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 37 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $30.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,688
shares
|
$297,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
12,668
shares
|
$275,148
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,384
shares
|
$225,540
0.0% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,385
shares
|
$138,682
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
4,795
shares
|
$104,147
0.05% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,501
shares
|
$76,041
0.0% of portfolio
|
Q3 2024
Added 222.08%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,935
shares
|
$42,028
0.0% of portfolio
|
Q4 2023
Added 34.84%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,270
shares
|
$27,584
0.01% of portfolio
|
Q2 2024
Added 23.78%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
880
shares
|
$19,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
634
shares
|
$13,770
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
520
shares
|
$11,294
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
300
shares
|
$6,516
0.0% of portfolio
|
Q4 2023
New holding
|