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 2.1 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
|
May 09, 2025 Q1 2025 |
274,185
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
197,519
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 233.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
196,349
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 62.3%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
187,121
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
176,344
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
170,585
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 242.73%
|
|
|
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%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
66,472
shares
|
$0
1.54% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
58,137
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
58,101
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
45,080
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 39.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
42,233
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 22.49%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
28,002
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
25,987
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 248.68%
|
|
|
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%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
19,691
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 41.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
19,366
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
18,029
shares
|
$0
0.26% of portfolio
|
Q3 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
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,727
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.35%
|