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 56 institutions that hold shares in the stock, with a total of 3.27 Million shares, which have been reported (via 13F filing form) to have a value of $81.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
520,411
shares
|
$12.9 Million
3.92% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
267,309
shares
|
$6.65 Million
5.34% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
255,794
shares
|
$6.36 Million
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
209,128
shares
|
$5.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
207,948
shares
|
$5.17 Million
0.65% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
203,308
shares
|
$5.06 Million
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
187,837
shares
|
$4.67 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
156,688
shares
|
$3.9 Million
3.16% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
131,140
shares
|
$3.26 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,410
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
111,159
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.83%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
98,324
shares
|
$2.45 Million
2.32% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
80,702
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
71,898
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
61,872
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
61,476
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
50,890
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 29.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
50,683
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,437
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2022
Added 11.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
33,924
shares
|
$843,689
0.0% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,960
shares
|
$620,755
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,605
shares
|
$611,926
0.0% of portfolio
|
Q2 2025
Added 115.95%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
23,615
shares
|
$587,305
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
23,234
shares
|
$577,829
0.0% of portfolio
|
Q4 2023
Added 118.49%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,308
shares
|
$529,929
0.0% of portfolio
|
Q2 2025
New holding
|