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 |
|---|---|---|---|---|---|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
17,656
shares
|
$819,061
0.34% of portfolio
|
Q1 2025
Reduced 84.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,490
shares
|
$811,361
0.01% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
17,346
shares
|
$804,680
0.0% of portfolio
|
Q1 2025
Reduced 27.12%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
17,152
shares
|
$795,681
0.07% of portfolio
|
Q1 2025
Added 44.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,903
shares
|
$784,130
0.02% of portfolio
|
Q4 2020
Reduced 42.15%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
16,831
shares
|
$780,790
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
16,816
shares
|
$780,094
0.34% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,913
shares
|
$738,204
0.2% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
15,798
shares
|
$732,869
0.0% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
15,257
shares
|
$707,772
0.02% of portfolio
|
Q4 2024
Added 87.27%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
14,900
shares
|
$691,211
0.22% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
14,527
shares
|
$673,907
0.13% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
14,509
shares
|
$673,072
0.05% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,507
shares
|
$672,979
0.0% of portfolio
|
Q1 2025
Added 204.96%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
14,319
shares
|
$664,258
0.0% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
14,126
shares
|
$655,305
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
13,513
shares
|
$626,868
0.24% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,302
shares
|
$617,079
0.02% of portfolio
|
Q1 2025
Reduced 20.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
12,653
shares
|
$586,972
0.03% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
12,302
shares
|
$570,689
0.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
11,433
shares
|
$530,376
0.01% of portfolio
|
Q1 2025
Added 29.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,059
shares
|
$513,027
0.02% of portfolio
|
Q4 2024
Added 45.38%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
10,696
shares
|
$496,187
0.01% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
10,675
shares
|
$495,213
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
10,525
shares
|
$488,254
0.04% of portfolio
|
Q1 2025
Added 3.43%
|