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 55 institutions that hold shares in the stock, with a total of 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $94.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,960
shares
|
$598,291
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
23,234
shares
|
$556,918
0.0% of portfolio
|
Q4 2023
Added 118.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
23,230
shares
|
$556,823
0.02% of portfolio
|
Q1 2025
Added 21.02%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
20,784
shares
|
$498,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
20,030
shares
|
$480,119
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
19,885
shares
|
$476,643
0.27% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
18,988
shares
|
$455,142
0.01% of portfolio
|
Q4 2023
Added 9.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,867
shares
|
$404,301
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
16,241
shares
|
$389,296
0.35% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
15,400
shares
|
$369,138
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Apr 21, 2025 Q1 2025 |
15,064
shares
|
$361,084
0.28% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
13,763
shares
|
$329,899
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
13,415
shares
|
$321,557
0.13% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,394
shares
|
$273,114
0.0% of portfolio
|
Q1 2025
Reduced 55.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,549
shares
|
$252,859
0.0% of portfolio
|
Q1 2025
Reduced 25.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,182
shares
|
$244,062
0.0% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,009
shares
|
$239,915
0.01% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,276
shares
|
$222,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,385
shares
|
$153,048
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
4,795
shares
|
$114,936
0.05% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,912
shares
|
$69,800
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,055
shares
|
$49,258
0.0% of portfolio
|
Q1 2025
Added 108.63%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,382
shares
|
$33,126
0.0% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,216
shares
|
$29,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,198
shares
|
$28,716
0.0% of portfolio
|
Q4 2024
Reduced 93.0%
|