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 134 institutions that hold shares in the stock, with a total of 5.29 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
645,003
shares
|
$31.9 Million
0.01% of portfolio
|
Q2 2025
Added 151.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
354,995
shares
|
$17.6 Million
0.04% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
340,663
shares
|
$16.9 Million
0.03% of portfolio
|
Q2 2025
Added 212.76%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
285,613
shares
|
$14.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
219,025
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
216,195
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
194,904
shares
|
$9.65 Million
0.0% of portfolio
|
Q2 2025
Added 95.05%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
192,968
shares
|
$9.55 Million
0.02% of portfolio
|
Q2 2025
Added 32.69%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
163,001
shares
|
$8.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
133,418
shares
|
$6.61 Million
1.5% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,419
shares
|
$6.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
127,290
shares
|
$6.3 Million
0.18% of portfolio
|
Q2 2025
Added 532.59%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
114,248
shares
|
$5.66 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
106,319
shares
|
$5.26 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
106,261
shares
|
$5.26 Million
3.81% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
86,792
shares
|
$4.3 Million
0.23% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,257
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
80,771
shares
|
$4 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
73,408
shares
|
$3.63 Million
1.51% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
64,844
shares
|
$3.21 Million
0.06% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
64,020
shares
|
$3.17 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
49,261
shares
|
$2.44 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
48,311
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
48,253
shares
|
$2.39 Million
0.51% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
45,616
shares
|
$2.26 Million
0.03% of portfolio
|
Q2 2025
New holding
|