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 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
112KNew |
$4.77M - $5.02M
|
112K
$5.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
108KNew |
$4.61M - $4.85M
|
108K
$5.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.53K+ 1.8% |
$65.2K - $68.6K
|
86.3K
$4.37M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.12K+ 1.55% |
$47.9K - $50.4K
|
73.4K
$3.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
675New |
$28.8K - $30.3K
|
675
$34.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 66.67% |
$8.55K - $8.99K
|
500
$25.3K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.19KNew |
$256K - $271K
|
6.19K
$313K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
1.6KNew |
$66.3K - $70K
|
1.6K
$81.1K
|
|
| Q1 2024 | |||||||
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.8KNew |
$191K - $204K
|
4.8K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95K+ 8.78% |
$117K - $125K
|
36.6K
$1.85M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.3KNew |
$51.7K - $55.2K
|
1.3K
$65.9K
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.77KNew |
$280K - $313K
|
7.77K
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
6.9KNew |
$249K - $278K
|
6.9K
$350K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$197K - $220K
|
5.46K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.1KNew |
$184K - $205K
|
5.1K
$258K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.4KNew |
$50.6K - $56.4K
|
1.4K
$70.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
860New |
$31.1K - $34.6K
|
860
$43.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
767+ 255.67% |
$27.7K - $30.9K
|
1.07K
$54.1K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7.4KNew |
$274K - $288K
|
7.4K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6KNew |
$222K - $234K
|
6K
$304K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
5.63KNew |
$208K - $220K
|
5.63K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.71KNew |
$100K - $106K
|
2.71K
$137K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
131K+ 77.69% |
$4.57M - $4.96M
|
299K
$15.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
4.04K+ 1.55% |
$141K - $153K
|
265K
$13.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.93KNew |
$138K - $149K
|
3.93K
$199K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.07KNew |
$108K - $117K
|
3.07K
$156K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
79.2KNew |
$2.63M - $2.83M
|
79.2K
$4.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.45KNew |
$248K - $266K
|
7.45K
$378K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.07KNew |
$35.4K - $38.1K
|
1.07K
$54.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
466+ 13.84% |
$15.5K - $16.7K
|
3.83K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
433New |
$14.4K - $15.5K
|
433
$21.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4KNew |
$126K - $139K
|
4K
$203K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30.7KNew |
$967K - $1.05M
|
30.7K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.8KNew |
$531K - $577K
|
16.8K
$853K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.58K+ 182.07% |
$81.4K - $88.4K
|
4K
$202K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.22K+ 13.15% |
$38K - $43.4K
|
10.5K
$532K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
285+ 1.59% |
$9.5K - $10.3K
|
18.2K
$922K
|
|