Purchases and Sales Made in Q4 2025 in First Tr ETF Viii Cboe Vest Us (FSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FSEP) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
34.1K+ 15.71% |
$1.7M - $1.75M
|
251K
$12.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14.1K+ 231.95% |
$703K - $723K
|
20.2K
$1.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
12.5KNew |
$622K - $640K
|
12.5K
$632K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.4K+ 17.52% |
$269K - $277K
|
36.2K
$1.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.61KNew |
$230K - $236K
|
4.61K
$233K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.31K+ 51.96% |
$165K - $170K
|
9.67K
$490K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.41K+ 11.68% |
$120K - $124K
|
23.1K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.04K+ 12.11% |
$102K - $105K
|
18.9K
$956K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
1.86K+ 8.72% |
$92.8K - $95.4K
|
23.2K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.4K+ 13.96% |
$69.8K - $71.8K
|
11.4K
$579K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.02K+ 13.32% |
$50.9K - $52.3K
|
8.68K
$440K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
228+ 1.34% |
$11.4K - $11.7K
|
17.2K
$871K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
156New |
$7.78K - $8K
|
156
$7.9K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-370- 2.05% |
$18.5K - $19K
|
17.7K
$896K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-417- 2.8% |
$20.8K - $21.4K
|
14.5K
$733K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-813- 9.87% |
$40.5K - $41.7K
|
7.43K
$376K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-863- 5.65% |
$43K - $44.3K
|
14.4K
$730K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-893- 6.6% |
$44.5K - $45.8K
|
12.6K
$640K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.08K- 10.98% |
$53.9K - $55.5K
|
8.76K
$444K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.43K- 3.08% |
$71.1K - $73.2K
|
44.9K
$2.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 29.76% |
$78.3K - $80.5K
|
3.71K
$188K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.91K- 4.51% |
$145K - $149K
|
61.6K
$3.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
SELL
|
- |
-10.1K- 9.45% |
$504K - $518K
|
96.8K
$4.9M
|
|