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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,124
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 4.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,955
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
10,374
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 161.24%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,824
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,684
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.53%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
8,990
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 23.0%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
8,724
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,615
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,600
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
8,600
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,900
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.17%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
7,725
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,566
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 44.96%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
7,465
shares
|
$0
0.1% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,453
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 78.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,931
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,497
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 191.21%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
6,297
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
6,200
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,077
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,600
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
5,531
shares
|
$0
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,264
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,147
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 519.88%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
3,253
shares
|
$0
0.07% of portfolio
|
Q4 2024
Added 53.73%
|