Institutional Ownership Frst Tr Ex Trd Viii Cboe Vest (XSEP)
This table provides information about the institutional ownership of Frst Tr Ex Trd Viii Cboe Vest (XSEP). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 1.76 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
341,311
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 37.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
176,837
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 73.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
154,975
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 45.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
103,828
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 40.85%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
79,684
shares
|
$0
2.08% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
78,429
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 111.15%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
74,736
shares
|
$0
0.31% of portfolio
|
Q3 2024
Added 82.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
68,571
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
63,139
shares
|
$0
1.51% of portfolio
|
Q3 2024
Reduced 27.29%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
59,328
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
55,371
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 61.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
44,567
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
34,046
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
25,834
shares
|
$0
0.36% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
23,274
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
21,837
shares
|
$0
0.73% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
21,615
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
20,481
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 28.16%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
19,756
shares
|
$0
0.26% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,700
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
18,029
shares
|
$0
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
15,370
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
13,715
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 52.25%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
13,236
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
13,124
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|