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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,960
shares
|
$200,613
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
3,951
shares
|
$200,157
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,122
shares
|
$158,160
0.0% of portfolio
|
Q2 2025
Added 45.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,006
shares
|
$152,283
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,829
shares
|
$143,317
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
2,822
shares
|
$142,962
0.06% of portfolio
|
Q3 2025
Reduced 45.99%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,600
shares
|
$81,056
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,391
shares
|
$70,468
0.0% of portfolio
|
Q3 2025
Reduced 92.34%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$65,858
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,117
shares
|
$56,587
0.06% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
950
shares
|
$48,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
843
shares
|
$42,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
675
shares
|
$34,195
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
500
shares
|
$25,330
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$15,197
0.0% of portfolio
|
Q3 2025
Reduced 94.64%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
291
shares
|
$14,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
258
shares
|
$13,070
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
140
shares
|
$7,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
90
shares
|
$4,559
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|