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 69 institutions that hold shares in the stock, with a total of 1.71 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 22, 2025 Q3 2025 |
337,430
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 30.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
285,185
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 95.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
167,923
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
108,200
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 46.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
72,813
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
57,636
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 498.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
57,491
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
53,948
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
39,221
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
23,209
shares
|
$0
0.25% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
22,354
shares
|
$0
0.45% of portfolio
|
Q3 2025
Reduced 41.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
21,637
shares
|
$0
0.7% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
21,340
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,324
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
20,802
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
20,778
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
18,029
shares
|
$0
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
17,470
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
16,614
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 33.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
14,826
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
14,577
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 90.89%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
13,823
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,124
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 4.79%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
12,093
shares
|
$0
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,486
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 390.85%
|
|