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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,104
shares
|
$308,242
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
6,689
shares
|
$290,235
0.0% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,464
shares
|
$280,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,424
shares
|
$278,737
0.0% of portfolio
|
Q4 2024
Reduced 67.98%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
6,277
shares
|
$272,359
0.06% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,098
shares
|
$264,592
0.02% of portfolio
|
Q1 2025
Added 76125.0%
|
|
|
Share Andrew L.
Manchester, NH |
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$260,340
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,830
shares
|
$252,963
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,679
shares
|
$246,411
0.03% of portfolio
|
Q4 2023
Reduced 55.88%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
5,544
shares
|
$240,554
0.05% of portfolio
|
Q4 2024
Reduced 58.73%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
5,100
shares
|
$221,289
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
5,041
shares
|
$218,728
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
4,953
shares
|
$214,910
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
4,777
shares
|
$207,274
0.08% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,757
shares
|
$206,406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
4,719
shares
|
$204,757
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
4,705
shares
|
$204,149
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
4,591
shares
|
$199,203
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,997
shares
|
$173,429
0.22% of portfolio
|
Q3 2022
Added 182.07%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,238
shares
|
$140,496
0.0% of portfolio
|
Q4 2024
Added 200.09%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,560
shares
|
$111,078
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,104
shares
|
$91,292
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
1,600
shares
|
$69,424
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$56,407
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,284
shares
|
$55,712
0.0% of portfolio
|
Q4 2024
Reduced 77.62%
|