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 64 institutions that hold shares in the stock, with a total of 1.92 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
|
Aug 06, 2025 Q2 2025 |
257,818
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
201,480
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
188,579
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
176,729
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
160,050
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
146,921
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
73,672
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 400.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
58,655
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
57,112
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
41,297
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
37,891
shares
|
$0
0.78% of portfolio
|
Q2 2025
Reduced 43.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
33,642
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 29.46%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
25,234
shares
|
$0
0.29% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
24,963
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 44.63%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
24,946
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
21,637
shares
|
$0
0.74% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
21,374
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
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
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,774
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,146
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
15,496
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,124
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 4.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
12,945
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
12,555
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.09%
|