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 55 institutions that hold shares in the stock, with a total of 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $92.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
520,533
shares
|
$12.1 Million
3.89% of portfolio
|
Q1 2025
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
336,458
shares
|
$7.84 Million
3.58% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
272,659
shares
|
$6.35 Million
5.4% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
251,686
shares
|
$5.86 Million
0.01% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
217,697
shares
|
$5.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
199,962
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
195,280
shares
|
$4.55 Million
0.8% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
192,938
shares
|
$4.5 Million
0.52% of portfolio
|
Q1 2025
Added 3089.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
159,469
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
149,867
shares
|
$3.49 Million
0.01% of portfolio
|
Q1 2025
Added 117.71%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
133,833
shares
|
$3.12 Million
0.34% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
127,099
shares
|
$2.96 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,410
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
103,854
shares
|
$2.42 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
98,324
shares
|
$2.29 Million
2.32% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
94,113
shares
|
$2.19 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
75,732
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
73,105
shares
|
$1.7 Million
0.05% of portfolio
|
Q4 2024
Added 66.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
70,846
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 59.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
62,201
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
58,632
shares
|
$1.37 Million
0.13% of portfolio
|
Q1 2025
Reduced 93.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,437
shares
|
$988,782
0.03% of portfolio
|
Q1 2022
Added 11.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
40,044
shares
|
$933,025
0.0% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
39,163
shares
|
$912,497
0.02% of portfolio
|
Q1 2025
Added 79.18%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
26,733
shares
|
$622,878
0.03% of portfolio
|
Q1 2025
Added 1173.0%
|