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 60 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $83.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
1,795
shares
|
$46,023
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,784
shares
|
$45,741
0.0% of portfolio
|
Q3 2025
Added 32.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,677
shares
|
$42,998
0.0% of portfolio
|
Q3 2025
Added 459.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,216
shares
|
$31,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
634
shares
|
$16,255
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
575
shares
|
$14,743
0.0% of portfolio
|
Q3 2025
Reduced 86.38%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
520
shares
|
$13,332
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
387
shares
|
$9,922
0.0% of portfolio
|
Q3 2025
Reduced 35.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
185
shares
|
$4,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|