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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
9,289
shares
|
$429,802
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
8,959
shares
|
$414,532
0.39% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,837
shares
|
$408,887
0.03% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,811
shares
|
$407,684
0.0% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,417
shares
|
$389,454
0.02% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,299
shares
|
$383,994
0.01% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,282
shares
|
$383,208
0.02% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
8,147
shares
|
$376,961
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
7,766
shares
|
$359,332
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
7,653
shares
|
$354,104
0.07% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,607
shares
|
$351,975
0.01% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
7,314
shares
|
$338,418
0.06% of portfolio
|
Q2 2024
Reduced 16.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,266
shares
|
$336,197
0.0% of portfolio
|
Q3 2024
Added 3100.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,219
shares
|
$334,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
7,185
shares
|
$332,449
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
6,912
shares
|
$319,818
0.06% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,136
shares
|
$283,912
0.0% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
6,000
shares
|
$277,620
0.35% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
5,830
shares
|
$269,754
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,782
shares
|
$267,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,736
shares
|
$265,404
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,679
shares
|
$262,767
0.03% of portfolio
|
Q4 2023
Reduced 55.88%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
5,679
shares
|
$262,767
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,545
shares
|
$256,567
0.01% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
5,389
shares
|
$249,349
0.11% of portfolio
|
Q4 2024
New holding
|