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 69 institutions that hold shares in the stock, with a total of 1.71 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 |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
11,285
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10,031
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 214.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
9,517
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 51.67%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,394
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,224
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,005
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
8,724
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
8,508
shares
|
$0
0.17% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
8,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,644
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 77.28%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,642
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,525
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
7,455
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 40.62%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
7,386
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
7,275
shares
|
$0
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
7,263
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,096
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
6,967
shares
|
$0
0.15% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
6,755
shares
|
$0
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,497
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 39.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,200
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Dec 03, 2025 Q3 2025 |
6,100
shares
|
$0
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
6,013
shares
|
$0
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
5,745
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 29.9%
|
|