Kingswood Wealth Advisors, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,655 shares of FSEP stock, worth $793,082. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,655
Holding current value
$793,082
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$49.87 - $51.3 $780,714 - $803,101
15,655 New
15,655 $807 Million
Q4 2024

Jan 22, 2025
BUY
$44.57 - $46.43 $677,464 - $705,736
15,200 New
15,200 $695 Million
Q2 2024

Jul 09, 2024
SELL
$41.45 - $43.76 $16,580 - $17,504
-400 Reduced 3.67%
10,500 $459 Million
Q1 2024

Apr 15, 2024
BUY
$39.77 - $42.49 $3,977 - $4,249
100 Added 0.93%
10,900 $463 Million
Q4 2023

Jan 16, 2024
BUY
$36.11 - $40.25 $389,988 - $434,700
10,800 New
10,800 $435 Million

Others Institutions Holding FSEP

# of Institutions
146
Shares Held
5.69M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

FSEP Quotes by TradingView
  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
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