Institutional Ownership First Tr ETF Viii Cboe Vest Us (FSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FSEP). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
325,834
shares
|
$14.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 27.25%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
306,850
shares
|
$13.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
270,551
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
256,591
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.91%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
221,734
shares
|
$9.86 Million
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
167,643
shares
|
$7.45 Million
0.04% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
149,221
shares
|
$6.63 Million
1.69% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
145,428
shares
|
$6.46 Million
0.02% of portfolio
|
Q1 2025
Added 38.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
131,677
shares
|
$5.85 Million
0.2% of portfolio
|
Q4 2024
Reduced 22.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,419
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
120,787
shares
|
$5.37 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
108,923
shares
|
$4.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 60.53%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
107,757
shares
|
$4.79 Million
3.66% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
106,319
shares
|
$4.73 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
102,890
shares
|
$4.57 Million
0.27% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
99,924
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
93,420
shares
|
$4.15 Million
0.06% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,257
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
73,408
shares
|
$3.26 Million
1.56% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
65,375
shares
|
$2.91 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
60,468
shares
|
$2.69 Million
0.07% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
57,712
shares
|
$2.57 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,375
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,571
shares
|
$2.43 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
42,245
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.85%
|