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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
10,343
shares
|
$479,811
0.41% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,130
shares
|
$469,930
0.04% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
10,112
shares
|
$469,095
0.0% of portfolio
|
Q1 2025
Added 56.44%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,079
shares
|
$467,564
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
9,696
shares
|
$449,797
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
9,621
shares
|
$446,318
0.43% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
9,590
shares
|
$444,880
0.06% of portfolio
|
Q1 2025
Reduced 38.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,587
shares
|
$444,740
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
9,517
shares
|
$441,493
0.01% of portfolio
|
Q3 2024
Added 65.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,292
shares
|
$431,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
9,070
shares
|
$420,757
0.28% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,511
shares
|
$394,825
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
8,329
shares
|
$386,382
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,299
shares
|
$384,990
0.01% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,282
shares
|
$384,201
0.02% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
8,282
shares
|
$384,201
0.02% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
7,766
shares
|
$360,264
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
7,314
shares
|
$339,296
0.07% of portfolio
|
Q2 2024
Reduced 16.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,104
shares
|
$329,554
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,050
shares
|
$327,049
0.0% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
6,703
shares
|
$310,952
0.13% of portfolio
|
Q1 2025
Reduced 25.01%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
6,455
shares
|
$299,447
0.09% of portfolio
|
Q1 2025
Added 28.05%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,136
shares
|
$284,649
0.0% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,098
shares
|
$282,886
0.02% of portfolio
|
Q1 2025
Added 76125.0%
|
|
|
Share Andrew L.
Manchester, NH |
Apr 17, 2025 Q1 2025 |
6,000
shares
|
$278,340
0.25% of portfolio
|
Q3 2023
New holding
|