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 59 institutions that hold shares in the stock, with a total of 1.76 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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
13,236
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
13,124
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,124
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 4.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,955
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
9,824
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,684
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.53%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
8,990
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 23.0%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
8,724
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,615
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,600
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
8,600
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
8,451
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,900
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.17%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
7,725
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,566
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 44.96%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
7,465
shares
|
$0
0.1% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,453
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 78.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,931
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,497
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 191.21%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
6,297
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
6,297
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
6,200
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,077
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
5,964
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,600
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|