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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,781
shares
|
$467,787
0.0% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
10,675
shares
|
$463,188
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
10,343
shares
|
$448,782
0.41% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
10,176
shares
|
$441,536
0.04% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
9,696
shares
|
$420,709
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,682
shares
|
$420,101
0.0% of portfolio
|
Q4 2024
Added 33.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,639
shares
|
$418,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,517
shares
|
$412,942
0.01% of portfolio
|
Q3 2024
Added 65.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,292
shares
|
$403,179
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
9,157
shares
|
$397,322
0.45% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
9,070
shares
|
$393,547
0.27% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
8,939
shares
|
$387,863
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
8,923
shares
|
$387,168
0.03% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
8,892
shares
|
$385,823
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
8,811
shares
|
$382,309
0.0% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,795
shares
|
$381,615
0.01% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,591
shares
|
$372,763
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,417
shares
|
$365,213
0.02% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,299
shares
|
$360,093
0.01% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,282
shares
|
$359,355
0.02% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
8,234
shares
|
$357,273
0.1% of portfolio
|
Q4 2024
Added 44.99%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
7,766
shares
|
$336,966
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
7,740
shares
|
$335,838
0.0% of portfolio
|
Q4 2024
Added 33.86%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
7,314
shares
|
$317,354
0.07% of portfolio
|
Q2 2024
Reduced 16.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,300
shares
|
$316,747
0.0% of portfolio
|
Q4 2024
Reduced 62.72%
|