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 145 institutions that hold shares in the stock, with a total of 5.73 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
547,181
shares
|
$27.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
429,438
shares
|
$21.8 Million
0.07% of portfolio
|
Q3 2025
Added 50.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
412,385
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
336,632
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
306,680
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2025
Added 40.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
231,252
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Added 18.65%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
217,152
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
216,488
shares
|
$11 Million
0.0% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
144,667
shares
|
$7.33 Million
0.09% of portfolio
|
Q3 2025
Added 217.14%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
140,437
shares
|
$7.11 Million
1.54% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
139,729
shares
|
$7.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,419
shares
|
$6.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
106,883
shares
|
$5.41 Million
4.18% of portfolio
|
Q3 2025
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
105,943
shares
|
$5.37 Million
3.54% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
104,114
shares
|
$5.27 Million
1.26% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
98,673
shares
|
$5 Million
0.25% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,257
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
73,408
shares
|
$3.72 Million
1.49% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
71,145
shares
|
$3.6 Million
0.06% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
66,901
shares
|
$3.39 Million
0.1% of portfolio
|
Q3 2025
Reduced 47.44%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
64,473
shares
|
$3.27 Million
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
59,105
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
56,667
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2025
Added 17.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
55,259
shares
|
$2.8 Million
0.07% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
46,352
shares
|
$2.35 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.94%
|
|