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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
35,425
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
35,060
shares
|
$1.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
34,158
shares
|
$1.69 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
32,130
shares
|
$1.59 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
31,830
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
31,082
shares
|
$1.54 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
29,174
shares
|
$1.44 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
28,661
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
28,372
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
27,497
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
27,170
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
25,353
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
25,279
shares
|
$1.25 Million
0.07% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
24,581
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,456
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
24,022
shares
|
$1.19 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
23,154
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,837
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
20,333
shares
|
$1.01 Million
0.38% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
19,943
shares
|
$987,377
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,770
shares
|
$978,812
0.0% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
18,660
shares
|
$923,856
0.07% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,170
shares
|
$899,596
0.0% of portfolio
|
Q1 2025
Added 10912.12%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
17,656
shares
|
$874,148
0.22% of portfolio
|
Q1 2025
Reduced 84.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,490
shares
|
$865,929
0.01% of portfolio
|
Q4 2024
Reduced 12.1%
|