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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
19,582
shares
|
$906,059
0.01% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
19,489
shares
|
$901,756
0.01% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
17,473
shares
|
$808,475
0.35% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,903
shares
|
$782,101
0.02% of portfolio
|
Q4 2020
Reduced 42.15%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
16,831
shares
|
$778,770
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,913
shares
|
$736,294
0.2% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,650
shares
|
$724,125
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
14,969
shares
|
$692,615
0.07% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
14,831
shares
|
$686,230
0.0% of portfolio
|
Q3 2024
Added 70.61%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
14,687
shares
|
$679,567
0.06% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
14,279
shares
|
$660,689
0.13% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,126
shares
|
$653,610
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
13,584
shares
|
$628,531
0.26% of portfolio
|
Q4 2023
Added 2.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,501
shares
|
$624,691
0.03% of portfolio
|
Q3 2024
Added 144.76%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
13,434
shares
|
$621,591
0.12% of portfolio
|
Q3 2024
Reduced 18.27%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
12,302
shares
|
$569,213
0.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,983
shares
|
$554,453
0.0% of portfolio
|
Q3 2024
Added 23.79%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
11,095
shares
|
$513,365
0.01% of portfolio
|
Q4 2024
Added 75.22%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,675
shares
|
$493,932
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
10,304
shares
|
$476,766
0.14% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
10,144
shares
|
$469,362
0.02% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,039
shares
|
$464,504
0.03% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,876
shares
|
$456,962
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,695
shares
|
$448,587
0.01% of portfolio
|
Q3 2024
Added 68.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
9,517
shares
|
$440,351
0.01% of portfolio
|
Q3 2024
Added 65.51%
|