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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
13,124
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
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
|
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
10,700
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
9,008
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 21.59%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 14, 2024 Q2 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%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
8,600
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,600
shares
|
$0
0.0% of portfolio
|
Q1 2024
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
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
7,725
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
7,465
shares
|
$0
0.1% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
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%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
6,769
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
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 |
Aug 13, 2024 Q2 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%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,971
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,400
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
2,116
shares
|
$0
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,985
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 196.27%
|