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 117 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $236 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
447,864
shares
|
$20.6 Million
0.05% of portfolio
|
Q3 2024
Added 49.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
392,923
shares
|
$18.1 Million
0.01% of portfolio
|
Q3 2024
Added 281.37%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
322,515
shares
|
$14.8 Million
0.06% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
254,846
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2024
Added 408.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
220,127
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.26%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
211,633
shares
|
$9.74 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
175,980
shares
|
$8.1 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
169,668
shares
|
$7.81 Million
0.28% of portfolio
|
Q3 2024
Added 1542.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
141,813
shares
|
$6.53 Million
0.04% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,419
shares
|
$5.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
117,782
shares
|
$5.42 Million
4.09% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
114,227
shares
|
$5.26 Million
1.81% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
111,724
shares
|
$5.14 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
107,828
shares
|
$4.96 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
107,435
shares
|
$4.94 Million
1.44% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
95,486
shares
|
$4.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
93,408
shares
|
$4.3 Million
0.28% of portfolio
|
Q3 2024
Added 646.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,257
shares
|
$3.97 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
84,819
shares
|
$3.9 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
73,408
shares
|
$3.38 Million
1.55% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
70,078
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
67,253
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Added 198.53%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
66,509
shares
|
$3.06 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
60,441
shares
|
$2.78 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,028
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Added 3.58%
|