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 53 institutions that hold shares in the stock, with a total of 1.88 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
|
Oct 18, 2024 Q3 2024 |
341,311
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 37.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
285,835
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 36.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
175,530
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 40.75%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
143,360
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 122.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
102,088
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 22.69%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
79,684
shares
|
$0
2.08% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
70,597
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
63,139
shares
|
$0
1.51% of portfolio
|
Q3 2024
Reduced 27.29%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 12, 2024 Q2 2024 |
60,372
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
52,230
shares
|
$0
0.01% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
40,976
shares
|
$0
0.11% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
37,143
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 294.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
34,597
shares
|
$0
0.07% of portfolio
|
Q2 2024
Added 321.25%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
31,334
shares
|
$0
0.51% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
23,574
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
21,855
shares
|
$0
0.68% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
20,481
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 28.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,700
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
18,029
shares
|
$0
0.23% of portfolio
|
Q2 2024
Reduced 23.66%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
18,029
shares
|
$0
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
16,681
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
15,749
shares
|
$0
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
13,747
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 28.48%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
13,270
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 22.03%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,124
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 4.79%
|