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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
7,314
shares
|
$370,527
0.07% of portfolio
|
Q2 2024
Reduced 16.07%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,445
shares
|
$326,503
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,378
shares
|
$323,109
0.01% of portfolio
|
Q3 2025
Reduced 32.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,363
shares
|
$322,349
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
6,325
shares
|
$320,424
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
6,079
shares
|
$307,962
0.03% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,006
shares
|
$304,263
0.1% of portfolio
|
Q3 2025
Reduced 29.93%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 05, 2025 Q3 2025 |
6,000
shares
|
$303,960
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,830
shares
|
$295,347
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,613
shares
|
$284,354
0.02% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,506
shares
|
$278,933
0.0% of portfolio
|
Q3 2025
Reduced 49.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,276
shares
|
$267,282
0.0% of portfolio
|
Q3 2025
Reduced 42.91%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
5,100
shares
|
$258,365
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
5,023
shares
|
$254,465
0.09% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
4,947
shares
|
$250,615
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,937
shares
|
$250,108
0.0% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
4,913
shares
|
$248,892
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,840
shares
|
$245,194
0.01% of portfolio
|
Q3 2025
Reduced 49.15%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
4,665
shares
|
$236,328
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
4,493
shares
|
$227,615
0.06% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
4,288
shares
|
$217,230
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
4,122
shares
|
$208,820
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
4,106
shares
|
$208,009
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,997
shares
|
$202,488
0.22% of portfolio
|
Q3 2022
Added 182.07%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
3,982
shares
|
$201,728
0.09% of portfolio
|
Q3 2025
New holding
|
|