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 135 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
18,056
shares
|
$910,383
0.36% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
17,957
shares
|
$905,391
0.0% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
17,656
shares
|
$890,215
0.2% of portfolio
|
Q1 2025
Reduced 84.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,490
shares
|
$881,845
0.01% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
17,338
shares
|
$874,181
0.22% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
16,961
shares
|
$855,173
0.03% of portfolio
|
Q3 2025
Added 25.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,903
shares
|
$852,249
0.02% of portfolio
|
Q4 2020
Reduced 42.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
16,831
shares
|
$848,619
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
15,719
shares
|
$792,551
0.07% of portfolio
|
Q2 2025
Added 55.17%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
15,271
shares
|
$769,963
0.01% of portfolio
|
Q3 2025
Added 39.61%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
15,257
shares
|
$769,257
0.02% of portfolio
|
Q4 2024
Added 87.27%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
14,900
shares
|
$751,258
0.23% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
14,887
shares
|
$750,602
0.04% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
14,126
shares
|
$712,232
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
13,805
shares
|
$696,048
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
13,621
shares
|
$686,770
0.23% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
13,526
shares
|
$681,980
0.16% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
12,770
shares
|
$643,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,312
shares
|
$620,771
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
12,302
shares
|
$620,266
0.04% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,298
shares
|
$620,065
0.15% of portfolio
|
Q2 2025
Added 90.52%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
11,586
shares
|
$584,166
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,071
shares
|
$558,199
0.03% of portfolio
|
Q2 2025
Reduced 44.25%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
10,987
shares
|
$553,964
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
10,932
shares
|
$551,191
0.0% of portfolio
|
Q2 2025
New holding
|