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 62 institutions that hold shares in the stock, with a total of 1.89 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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,264
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
5,219
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 817.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,371
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 60.87%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
3,253
shares
|
$0
0.07% of portfolio
|
Q4 2024
Added 53.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,750
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,400
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,985
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 196.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,481
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 427.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,248
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 69.91%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,103
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
803
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
40
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|