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 34 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $30.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
5,615
shares
|
$126,842
0.06% of portfolio
|
Q2 2024
Added 0.27%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,935
shares
|
$43,711
0.0% of portfolio
|
Q4 2023
Added 34.84%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,932
shares
|
$43,643
0.0% of portfolio
|
Q1 2023
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
1,270
shares
|
$28,689
0.01% of portfolio
|
Q2 2024
Added 23.78%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,087
shares
|
$24,555
0.0% of portfolio
|
Q2 2024
Reduced 63.61%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
634
shares
|
$14,322
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
520
shares
|
$11,746
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
300
shares
|
$6,777
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
69
shares
|
$1,558
0.0% of portfolio
|
Q2 2024
Reduced 97.23%
|