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 |
|---|---|---|---|---|---|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
5,710
shares
|
$0
0.03% of portfolio
|
Q3 2023
Added 15.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,384
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
5,161
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 35.21%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
5,083
shares
|
$0
0.06% of portfolio
|
Q3 2025
Reduced 23.37%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,005
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,944
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,876
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
4,818
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,750
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,246
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,663
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 54.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,481
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 427.05%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,112
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 26.65%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,103
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
678
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 59.16%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
649
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
40
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
16
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 99.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|