Institutional Ownership Frst Tr Ex Trd Viii Cboe Vest (XSEP)
This table provides information about the institutional ownership of Frst Tr Ex Trd Viii Cboe Vest (XSEP). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
333,542
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
195,072
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
153,056
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
120,980
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
85,305
shares
|
$0
1.95% of portfolio
|
Q4 2024
Added 35.11%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
78,429
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 111.15%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
77,356
shares
|
$0
1.92% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
68,397
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
59,328
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
54,488
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 22.26%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
49,773
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
34,046
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
33,926
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
32,228
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 56.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
31,477
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 316.03%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
29,531
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
25,834
shares
|
$0
0.36% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
25,649
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
23,274
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
21,837
shares
|
$0
0.73% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
20,452
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
18,029
shares
|
$0
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,029
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
16,251
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
13,236
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|