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 1.98 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 |
Apr 29, 2025 Q1 2025 |
13,181
shares
|
$0
0.11% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
11,474
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,261
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
11,062
shares
|
$0
0.16% of portfolio
|
Q4 2024
Reduced 44.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,824
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,394
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
8,840
shares
|
$0
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
8,840
shares
|
$0
0.09% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
8,724
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,600
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 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%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,918
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
7,725
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,453
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 78.46%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
7,275
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
7,033
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
6,755
shares
|
$0
0.23% of portfolio
|
Q4 2024
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
|
Feb 04, 2025 Q4 2024 |
6,497
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 191.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
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%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
5,531
shares
|
$0
0.08% of portfolio
|
Q4 2024
New holding
|