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 |
|---|---|---|---|---|---|
|
Share Andrew L.
Manchester, NH |
Aug 08, 2025 Q2 2025 |
6,000
shares
|
$297,060
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,830
shares
|
$288,643
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,679
shares
|
$281,167
0.03% of portfolio
|
Q4 2023
Reduced 55.88%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,600
shares
|
$277,256
0.02% of portfolio
|
Q1 2025
Reduced 37.24%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
5,545
shares
|
$274,532
0.14% of portfolio
|
Q1 2025
Reduced 35.46%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
5,456
shares
|
$270,126
0.11% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,317
shares
|
$263,244
0.02% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
5,225
shares
|
$258,689
0.1% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
5,100
shares
|
$252,501
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,937
shares
|
$244,430
0.0% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
4,716
shares
|
$233,489
0.05% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,665
shares
|
$230,964
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
4,645
shares
|
$229,973
0.03% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
4,615
shares
|
$228,488
0.07% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
4,511
shares
|
$223,339
0.02% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
4,288
shares
|
$212,298
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,242
shares
|
$210,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
4,193
shares
|
$207,595
0.0% of portfolio
|
Q2 2025
Added 179.16%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,997
shares
|
$197,891
0.22% of portfolio
|
Q3 2022
Added 182.07%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3,951
shares
|
$195,614
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,122
shares
|
$154,570
0.0% of portfolio
|
Q2 2025
Added 45.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,916
shares
|
$144,371
0.0% of portfolio
|
Q2 2025
Added 533.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,310
shares
|
$114,368
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,600
shares
|
$79,216
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,300
shares
|
$64,363
0.01% of portfolio
|
Q1 2024
New holding
|