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 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.8K+ 18.21% |
$1.15M - $1.2M
|
168K
$7.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.73K- 4.11% |
$77K - $80.2K
|
40.3K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
198+ 2.21% |
$8.82K - $9.19K
|
9.16K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-137- 0.25% |
$6.11K - $6.36K
|
54.6K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.96K+ 33.86% |
$87.3K - $90.9K
|
7.74K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 0.97% |
$3.83K - $3.99K
|
8.92K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 10.03% |
$53.6K - $55.8K
|
10.8K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 27.25% |
$5.44M - $5.67M
|
326K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.42K+ 33.25% |
$108K - $112K
|
9.68K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-511- 0.48% |
$22.8K - $23.7K
|
107K
$4.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
37.6K+ 55.88% |
$1.67M - $1.74M
|
105K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.33K- 10.58% |
$104K - $108K
|
19.7K
$884K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
271KNew |
$12.1M - $12.6M
|
271K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
248+ 1.74% |
$11.1K - $11.5K
|
14.5K
$653K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.7KNew |
$476K - $496K
|
10.7K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.43K- 2.91% |
$153K - $159K
|
114K
$5.14M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.89KNew |
$396K - $413K
|
8.89K
$399K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 4.32% |
$4.72K - $4.92K
|
2.56K
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.73K- 3.02% |
$434K - $452K
|
313K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.41K- 12.1% |
$107K - $112K
|
17.5K
$786K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.27K+ 15.33% |
$101K - $106K
|
17.1K
$768K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
441+ 1.09% |
$19.7K - $20.5K
|
40.8K
$1.83M
|
|
|
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
$660K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-219- 2.36% |
$9.76K - $10.2K
|
9.07K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
19.9KNew |
$889K - $926K
|
19.9K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-635- 9.19% |
$28.3K - $29.5K
|
6.28K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.47K- 3.39% |
$65.4K - $68.2K
|
41.8K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 40.37% |
$185K - $193K
|
14.5K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-582- 3.33% |
$25.9K - $27K
|
16.9K
$759K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-900- 9.28% |
$40.1K - $41.8K
|
8.8K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-66- 0.2% |
$2.94K - $3.06K
|
32.5K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.04K+ 26.63% |
$90.8K - $94.6K
|
9.69K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-750- 4.79% |
$33.4K - $34.8K
|
14.9K
$669K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.11K+ 87.27% |
$317K - $330K
|
15.3K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.72KNew |
$210K - $219K
|
4.72K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-33- 0.24% |
$1.47K - $1.53K
|
13.6K
$609K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8.94KNew |
$398K - $415K
|
8.94K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.63K+ 6.03% |
$251K - $262K
|
99K
$4.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.2KNew |
$677K - $706K
|
15.2K
$683K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.95K- 99.73% |
$132K - $137K
|
8
$359
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 10.75% |
$44.6K - $46.4K
|
8.3K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 19.46% |
$509K - $530K
|
70.1K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-5.67K- 4.73% |
$253K - $263K
|
114K
$5.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
135+ 1.63% |
$6.02K - $6.27K
|
8.42K
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.91K+ 50.94% |
$308K - $321K
|
20.5K
$920K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
84.8KNew |
$3.78M - $3.94M
|
84.8K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
60.4KNew |
$2.69M - $2.81M
|
60.4K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.6KNew |
$205K - $214K
|
4.6K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
724+ 2.22% |
$32.3K - $33.6K
|
33.3K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.11K- 7.13% |
$228K - $237K
|
66.5K
$2.99M
|