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 |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
5,100
shares
|
$235,977
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
4,972
shares
|
$230,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
4,916
shares
|
$227,463
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
4,800
shares
|
$222,096
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
4,705
shares
|
$217,700
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,603
shares
|
$212,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,997
shares
|
$184,941
0.22% of portfolio
|
Q3 2022
Added 182.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,959
shares
|
$136,912
0.01% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,104
shares
|
$97,352
0.07% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
1,600
shares
|
$74,032
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$60,151
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,079
shares
|
$49,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,036
shares
|
$47,935
0.04% of portfolio
|
Q3 2024
Added 117.65%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
675
shares
|
$31,232
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
500
shares
|
$23,135
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
460
shares
|
$21,284
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
212
shares
|
$9,809
0.0% of portfolio
|
Q3 2024
Reduced 98.8%
|