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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,147
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 519.88%
|
|
|
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%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,481
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 427.05%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
855
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
569
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
40
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|