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 60 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $83.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
20,030
shares
|
$513,569
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
18,988
shares
|
$486,852
0.01% of portfolio
|
Q4 2023
Added 9.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,990
shares
|
$435,623
0.01% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
16,660
shares
|
$427,162
0.0% of portfolio
|
Q4 2025
Added 53.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
16,153
shares
|
$414,162
0.0% of portfolio
|
Q3 2025
Reduced 34.35%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
15,981
shares
|
$409,752
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
15,554
shares
|
$398,804
0.27% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
13,943
shares
|
$357,498
0.0% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
13,415
shares
|
$343,960
0.13% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,754
shares
|
$327,012
0.0% of portfolio
|
Q3 2025
Reduced 93.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,373
shares
|
$317,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
12,339
shares
|
$316,371
0.13% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
11,950
shares
|
$306,398
0.09% of portfolio
|
Q3 2025
Reduced 22.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
10,350
shares
|
$265,374
0.0% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
8,550
shares
|
$219,222
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,398
shares
|
$164,044
0.0% of portfolio
|
Q3 2025
Added 112.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,385
shares
|
$163,711
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,280
shares
|
$161,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
5,379
shares
|
$137,917
0.05% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$128,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,912
shares
|
$74,663
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,762
shares
|
$70,817
0.04% of portfolio
|
Q3 2025
Reduced 74.47%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
2,411
shares
|
$61,818
0.04% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,055
shares
|
$52,690
0.0% of portfolio
|
Q1 2025
Added 108.63%
|
|