Latest Institutional Transactions on First Tr ETF Viii Cboe Vest Us (FSEP)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (FSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.73K- 3.02% |
$434K - $452K
|
313K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 4.32% |
$4.72K - $4.92K
|
2.56K
$119K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.89KNew |
$396K - $413K
|
8.89K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-21.9K- 59.9% |
$978K - $1.02M
|
14.7K
$684K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.41K- 12.1% |
$107K - $112K
|
17.5K
$814K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.27K+ 15.33% |
$101K - $106K
|
17.1K
$796K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
441+ 1.09% |
$19.7K - $20.5K
|
40.8K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-219- 2.36% |
$9.76K - $10.2K
|
9.07K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
19.9KNew |
$889K - $926K
|
19.9K
$928K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-635- 9.19% |
$28.3K - $29.5K
|
6.28K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 40.37% |
$185K - $193K
|
14.5K
$673K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-582- 3.33% |
$25.9K - $27K
|
16.9K
$786K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.47K- 3.39% |
$65.4K - $68.2K
|
41.8K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.04K+ 26.63% |
$90.8K - $94.6K
|
9.69K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-66- 0.2% |
$2.94K - $3.06K
|
32.5K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-900- 9.28% |
$40.1K - $41.8K
|
8.8K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.11K+ 87.27% |
$317K - $330K
|
15.3K
$710K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-750- 4.79% |
$33.4K - $34.8K
|
14.9K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.72KNew |
$210K - $219K
|
4.72K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-33- 0.24% |
$1.47K - $1.53K
|
13.6K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8.94KNew |
$398K - $415K
|
8.94K
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.63K+ 6.03% |
$251K - $262K
|
99K
$4.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.2KNew |
$677K - $706K
|
15.2K
$707K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.95K- 99.73% |
$132K - $137K
|
8
$372
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 10.75% |
$44.6K - $46.4K
|
8.3K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 19.46% |
$509K - $530K
|
70.1K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-5.67K- 4.73% |
$253K - $263K
|
114K
$5.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
135+ 1.63% |
$6.02K - $6.27K
|
8.42K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
84.8KNew |
$3.78M - $3.94M
|
84.8K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.91K+ 50.94% |
$308K - $321K
|
20.5K
$953K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
60.4KNew |
$2.69M - $2.81M
|
60.4K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.6KNew |
$205K - $214K
|
4.6K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.76K+ 75.22% |
$212K - $221K
|
11.1K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.11K- 7.13% |
$228K - $237K
|
66.5K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
724+ 2.22% |
$32.3K - $33.6K
|
33.3K
$1.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.39KNew |
$240K - $250K
|
5.39K
$251K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.4K- 98.8% |
$744K - $783K
|
212
$9.87K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
554+ 7.85% |
$23.7K - $24.9K
|
7.61K
$354K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.08KNew |
$46.1K - $48.5K
|
1.08K
$50.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.7K+ 69.65% |
$585K - $615K
|
33.3K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.92KNew |
$210K - $221K
|
4.92K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.11K- 4.31% |
$47.6K - $50.1K
|
24.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.7K- 23.08% |
$286K - $301K
|
22.3K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66+ 0.3% |
$2.82K - $2.97K
|
22.3K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
11.5K+ 102.45% |
$492K - $518K
|
22.8K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.22KNew |
$308K - $324K
|
7.22K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.81K- 16.34% |
$163K - $171K
|
19.5K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.09K+ 14.7% |
$132K - $139K
|
24.1K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
560+ 117.65% |
$23.9K - $25.2K
|
1.04K
$48.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.5KNew |
$2.37M - $2.49M
|
55.5K
$2.58M
|
|