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 134 institutions that hold shares in the stock, with a total of 5.23 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
10,079
shares
|
$499,011
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
9,696
shares
|
$480,048
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
9,590
shares
|
$474,800
0.06% of portfolio
|
Q1 2025
Reduced 38.13%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,518
shares
|
$471,236
0.03% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
9,517
shares
|
$471,186
0.01% of portfolio
|
Q3 2024
Added 65.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,241
shares
|
$457,521
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
9,070
shares
|
$449,055
0.28% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,067
shares
|
$448,907
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
9,053
shares
|
$448,214
0.41% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$445,590
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,571
shares
|
$424,350
0.15% of portfolio
|
Q4 2024
Added 72.65%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,568
shares
|
$424,201
0.0% of portfolio
|
Q2 2025
Added 20.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,495
shares
|
$420,587
0.01% of portfolio
|
Q2 2025
Reduced 25.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
8,360
shares
|
$413,903
0.0% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,299
shares
|
$410,883
0.01% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,282
shares
|
$410,041
0.02% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
8,282
shares
|
$410,041
0.02% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,841
shares
|
$388,207
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
7,796
shares
|
$385,979
0.02% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
7,766
shares
|
$384,494
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
7,491
shares
|
$370,879
0.11% of portfolio
|
Q2 2025
Added 735.12%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,380
shares
|
$365,383
0.0% of portfolio
|
Q2 2025
Reduced 59.79%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
7,314
shares
|
$362,116
0.07% of portfolio
|
Q2 2024
Reduced 16.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
6,104
shares
|
$302,209
0.0% of portfolio
|
Q2 2025
Reduced 57.92%
|
|
|
Share Andrew L.
Manchester, NH |
Aug 08, 2025 Q2 2025 |
6,000
shares
|
$297,060
0.25% of portfolio
|
Q3 2023
New holding
|