Institutional Ownership First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (YSEP). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $82.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
520,411
shares
|
$13.3 Million
3.79% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
380,535
shares
|
$9.76 Million
7.4% of portfolio
|
Q3 2025
Added 42.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
240,676
shares
|
$6.17 Million
0.0% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
209,941
shares
|
$5.38 Million
0.77% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
188,610
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.26%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
186,779
shares
|
$4.79 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
183,362
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
130,525
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
130,481
shares
|
$3.35 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,410
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
97,585
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
82,627
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
81,486
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2025
Added 32.55%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
54,532
shares
|
$1.4 Million
1.04% of portfolio
|
Q3 2025
Reduced 65.2%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
51,266
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
43,534
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,437
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2022
Added 11.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
36,136
shares
|
$926,527
0.0% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
28,727
shares
|
$736,560
0.06% of portfolio
|
Q3 2025
Reduced 43.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
26,558
shares
|
$680,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
26,500
shares
|
$679,460
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,960
shares
|
$639,974
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
23,234
shares
|
$595,719
0.0% of portfolio
|
Q4 2023
Added 118.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
22,260
shares
|
$570,746
0.02% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
21,013
shares
|
$538,773
0.39% of portfolio
|
Q3 2025
Added 29.78%
|
|