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 60 institutions that hold shares in the stock, with a total of 2.02 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 |
|---|---|---|---|---|---|
|
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 |
Apr 15, 2025 Q1 2025 |
12,555
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
11,062
shares
|
$0
0.15% of portfolio
|
Q4 2024
Reduced 44.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
10,340
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,824
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
9,394
shares
|
$0
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,394
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
8,728
shares
|
$0
0.08% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
8,724
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
8,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
8,195
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,927
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 887.17%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
7,836
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 51.78%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
7,275
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
7,033
shares
|
$0
0.16% of portfolio
|
Q2 2025
Reduced 90.54%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
6,755
shares
|
$0
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
6,693
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
6,633
shares
|
$0
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
6,497
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 191.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,200
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
6,051
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,005
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
3,817
shares
|
$0
0.08% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,368
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|