Institutional Ownership First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (YSEP). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 1.25 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
May 15, 2024 Q1 2024 |
206,966
shares
|
$4.57 Million
0.71% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
186,958
shares
|
$4.12 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
127,226
shares
|
$2.81 Million
0.06% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
107,444
shares
|
$2.37 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
100,297
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2024
Added 45.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
62,581
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
57,637
shares
|
$1.27 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
42,891
shares
|
$946,175
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
42,496
shares
|
$937,461
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,437
shares
|
$936,160
0.03% of portfolio
|
Q1 2022
Added 11.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
38,824
shares
|
$856,457
0.0% of portfolio
|
Q1 2024
Added 41.83%
|
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
37,281
shares
|
$822,418
0.01% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
24,171
shares
|
$533,212
0.0% of portfolio
|
Q1 2024
Added 6.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
23,234
shares
|
$512,542
0.0% of portfolio
|
Q4 2023
Added 118.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
23,201
shares
|
$511,814
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
21,708
shares
|
$478,878
0.03% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
18,988
shares
|
$418,875
0.01% of portfolio
|
Q4 2023
Added 9.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
17,759
shares
|
$391,763
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
17,114
shares
|
$377,534
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
1776 Wealth LLC
|
May 10, 2024 Q1 2024 |
13,763
shares
|
$303,611
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
10,246
shares
|
$226,026
0.0% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
6,965
shares
|
$153,647
0.01% of portfolio
|
Q1 2024
Added 100.72%
|
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
6,385
shares
|
$140,853
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
5,600
shares
|
$123,536
0.06% of portfolio
|
Q1 2024
Added 16.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
3,649
shares
|
$80,496
0.0% of portfolio
|
Q3 2023
Reduced 81.61%
|
|