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 101 institutions that hold shares in the stock, with a total of 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
322,515
shares
|
$14.6 Million
0.06% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
299,238
shares
|
$13.5 Million
0.03% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
220,127
shares
|
$9.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.26%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
175,980
shares
|
$7.96 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,419
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
119,899
shares
|
$5.42 Million
2.07% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
117,782
shares
|
$5.33 Million
4.09% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
111,724
shares
|
$5.05 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
110,788
shares
|
$5.01 Million
0.03% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
107,435
shares
|
$4.86 Million
1.44% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
103,030
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
96,281
shares
|
$4.36 Million
0.0% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
93,408
shares
|
$4.23 Million
0.28% of portfolio
|
Q3 2024
Added 646.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,257
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
72,287
shares
|
$3.27 Million
1.49% of portfolio
|
Q1 2024
Added 468.65%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
71,617
shares
|
$3.24 Million
0.26% of portfolio
|
Q3 2024
Added 65.75%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
58,664
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Added 314.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,028
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
52,115
shares
|
$2.36 Million
0.07% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
50,141
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 27.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
49,133
shares
|
$2.22 Million
0.08% of portfolio
|
Q2 2024
Reduced 25.74%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
42,511
shares
|
$1.92 Million
1.0% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
40,860
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.84%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
35,951
shares
|
$1.63 Million
0.18% of portfolio
|
Q2 2024
Reduced 10.88%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
35,890
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.68%
|