Institutional Ownership First Tr ETF Viii Cboe Vest Us (FSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FSEP). We have compiled data on the 131 institutions that hold shares in the stock, with a total of 4.97 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
492,568
shares
|
$23.2 Million
0.01% of portfolio
|
Q4 2024
Added 25.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
325,834
shares
|
$15.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 27.25%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
312,783
shares
|
$14.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
275,938
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
270,551
shares
|
$12.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
221,734
shares
|
$10.4 Million
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
167,643
shares
|
$7.89 Million
0.04% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
131,677
shares
|
$6.19 Million
0.2% of portfolio
|
Q4 2024
Reduced 22.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,419
shares
|
$5.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
114,357
shares
|
$5.38 Million
4.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
114,227
shares
|
$5.37 Million
1.81% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
106,924
shares
|
$5.03 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
104,831
shares
|
$4.93 Million
0.01% of portfolio
|
Q4 2024
Added 55.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
100,301
shares
|
$4.72 Million
0.0% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
99,041
shares
|
$4.66 Million
0.29% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,257
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
84,819
shares
|
$3.99 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
73,408
shares
|
$3.45 Million
1.48% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
70,078
shares
|
$3.3 Million
0.01% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
66,509
shares
|
$3.13 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
60,468
shares
|
$2.84 Million
0.07% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
60,441
shares
|
$2.84 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
59,857
shares
|
$2.82 Million
0.01% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,571
shares
|
$2.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
42,245
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.85%
|