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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-525- 5.58% |
$17.4K - $18.8K
|
8.89K
$450K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.45KNew |
$248K - $266K
|
7.45K
$378K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
466+ 13.84% |
$15.5K - $16.7K
|
3.83K
$194K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
79.2KNew |
$2.63M - $2.83M
|
79.2K
$4.01M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4KNew |
$126K - $139K
|
4K
$203K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.8KNew |
$531K - $577K
|
16.8K
$853K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30.7KNew |
$967K - $1.05M
|
30.7K
$1.55M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.58K+ 182.07% |
$81.4K - $88.4K
|
4K
$202K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-93.6KClosed |
$2.91M - $3.33M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.14KClosed |
$191K - $218K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.22K+ 13.15% |
$38K - $43.4K
|
10.5K
$532K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.34KClosed |
$211K - $229K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.38KClosed |
$279K - $303K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
285+ 1.59% |
$9.5K - $10.3K
|
18.2K
$922K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.66KClosed |
$56.4K - $57.7K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-44.3KClosed |
$1.5M - $1.54M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.57KClosed |
$286K - $293K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.89KClosed |
$63.1K - $64.7K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-53.5KClosed |
$1.78M - $1.83M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.8KClosed |
$374K - $391K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-651Closed |
$20.7K - $21.7K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.09KClosed |
$226K - $236K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.13K- 42.15% |
$210K - $230K
|
9.78K
$495K
|
|