
|
$477,116
0.03% of portfolio
|
Q4 2024
Added 9.53%
|