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 62 institutions that hold shares in the stock, with a total of 1.98 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%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
170,585
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 242.73%
|
|
|
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%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
76,789
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
74,325
shares
|
$0
1.81% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
68,397
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
66,472
shares
|
$0
1.54% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
59,210
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 73.91%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
58,137
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
54,488
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 22.26%
|
|
|
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 |
Apr 23, 2025 Q1 2025 |
25,234
shares
|
$0
0.33% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
21,637
shares
|
$0
0.75% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
21,374
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 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
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,029
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,564
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
16,428
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
16,251
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.73%
|