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 |
---|---|---|---|---|---|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
634
shares
|
$14,772
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
520
shares
|
$12,116
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
300
shares
|
$6,990
0.0% of portfolio
|
Q4 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
200
shares
|
$4,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|