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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 27.25% |
$5.44M - $5.67M
|
326K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-38K- 22.39% |
$1.69M - $1.76M
|
132K
$6.13M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-21.9K- 59.9% |
$978K - $1.02M
|
14.7K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 67.98% |
$608K - $633K
|
6.42K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 23.85% |
$590K - $614K
|
42.2K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 62.72% |
$547K - $570K
|
7.3K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.73K- 3.02% |
$434K - $452K
|
313K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.53K- 25.59% |
$380K - $396K
|
24.8K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.89K- 58.73% |
$352K - $366K
|
5.54K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-5.67K- 4.73% |
$253K - $263K
|
114K
$5.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.11K- 7.13% |
$228K - $237K
|
66.5K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 77.62% |
$198K - $207K
|
1.28K
$59.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.43K- 2.91% |
$153K - $159K
|
114K
$5.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.35K- 14.72% |
$149K - $156K
|
19.4K
$903K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.95K- 99.73% |
$132K - $137K
|
8
$372
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.41K- 12.1% |
$107K - $112K
|
17.5K
$814K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.33K- 10.58% |
$104K - $108K
|
19.7K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.75K- 7.28% |
$78K - $81.3K
|
22.3K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.73K- 4.11% |
$77K - $80.2K
|
40.3K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.47K- 3.39% |
$65.4K - $68.2K
|
41.8K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 10.03% |
$53.6K - $55.8K
|
10.8K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.01K- 4.53% |
$45.1K - $47K
|
21.3K
$992K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 10.75% |
$44.6K - $46.4K
|
8.3K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-900- 9.28% |
$40.1K - $41.8K
|
8.8K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-750- 4.79% |
$33.4K - $34.8K
|
14.9K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-635- 9.19% |
$28.3K - $29.5K
|
6.28K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-582- 3.33% |
$25.9K - $27K
|
16.9K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-560- 54.05% |
$25K - $26K
|
476
$22.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-511- 0.48% |
$22.8K - $23.7K
|
107K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-430- 1.21% |
$19.2K - $20K
|
35.3K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-219- 2.36% |
$9.76K - $10.2K
|
9.07K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-139- 2.83% |
$6.2K - $6.45K
|
4.78K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-137- 0.25% |
$6.11K - $6.36K
|
54.6K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-116- 0.56% |
$5.17K - $5.39K
|
20.6K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-115- 1.59% |
$5.13K - $5.34K
|
7.1K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-66- 0.2% |
$2.94K - $3.06K
|
32.5K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47- 22.17% |
$2.09K - $2.18K
|
165
$7.68K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-33- 0.24% |
$1.47K - $1.53K
|
13.6K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19- 0.38% |
$847 - $882
|
4.95K
$230K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.5K- 8.93% |
$534K - $562K
|
127K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.11K- 4.31% |
$47.6K - $50.1K
|
24.8K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-472- 1.68% |
$20.2K - $21.2K
|
27.6K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-320- 1.0% |
$13.7K - $14.4K
|
31.7K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 3.29% |
$12.8K - $13.5K
|
8.81K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 3.09% |
$2.86K - $3.01K
|
2.1K
$97.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6- 0.1% |
$256 - $270
|
5.83K
$271K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 16.07% |
$58K - $61.3K
|
7.31K
$340K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.1K- 30.91% |
$521K - $557K
|
29.3K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-600- 10.33% |
$23.9K - $25.5K
|
5.21K
$242K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.19K- 55.88% |
$260K - $290K
|
5.68K
$264K
|
|