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 99 institutions that hold shares in the stock, with a total of 3.27 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,692
shares
|
$574,566
0.0% of portfolio
|
Q2 2024
Reduced 15.14%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
12,510
shares
|
$566,327
0.04% of portfolio
|
Q2 2024
Reduced 17.86%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
11,799
shares
|
$534,140
0.05% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
11,245
shares
|
$509,061
0.23% of portfolio
|
Q2 2024
Reduced 70.73%
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,675
shares
|
$483,257
0.18% of portfolio
|
Q3 2024
New holding
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
10,500
shares
|
$475,335
0.04% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
10,329
shares
|
$467,593
0.02% of portfolio
|
Q2 2024
Reduced 33.84%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
10,292
shares
|
$465,918
0.01% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,039
shares
|
$454,465
0.03% of portfolio
|
Q3 2024
Added 12.28%
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,876
shares
|
$447,086
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
9,806
shares
|
$443,917
0.02% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,680
shares
|
$438,213
0.0% of portfolio
|
Q2 2024
Reduced 20.4%
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
9,463
shares
|
$428,390
0.14% of portfolio
|
Q2 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
9,122
shares
|
$412,952
0.04% of portfolio
|
Q1 2024
Reduced 12.23%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
9,120
shares
|
$412,862
0.04% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
9,111
shares
|
$412,454
0.0% of portfolio
|
Q2 2024
Reduced 14.66%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
8,693
shares
|
$393,532
0.0% of portfolio
|
Q2 2024
Reduced 9.85%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
8,282
shares
|
$374,926
0.02% of portfolio
|
Q2 2024
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,282
shares
|
$374,926
0.02% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
8,147
shares
|
$368,814
0.01% of portfolio
|
Q3 2024
New holding
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 06, 2024 Q2 2024 |
7,949
shares
|
$359,851
0.32% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
7,766
shares
|
$351,566
0.13% of portfolio
|
Q4 2023
New holding
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
7,653
shares
|
$346,451
0.07% of portfolio
|
Q3 2024
Added 7.15%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
7,335
shares
|
$332,055
0.0% of portfolio
|
Q2 2024
Reduced 56.06%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
7,314
shares
|
$331,104
0.07% of portfolio
|
Q2 2024
Reduced 16.07%
|