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 |
---|---|---|---|---|---|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
7,053
shares
|
$319,289
0.01% of portfolio
|
Q2 2024
Added 10.32%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
6,882
shares
|
$311,548
0.06% of portfolio
|
Q2 2024
Added 0.58%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
6,332
shares
|
$286,649
0.0% of portfolio
|
Q3 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
6,127
shares
|
$277,369
0.01% of portfolio
|
Q2 2024
Reduced 15.76%
|
|
Share Andrew L.
Manchester, NH |
Jul 30, 2024 Q2 2024 |
6,000
shares
|
$271,620
0.35% of portfolio
|
Q3 2023
New holding
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
5,836
shares
|
$264,195
0.01% of portfolio
|
Q2 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
5,750
shares
|
$260,302
0.01% of portfolio
|
Q2 2024
Reduced 43.79%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
5,750
shares
|
$260,302
0.01% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,679
shares
|
$257,088
0.03% of portfolio
|
Q4 2023
Reduced 55.88%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
5,576
shares
|
$252,425
0.0% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
5,552
shares
|
$251,339
0.0% of portfolio
|
Q2 2024
Added 886.15%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,545
shares
|
$251,022
0.01% of portfolio
|
Q2 2024
Added 5.56%
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 13, 2024 Q2 2024 |
5,100
shares
|
$230,877
0.09% of portfolio
|
Q4 2023
New holding
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
4,800
shares
|
$217,296
0.1% of portfolio
|
Q1 2024
New holding
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,678
shares
|
$211,773
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,997
shares
|
$180,944
0.22% of portfolio
|
Q3 2022
Added 182.07%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,959
shares
|
$133,953
0.01% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 09, 2024 Q3 2024 |
2,171
shares
|
$98,281
0.06% of portfolio
|
Q3 2022
Reduced 93.41%
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,600
shares
|
$72,432
0.0% of portfolio
|
Q2 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$58,851
0.01% of portfolio
|
Q1 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
476
shares
|
$21,548
0.02% of portfolio
|
Q2 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
460
shares
|
$20,824
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
300
shares
|
$13,581
0.0% of portfolio
|
Q3 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
227
shares
|
$10,276
0.0% of portfolio
|
Q2 2024
New holding
|