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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
42,621
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Added 29.57%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
38,355
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 52.51%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
35,620
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
35,225
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
34,212
shares
|
$1.73 Million
1.2% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
34,165
shares
|
$1.73 Million
0.92% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
33,845
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
31,082
shares
|
$1.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
30,799
shares
|
$1.56 Million
0.14% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
29,779
shares
|
$1.51 Million
1.43% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
28,760
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
27,397
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
25,831
shares
|
$1.31 Million
0.21% of portfolio
|
Q3 2025
Added 80.32%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
25,353
shares
|
$1.28 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
25,279
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
25,169
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
24,315
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 59.37%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
23,509
shares
|
$1.19 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
23,265
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2025
Added 24.68%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
21,320
shares
|
$1.08 Million
0.33% of portfolio
|
Q3 2025
Added 103.53%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
20,719
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Added 46.67%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
20,674
shares
|
$1.05 Million
0.94% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
20,250
shares
|
$1.03 Million
0.37% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
19,247
shares
|
$975,053
0.0% of portfolio
|
Q3 2025
Added 39.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
19,182
shares
|
$971,760
0.02% of portfolio
|
Q3 2025
Added 26.21%
|
|