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 58 institutions that hold shares in the stock, with a total of 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $82.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
520,411
shares
|
$13.3 Million
3.92% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
380,535
shares
|
$9.7 Million
7.4% of portfolio
|
Q3 2025
Added 42.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
209,128
shares
|
$5.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
207,948
shares
|
$5.3 Million
0.65% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
203,308
shares
|
$5.18 Million
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
188,610
shares
|
$4.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.26%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
186,779
shares
|
$4.76 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
156,688
shares
|
$4 Million
3.16% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
131,140
shares
|
$3.34 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
124,521
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,410
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
80,702
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
71,898
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
61,872
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
61,476
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
50,890
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 29.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,437
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2022
Added 11.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
33,924
shares
|
$865,062
0.0% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
28,727
shares
|
$732,538
0.06% of portfolio
|
Q3 2025
Reduced 43.32%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
26,500
shares
|
$675,750
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,960
shares
|
$636,480
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,605
shares
|
$627,427
0.0% of portfolio
|
Q2 2025
Added 115.95%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
23,615
shares
|
$602,182
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
23,234
shares
|
$592,467
0.0% of portfolio
|
Q4 2023
Added 118.49%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,308
shares
|
$543,354
0.0% of portfolio
|
Q2 2025
New holding
|