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 34 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
206,412
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
189,694
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2024
Added 1.46%
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
132,867
shares
|
$2.97 Million
1.96% of portfolio
|
Q2 2024
New holding
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
132,726
shares
|
$2.97 Million
0.05% of portfolio
|
Q2 2024
Added 4.32%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
101,133
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2024
Added 0.83%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
93,191
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.27%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
61,955
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
52,389
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Added 23.28%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,437
shares
|
$949,315
0.03% of portfolio
|
Q1 2022
Added 11.78%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
40,171
shares
|
$898,625
0.02% of portfolio
|
Q2 2024
New holding
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
37,595
shares
|
$841,000
0.01% of portfolio
|
Q2 2024
Added 0.84%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
28,548
shares
|
$638,618
0.04% of portfolio
|
Q2 2024
Added 31.51%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
25,870
shares
|
$578,711
0.0% of portfolio
|
Q2 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
25,181
shares
|
$563,298
0.0% of portfolio
|
Q2 2024
Added 4.18%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
23,234
shares
|
$519,744
0.0% of portfolio
|
Q4 2023
Added 118.49%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
22,335
shares
|
$499,633
0.0% of portfolio
|
Q2 2024
Reduced 47.93%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
18,988
shares
|
$424,761
0.01% of portfolio
|
Q4 2023
Added 9.45%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
18,036
shares
|
$403,465
0.06% of portfolio
|
Q2 2024
Reduced 22.26%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
17,494
shares
|
$391,340
0.0% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
17,114
shares
|
$382,840
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
14,715
shares
|
$329,174
0.11% of portfolio
|
Q2 2024
New holding
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
13,763
shares
|
$307,878
0.14% of portfolio
|
Q1 2024
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
11,040
shares
|
$246,964
0.01% of portfolio
|
Q2 2024
Added 58.51%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,384
shares
|
$232,290
0.0% of portfolio
|
Q2 2024
Added 1.35%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
6,385
shares
|
$142,832
0.03% of portfolio
|
Q4 2023
New holding
|