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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
19,117
shares
|
$968,467
0.1% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
18,747
shares
|
$949,723
0.0% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
18,056
shares
|
$914,716
0.36% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,915
shares
|
$907,573
0.01% of portfolio
|
Q3 2025
Added 128.48%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
17,656
shares
|
$894,452
0.2% of portfolio
|
Q1 2025
Reduced 84.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,490
shares
|
$886,043
0.01% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
17,047
shares
|
$863,601
0.26% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,024
shares
|
$862,435
0.01% of portfolio
|
Q3 2025
Added 87.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
16,961
shares
|
$859,244
0.03% of portfolio
|
Q3 2025
Added 25.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,903
shares
|
$856,305
0.02% of portfolio
|
Q4 2020
Reduced 42.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
16,831
shares
|
$852,658
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
16,787
shares
|
$850,429
0.55% of portfolio
|
Q3 2025
Added 36.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
16,206
shares
|
$820,995
0.0% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
16,156
shares
|
$818,462
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
15,633
shares
|
$791,967
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
15,495
shares
|
$784,976
0.03% of portfolio
|
Q3 2025
Added 21.34%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
15,271
shares
|
$773,628
0.01% of portfolio
|
Q3 2025
Added 39.61%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
14,887
shares
|
$754,175
0.04% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
13,621
shares
|
$690,039
0.23% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
13,526
shares
|
$685,227
0.16% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
13,308
shares
|
$674,183
0.04% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,670
shares
|
$641,862
0.02% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,109
shares
|
$613,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
12,079
shares
|
$611,922
0.0% of portfolio
|
Q3 2025
Added 19.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,068
shares
|
$611,364
0.0% of portfolio
|
Q3 2025
Added 44.35%
|
|