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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,750
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,400
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,985
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 196.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,481
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 427.05%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,338
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 74.36%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,103
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,033
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
162
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
40
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|