Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-95.5K- 30.26% |
$4.08M - $4.29M
|
220K
$9.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.5K- 8.93% |
$534K - $562K
|
127K
$5.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-700- 4.67% |
$29.9K - $31.5K
|
14.3K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-496- 14.36% |
$21.2K - $22.3K
|
2.96K
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-320- 1.0% |
$13.7K - $14.4K
|
31.7K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-283- 3.1% |
$12.1K - $12.7K
|
8.84K
$400K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 3.09% |
$2.86K - $3.01K
|
2.1K
$95.2K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-27.2K- 70.73% |
$1.13M - $1.19M
|
11.2K
$509K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.1K- 27.62% |
$793K - $837K
|
50.1K
$2.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17K- 25.74% |
$706K - $745K
|
49.1K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.1K- 32.59% |
$420K - $444K
|
21K
$949K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.36K- 56.06% |
$388K - $410K
|
7.34K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.95K- 7.16% |
$330K - $348K
|
103K
$4.66M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.97K- 17.05% |
$247K - $261K
|
29K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.28K- 33.84% |
$219K - $231K
|
10.3K
$467K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.48K- 43.79% |
$186K - $196K
|
5.75K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.39K- 10.88% |
$182K - $192K
|
36K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.48K- 20.4% |
$103K - $109K
|
9.68K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.27K- 15.14% |
$93.9K - $99.1K
|
12.7K
$574K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.25K- 9.19% |
$93.3K - $98.5K
|
22.3K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 14.66% |
$64.9K - $68.5K
|
9.11K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 6.21% |
$59.6K - $63K
|
21.7K
$983K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.44K- 4.88% |
$59.6K - $62.9K
|
28K
$1.27M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 16.07% |
$58K - $61.3K
|
7.31K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-988- 2.68% |
$41K - $43.2K
|
35.9K
$1.62M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-950- 9.85% |
$39.4K - $41.6K
|
8.69K
$393K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-906- 7.13% |
$37.6K - $39.6K
|
11.8K
$534K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-586- 3.77% |
$24.3K - $25.6K
|
15K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-425- 1.62% |
$17.6K - $18.6K
|
25.9K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-400- 3.67% |
$16.6K - $17.5K
|
10.5K
$475K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-153- 0.36% |
$6.34K - $6.7K
|
42.5K
$1.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-87- 1.08% |
$3.61K - $3.81K
|
7.95K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-70- 1.24% |
$2.9K - $3.06K
|
5.58K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5- -0.0% |
$207 - $219
|
299K
$13.5M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.1K- 30.91% |
$521K - $557K
|
29.3K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 6.84% |
$119K - $127K
|
40.9K
$1.85M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.12K- 12.23% |
$44.4K - $47.4K
|
8.01K
$362K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-600- 10.33% |
$23.9K - $25.5K
|
5.21K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-599- 3.52% |
$23.8K - $25.5K
|
16.4K
$744K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-300- 4.96% |
$11.9K - $12.7K
|
5.75K
$260K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.19K- 55.88% |
$260K - $290K
|
5.68K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.95K- 37.83% |
$179K - $199K
|
8.14K
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.17K- 28.96% |
$78.2K - $87.1K
|
5.31K
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.22K- 13.43% |
$44.1K - $49.1K
|
7.87K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-298- 4.77% |
$10.8K - $12K
|
5.95K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13- 0.09% |
$469 - $523
|
14.7K
$664K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.6K- 12.17% |
$133K - $141K
|
26K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 16.01% |
$56.6K - $59.7K
|
8.03K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.07K- 85.6% |
$39.6K - $41.7K
|
180
$8.14K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-549- 4.32% |
$20.3K - $21.4K
|
12.1K
$550K
|
|