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 56 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $82 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
20,030
shares
|
$500,950
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
18,988
shares
|
$474,889
0.01% of portfolio
|
Q4 2023
Added 9.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
16,458
shares
|
$411,614
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
16,414
shares
|
$410,514
0.3% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
16,191
shares
|
$404,936
0.32% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
15,400
shares
|
$385,154
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
14,394
shares
|
$359,993
0.0% of portfolio
|
Q2 2025
Added 41.37%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
13,763
shares
|
$344,212
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
13,415
shares
|
$335,509
0.13% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,129
shares
|
$328,356
0.0% of portfolio
|
Q2 2025
Added 41.54%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
10,818
shares
|
$270,558
0.15% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,528
shares
|
$213,285
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,385
shares
|
$159,688
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,280
shares
|
$157,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,000
shares
|
$125,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
4,839
shares
|
$121,023
0.05% of portfolio
|
Q2 2025
Reduced 98.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
4,495
shares
|
$112,419
0.04% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,223
shares
|
$105,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,007
shares
|
$75,205
0.0% of portfolio
|
Q2 2025
Reduced 69.96%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,912
shares
|
$72,829
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
2,267
shares
|
$56,697
0.03% of portfolio
|
Q2 2025
Reduced 91.52%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,055
shares
|
$51,395
0.0% of portfolio
|
Q1 2025
Added 108.63%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,350
shares
|
$33,763
0.0% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,216
shares
|
$30,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,198
shares
|
$29,961
0.0% of portfolio
|
Q4 2024
Reduced 93.0%
|