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 116 institutions that hold shares in the stock, with a total of 4.58 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,903
shares
|
$786,665
0.02% of portfolio
|
Q4 2020
Reduced 42.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
16,891
shares
|
$786,107
0.34% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
16,831
shares
|
$783,314
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,913
shares
|
$740,591
0.2% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
15,257
shares
|
$710,060
0.02% of portfolio
|
Q4 2024
Added 87.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,200
shares
|
$707,408
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
14,969
shares
|
$696,657
0.07% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
14,900
shares
|
$693,446
0.22% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
14,687
shares
|
$683,532
0.05% of portfolio
|
Q4 2024
Reduced 59.9%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
14,464
shares
|
$673,154
0.19% of portfolio
|
Q4 2024
Added 40.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
14,279
shares
|
$664,544
0.13% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,126
shares
|
$657,424
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
13,551
shares
|
$630,663
0.26% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,501
shares
|
$628,336
0.03% of portfolio
|
Q3 2024
Added 144.76%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
13,434
shares
|
$625,218
0.12% of portfolio
|
Q3 2024
Reduced 18.27%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
12,302
shares
|
$572,535
0.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,983
shares
|
$557,688
0.0% of portfolio
|
Q3 2024
Added 23.79%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
11,095
shares
|
$516,361
0.01% of portfolio
|
Q4 2024
Added 75.22%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,675
shares
|
$496,814
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
10,144
shares
|
$472,101
0.02% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,039
shares
|
$467,215
0.03% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,876
shares
|
$459,629
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
9,691
shares
|
$451,019
0.08% of portfolio
|
Q4 2024
Added 26.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,517
shares
|
$442,921
0.01% of portfolio
|
Q3 2024
Added 65.51%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
9,070
shares
|
$422,117
0.27% of portfolio
|
Q4 2024
Reduced 2.36%
|