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 49 institutions that hold shares in the stock, with a total of 2.13 Million shares, which have been reported (via 13F filing form) to have a value of $48.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
17,834
shares
|
$406,436
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,115
shares
|
$390,050
0.01% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
16,065
shares
|
$366,121
0.33% of portfolio
|
Q4 2024
Added 76.31%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
15,400
shares
|
$350,966
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
14,542
shares
|
$331,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,106
shares
|
$321,475
0.0% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
13,763
shares
|
$313,658
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
13,415
shares
|
$305,727
0.13% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,908
shares
|
$248,593
0.0% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,889
shares
|
$202,580
0.01% of portfolio
|
Q4 2024
Added 153.9%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,385
shares
|
$145,514
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
6,049
shares
|
$137,856
0.02% of portfolio
|
Q4 2024
Added 376.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
4,795
shares
|
$109,278
0.05% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,312
shares
|
$75,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
2,100
shares
|
$47,859
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,441
shares
|
$32,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,216
shares
|
$27,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,198
shares
|
$27,302
0.0% of portfolio
|
Q4 2024
Reduced 93.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
985
shares
|
$22,448
0.0% of portfolio
|
Q4 2024
Reduced 31.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
634
shares
|
$14,448
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
558
shares
|
$12,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
520
shares
|
$11,850
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
300
shares
|
$6,837
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
200
shares
|
$4,558
0.0% of portfolio
|
Q4 2024
New holding
|