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 37 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $30.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
203,425
shares
|
$4.42 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
179,461
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
124,822
shares
|
$2.71 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,410
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
111,117
shares
|
$2.41 Million
1.73% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
93,196
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
70,062
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
45,666
shares
|
$991,865
0.0% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
43,945
shares
|
$954,485
0.11% of portfolio
|
Q3 2024
Added 143.65%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
43,842
shares
|
$952,248
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,437
shares
|
$921,731
0.03% of portfolio
|
Q1 2022
Added 11.78%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
36,490
shares
|
$792,562
0.01% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
27,726
shares
|
$602,208
0.0% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
25,116
shares
|
$545,519
0.03% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,960
shares
|
$542,131
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,919
shares
|
$541,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
23,234
shares
|
$504,642
0.0% of portfolio
|
Q4 2023
Added 118.49%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
18,988
shares
|
$412,419
0.01% of portfolio
|
Q4 2023
Added 9.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
17,114
shares
|
$371,716
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
15,865
shares
|
$344,587
0.01% of portfolio
|
Q3 2024
Added 43.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,468
shares
|
$335,964
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
14,415
shares
|
$313,093
0.11% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,202
shares
|
$308,467
0.0% of portfolio
|
Q3 2024
Reduced 45.1%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
13,763
shares
|
$298,932
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
13,719
shares
|
$297,976
0.0% of portfolio
|
Q3 2024
Reduced 21.58%
|