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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,830
shares
|
$270,453
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
5,743
shares
|
$266,417
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,679
shares
|
$263,448
0.03% of portfolio
|
Q4 2023
Reduced 55.88%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,600
shares
|
$259,784
0.02% of portfolio
|
Q1 2025
Reduced 37.24%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
5,545
shares
|
$257,232
0.14% of portfolio
|
Q1 2025
Reduced 35.46%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,491
shares
|
$254,727
0.0% of portfolio
|
Q1 2025
Reduced 49.07%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
5,100
shares
|
$236,589
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,884
shares
|
$226,568
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
4,870
shares
|
$225,919
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
4,741
shares
|
$219,934
0.0% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
4,716
shares
|
$218,775
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,665
shares
|
$216,409
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
4,615
shares
|
$214,089
0.07% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
4,511
shares
|
$209,265
0.02% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
4,450
shares
|
$206,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,997
shares
|
$185,420
0.22% of portfolio
|
Q3 2022
Added 182.07%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,310
shares
|
$107,160
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,144
shares
|
$99,460
0.0% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
1,600
shares
|
$74,224
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,502
shares
|
$69,677
0.0% of portfolio
|
Q1 2025
Reduced 53.61%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,300
shares
|
$60,307
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,036
shares
|
$48,060
0.06% of portfolio
|
Q1 2025
Added 117.65%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
897
shares
|
$41,611
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
843
shares
|
$39,106
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
675
shares
|
$31,313
0.02% of portfolio
|
Q3 2024
New holding
|