Institutional Ownership First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (YSEP). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $47.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
241,884
shares
|
$5.5 Million
0.01% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
237,402
shares
|
$5.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
192,142
shares
|
$4.37 Million
0.73% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
182,001
shares
|
$4.14 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
132,748
shares
|
$3.02 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,410
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
112,391
shares
|
$2.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
98,321
shares
|
$2.24 Million
1.36% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
68,837
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
68,519
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
56,860
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 29.39%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
45,233
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
44,451
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 60.32%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
43,842
shares
|
$996,967
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,437
shares
|
$965,017
0.03% of portfolio
|
Q1 2022
Added 11.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
40,546
shares
|
$922,016
0.0% of portfolio
|
Q4 2024
Added 185.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
25,521
shares
|
$580,347
0.0% of portfolio
|
Q4 2024
Added 86.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,960
shares
|
$567,590
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
24,382
shares
|
$554,446
0.03% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
23,234
shares
|
$528,341
0.0% of portfolio
|
Q4 2023
Added 118.49%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
21,857
shares
|
$497,028
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
21,776
shares
|
$495,186
0.29% of portfolio
|
Q4 2024
Added 71.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
20,030
shares
|
$455,482
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
19,195
shares
|
$436,494
0.01% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
18,988
shares
|
$431,787
0.01% of portfolio
|
Q4 2023
Added 9.45%
|