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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-97.8K- 15.17% |
$4.69M - $4.94M
|
547K
$27.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-60.4K- 47.44% |
$2.9M - $3.05M
|
66.9K
$3.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-42.4K- 52.51% |
$2.03M - $2.14M
|
38.4K
$1.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.8K- 92.34% |
$805K - $848K
|
1.39K
$70.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.46K- 22.23% |
$262K - $276K
|
19.1K
$968K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.43K- 49.63% |
$260K - $274K
|
5.51K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.3K- 94.64% |
$254K - $268K
|
300
$15.2K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.09K- 32.37% |
$244K - $257K
|
10.6K
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.68K- 49.15% |
$224K - $236K
|
4.84K
$245K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.98K- 32.34% |
$191K - $201K
|
8.32K
$422K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.97K- 42.91% |
$190K - $200K
|
5.28K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.8K- 18.99% |
$182K - $192K
|
16.2K
$821K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.68K- 2.57% |
$177K - $186K
|
140K
$7.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.2K- 11.29% |
$154K - $162K
|
25.2K
$1.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.14K- 32.98% |
$151K - $159K
|
6.38K
$323K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.57K- 29.93% |
$123K - $130K
|
6.01K
$304K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.4K- 45.99% |
$115K - $121K
|
2.82K
$143K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.21K- 2.07% |
$106K - $111K
|
104K
$5.27M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.9K- 3.94% |
$91.2K - $96.1K
|
46.4K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.14K- 3.24% |
$54.4K - $57.4K
|
33.8K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 5.21% |
$49.4K - $52.1K
|
18.7K
$950K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-571- 2.37% |
$27.4K - $28.9K
|
23.5K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-318- 0.3% |
$15.3K - $16.1K
|
106K
$5.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-291- 1.68% |
$14K - $14.7K
|
17K
$864K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-208- 2.3% |
$9.98K - $10.5K
|
8.85K
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 0.56% |
$9.59K - $10.1K
|
35.2K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-105- 1.23% |
$5.04K - $5.31K
|
8.46K
$429K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-100- 0.36% |
$4.8K - $5.05K
|
27.4K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-70- 1.53% |
$3.36K - $3.54K
|
4.49K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-50- 0.52% |
$2.4K - $2.53K
|
9.54K
$483K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.03% |
$95.9 - $101
|
7.38K
$374K
|
|
| Q2 2025 | |||||||
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.7K- 83.15% |
$153K - $178K
|
750
$38K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12K- 4.82% |
$46K - $53.5K
|
22K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-672Closed |
$27.7K - $32.3K
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-554- 10.09% |
$22.8K - $26.6K
|
4.94K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-522- 9.41% |
$21.5K - $25.1K
|
5.02K
$254K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-378- 2.54% |
$15.6K - $18.1K
|
14.5K
$735K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-270- 0.24% |
$11.1K - $13K
|
114K
$5.79M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-90- 50.0% |
$3.71K - $4.32K
|
90
$4.56K
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-96.6K- 84.54% |
$4.26M - $4.54M
|
17.7K
$894K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.75K- 11.63% |
$210K - $223K
|
36.1K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.24K- 25.01% |
$98.6K - $105K
|
6.7K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-654- 2.51% |
$28.8K - $30.8K
|
25.4K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-614- 1.94% |
$27.1K - $28.9K
|
31.1K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-553- 8.27% |
$24.4K - $26K
|
6.14K
$311K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-335- 3.14% |
$14.8K - $15.8K
|
10.3K
$524K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-250- 3.42% |
$11K - $11.8K
|
7.05K
$357K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-225- 4.62% |
$9.92K - $10.6K
|
4.65K
$235K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-212- 4.28% |
$9.35K - $9.97K
|
4.74K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-135- 1.6% |
$5.95K - $6.35K
|
8.28K
$420K
|
|