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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,691
shares
|
$592,266
0.04% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
11,586
shares
|
$586,946
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
11,555
shares
|
$585,376
0.01% of portfolio
|
Q3 2025
Added 39.23%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
10,987
shares
|
$556,601
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
10,915
shares
|
$552,953
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,915
shares
|
$552,953
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10,630
shares
|
$538,515
0.04% of portfolio
|
Q3 2025
Reduced 32.37%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
10,343
shares
|
$523,976
0.41% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
10,027
shares
|
$507,967
0.05% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$506,599
0.07% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
9,841
shares
|
$498,545
0.02% of portfolio
|
Q3 2025
Added 26.23%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
9,762
shares
|
$494,542
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
9,540
shares
|
$483,296
0.06% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,210
shares
|
$466,578
0.01% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
8,845
shares
|
$448,087
0.4% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
8,681
shares
|
$439,779
0.0% of portfolio
|
Q3 2025
Added 42.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,463
shares
|
$428,735
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
8,321
shares
|
$421,541
0.09% of portfolio
|
Q3 2025
Reduced 32.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,282
shares
|
$419,566
0.02% of portfolio
|
Q2 2023
Reduced 8.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
8,282
shares
|
$419,566
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
7,766
shares
|
$393,425
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
7,760
shares
|
$393,121
0.12% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,657
shares
|
$387,903
0.0% of portfolio
|
Q3 2025
Added 80.5%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7,378
shares
|
$373,769
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,358
shares
|
$372,756
0.0% of portfolio
|
Q3 2025
New holding
|
|