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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
950New |
$45.6K - $48K
|
950
$48.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.3K+ 18.65% |
$1.74M - $1.84M
|
231K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.33KNew |
$303K - $320K
|
6.33K
$320K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.14K- 3.24% |
$54.4K - $57.4K
|
33.8K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-60.4K- 47.44% |
$2.9M - $3.05M
|
66.9K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-70- 1.53% |
$3.36K - $3.54K
|
4.49K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-50- 0.52% |
$2.4K - $2.53K
|
9.54K
$483K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.11KNew |
$197K - $208K
|
4.11K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.06K+ 59.37% |
$434K - $458K
|
24.3K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-100- 0.36% |
$4.8K - $5.05K
|
27.4K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15.6KNew |
$750K - $790K
|
15.6K
$792K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.8K- 92.34% |
$805K - $848K
|
1.39K
$70.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
400+ 7.04% |
$19.2K - $20.2K
|
6.08K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.71K+ 44.35% |
$178K - $187K
|
12.1K
$611K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.3K+ 9.72% |
$302K - $318K
|
71.1K
$3.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.04K+ 6.33% |
$97.6K - $103K
|
34.2K
$1.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
24.2K+ 12.53% |
$1.16M - $1.22M
|
217K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
99.1K+ 217.14% |
$4.75M - $5.01M
|
145K
$7.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
620+ 5.6% |
$29.7K - $31.3K
|
11.7K
$592K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.36KNew |
$353K - $372K
|
7.36K
$373K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.4K- 45.99% |
$115K - $121K
|
2.82K
$143K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7.02K+ 5.26% |
$337K - $355K
|
140K
$7.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.49K+ 24.44% |
$119K - $126K
|
12.7K
$642K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.26K+ 39.23% |
$156K - $165K
|
11.6K
$585K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-291- 1.68% |
$14K - $14.7K
|
17K
$864K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-97.8K- 15.17% |
$4.69M - $4.94M
|
547K
$27.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-208- 2.3% |
$9.98K - $10.5K
|
8.85K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.44K+ 39.42% |
$261K - $275K
|
19.2K
$975K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.03% |
$95.9 - $101
|
7.38K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
4.95KNew |
$237K - $250K
|
4.95K
$251K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.96K+ 87.76% |
$382K - $402K
|
17K
$862K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.98KNew |
$191K - $201K
|
3.98K
$202K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.2KNew |
$775K - $817K
|
16.2K
$818K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 5.39% |
$49.7K - $52.4K
|
20.3K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
107KNew |
$5.13M - $5.4M
|
107K
$5.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.43K- 49.63% |
$260K - $274K
|
5.51K
$279K
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
54+ 0.16% |
$2.59K - $2.73K
|
34.2K
$1.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
605+ 2.07% |
$29K - $30.6K
|
29.8K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.91KNew |
$236K - $248K
|
4.91K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.79K+ 11.91% |
$182K - $192K
|
35.6K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
81+ 7.82% |
$3.88K - $4.09K
|
1.12K
$56.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.2K- 11.29% |
$154K - $162K
|
25.2K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.12KNew |
$198K - $208K
|
4.12K
$209K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.98K+ 26.21% |
$191K - $201K
|
19.2K
$972K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 13.69% |
$570K - $600K
|
98.7K
$5M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
9.76KNew |
$468K - $493K
|
9.76K
$495K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.21K- 2.07% |
$106K - $111K
|
104K
$5.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.7K+ 40.02% |
$4.2M - $4.43M
|
307K
$15.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.5K+ 80.32% |
$552K - $582K
|
25.8K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
331+ 3.41% |
$15.9K - $16.7K
|
10K
$508K
|
|