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 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
724+ 2.22% |
$32.3K - $33.6K
|
33.3K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
553+ 9.01% |
$24.6K - $25.7K
|
6.69K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
441+ 1.09% |
$19.7K - $20.5K
|
40.8K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
300+ 3.04% |
$13.4K - $13.9K
|
10.2K
$473K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
248+ 1.74% |
$11.1K - $11.5K
|
14.5K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
198+ 2.21% |
$8.82K - $9.19K
|
9.16K
$426K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
135+ 1.63% |
$6.02K - $6.27K
|
8.42K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
113+ 0.58% |
$5.04K - $5.25K
|
19.6K
$912K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 4.32% |
$4.72K - $4.92K
|
2.56K
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 0.97% |
$3.83K - $3.99K
|
8.92K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
54New |
$2.41K - $2.51K
|
54
$2.51K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
212KNew |
$9.04M - $9.51M
|
212K
$9.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
176KNew |
$7.52M - $7.91M
|
176K
$8.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
112KNew |
$4.77M - $5.02M
|
112K
$5.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
108KNew |
$4.61M - $4.85M
|
108K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
14.1KNew |
$604K - $635K
|
14.1K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
10.7KNew |
$456K - $480K
|
10.7K
$497K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.77K+ 65.51% |
$161K - $169K
|
9.52K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.25K+ 10.44% |
$96.1K - $101K
|
23.8K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.53K+ 1.8% |
$65.2K - $68.6K
|
86.3K
$4.01M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.12K+ 1.55% |
$47.9K - $50.4K
|
73.4K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.12K+ 7.53% |
$47.6K - $50.1K
|
15.9K
$740K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
675New |
$28.8K - $30.3K
|
675
$31.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
503+ 4.26% |
$21.5K - $22.6K
|
12.3K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 66.67% |
$8.55K - $8.99K
|
500
$23.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66+ 0.3% |
$2.82K - $2.97K
|
22.3K
$1.04M
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.71KNew |
$195K - $206K
|
4.71K
$219K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
1.6KNew |
$66.3K - $70K
|
1.6K
$74.4K
|
|
| Q1 2024 | |||||||
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.8KNew |
$191K - $204K
|
4.8K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95K+ 8.78% |
$117K - $125K
|
36.6K
$1.7M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.3KNew |
$51.7K - $55.2K
|
1.3K
$60.5K
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.77KNew |
$280K - $313K
|
7.77K
$361K
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
6.9KNew |
$249K - $278K
|
6.9K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$197K - $220K
|
5.46K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.1KNew |
$184K - $205K
|
5.1K
$237K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.4KNew |
$50.6K - $56.4K
|
1.4K
$65.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
860New |
$31.1K - $34.6K
|
860
$40K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
767+ 255.67% |
$27.7K - $30.9K
|
1.07K
$49.6K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7.4KNew |
$274K - $288K
|
7.4K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6KNew |
$222K - $234K
|
6K
$279K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
5.63KNew |
$208K - $220K
|
5.63K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.71KNew |
$100K - $106K
|
2.71K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
460New |
$17K - $17.9K
|
460
$21.4K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
131K+ 77.69% |
$4.57M - $4.96M
|
299K
$13.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5.35KNew |
$187K - $203K
|
5.35K
$249K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
4.04K+ 1.55% |
$141K - $153K
|
265K
$12.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.93KNew |
$138K - $149K
|
3.93K
$183K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.07KNew |
$108K - $117K
|
3.07K
$143K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
79.2KNew |
$2.63M - $2.83M
|
79.2K
$3.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.45KNew |
$248K - $266K
|
7.45K
$347K
|
|