Latest Institutional Purchases of First Tr ETF Viii Cboe Vest Us (FSEP)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (FSEP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
34.1K+ 15.71% |
$1.7M - $1.75M
|
251K
$12.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14.1K+ 231.95% |
$703K - $723K
|
20.2K
$1.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
12.5KNew |
$622K - $640K
|
12.5K
$632K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.4K+ 17.52% |
$269K - $277K
|
36.2K
$1.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.61KNew |
$230K - $236K
|
4.61K
$233K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.31K+ 51.96% |
$165K - $170K
|
9.67K
$490K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.41K+ 11.68% |
$120K - $124K
|
23.1K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.04K+ 12.11% |
$102K - $105K
|
18.9K
$956K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
1.86K+ 8.72% |
$92.8K - $95.4K
|
23.2K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.4K+ 13.96% |
$69.8K - $71.8K
|
11.4K
$579K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.02K+ 13.32% |
$50.9K - $52.3K
|
8.68K
$440K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
228+ 1.34% |
$11.4K - $11.7K
|
17.2K
$871K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
156New |
$7.78K - $8K
|
156
$7.9K
|
|
| Q3 2025 | |||||||
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
144K+ 50.36% |
$6.9M - $7.27M
|
429K
$21.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
99.1K+ 217.14% |
$4.75M - $5.01M
|
145K
$7.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.7K+ 40.02% |
$4.2M - $4.43M
|
307K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.7K+ 21.05% |
$3.44M - $3.62M
|
412K
$20.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.1KNew |
$2.83M - $2.99M
|
59.1K
$2.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.3K+ 18.65% |
$1.74M - $1.84M
|
231K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.2KNew |
$775K - $817K
|
16.2K
$818K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15.6KNew |
$750K - $790K
|
15.6K
$792K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1KNew |
$581K - $612K
|
12.1K
$613K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9K+ 5.81% |
$570K - $601K
|
216K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 13.69% |
$570K - $600K
|
98.7K
$5M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.6KNew |
$556K - $586K
|
11.6K
$587K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.5K+ 80.32% |
$552K - $582K
|
25.8K
$1.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
11KNew |
$527K - $555K
|
11K
$557K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
10.9KNew |
$523K - $552K
|
10.9K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$523K - $552K
|
10.9K
$553K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 128.48% |
$483K - $509K
|
17.9K
$908K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
9.76KNew |
$468K - $493K
|
9.76K
$495K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.73K+ 29.57% |
$467K - $492K
|
42.6K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.06K+ 59.37% |
$434K - $458K
|
24.3K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.36K+ 17.3% |
$401K - $422K
|
56.7K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.96K+ 87.76% |
$382K - $402K
|
17K
$862K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.36KNew |
$353K - $372K
|
7.36K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7.02K+ 5.26% |
$337K - $355K
|
140K
$7.11M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.59K+ 46.67% |
$316K - $333K
|
20.7K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.45KNew |
$309K - $326K
|
6.45K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.33KNew |
$303K - $320K
|
6.33K
$320K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.3K+ 9.72% |
$302K - $318K
|
71.1K
$3.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.27K+ 1.9% |
$301K - $317K
|
337K
$17.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6K+ 12.18% |
$288K - $303K
|
55.3K
$2.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.44K+ 39.42% |
$261K - $275K
|
19.2K
$975K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
4.95KNew |
$237K - $250K
|
4.95K
$251K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.91KNew |
$236K - $248K
|
4.91K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.61K+ 24.68% |
$221K - $233K
|
23.3K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.48K+ 36.35% |
$215K - $226K
|
16.8K
$850K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.12KNew |
$198K - $208K
|
4.12K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.11KNew |
$197K - $208K
|
4.11K
$208K
|
|