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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.07KNew |
$35.4K - $38.1K
|
1.07K
$49.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
466+ 13.84% |
$15.5K - $16.7K
|
3.83K
$178K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
433New |
$14.4K - $15.5K
|
433
$20.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4KNew |
$126K - $139K
|
4K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.03KNew |
$32.4K - $35.7K
|
1.03K
$47.9K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
540+ 51.53% |
$17K - $18.7K
|
1.59K
$73.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30.7KNew |
$967K - $1.05M
|
30.7K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.8KNew |
$531K - $577K
|
16.8K
$783K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.58K+ 182.07% |
$81.4K - $88.4K
|
4K
$186K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.22K+ 13.15% |
$38K - $43.4K
|
10.5K
$489K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
285+ 1.59% |
$9.5K - $10.3K
|
18.2K
$847K
|
|