Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
123KNew |
$4.88M - $5.21M
|
123K
$5.71M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72.3K+ 194.29% |
$2.88M - $3.07M
|
110K
$5.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.3KNew |
$2.76M - $2.94M
|
69.3K
$3.22M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
59.6K+ 468.65% |
$2.37M - $2.53M
|
72.3K
$3.36M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.2K+ 100.67% |
$1.88M - $2.01M
|
94.2K
$4.38M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36.9KNew |
$1.47M - $1.57M
|
36.9K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$490K - $523K
|
12.3K
$573K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 48.35% |
$403K - $431K
|
31.1K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.84KNew |
$391K - $418K
|
9.84K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.58K+ 134.65% |
$381K - $407K
|
16.7K
$777K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.95K+ 4221.7% |
$356K - $380K
|
9.16K
$426K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.24K+ 77.63% |
$288K - $308K
|
16.6K
$771K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.8KNew |
$191K - $204K
|
4.8K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95K+ 8.78% |
$117K - $125K
|
36.6K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.8K+ 6.13% |
$71.5K - $76.4K
|
31.1K
$1.45M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.35K+ 34.66% |
$53.8K - $57.4K
|
5.25K
$244K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.3KNew |
$51.7K - $55.2K
|
1.3K
$60.5K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
877+ 2.34% |
$34.9K - $37.3K
|
38.4K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
370+ 4.06% |
$14.7K - $15.7K
|
9.48K
$441K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
300+ 0.58% |
$11.9K - $12.7K
|
52.4K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$11.9K - $12.7K
|
300
$14K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
131+ 1.95% |
$5.21K - $5.57K
|
6.84K
$318K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
115+ 0.66% |
$4.57K - $4.89K
|
17.5K
$815K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
100+ 0.93% |
$3.98K - $4.25K
|
10.9K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39+ 0.25% |
$1.55K - $1.66K
|
15.6K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1- 0.01% |
$39.8 - $42.5
|
8.04K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.03% |
$278 - $297
|
23.2K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-144- 2.49% |
$5.73K - $6.12K
|
5.65K
$263K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-185- 4.33% |
$7.36K - $7.86K
|
4.09K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 0.81% |
$7.95K - $8.5K
|
24.5K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-289- 2.32% |
$11.5K - $12.3K
|
12.2K
$566K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-290- 0.26% |
$11.5K - $12.3K
|
110K
$5.11M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-300- 4.96% |
$11.9K - $12.7K
|
5.75K
$268K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-306- 1.96% |
$12.2K - $13K
|
15.3K
$711K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-450- 1.43% |
$17.9K - $19.1K
|
31.1K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-525- 3.97% |
$20.9K - $22.3K
|
12.7K
$591K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-542- 0.49% |
$21.6K - $23K
|
111K
$5.17M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-599- 3.52% |
$23.8K - $25.5K
|
16.4K
$765K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-600- 10.33% |
$23.9K - $25.5K
|
5.21K
$242K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-660- 9.36% |
$26.2K - $28K
|
6.39K
$298K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-694- 2.57% |
$27.6K - $29.5K
|
26.3K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-908- 61.73% |
$36.1K - $38.6K
|
563
$26.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-963- 5.95% |
$38.3K - $40.9K
|
15.2K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.04K- 6.52% |
$41.5K - $44.4K
|
15K
$696K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.12K- 12.23% |
$44.4K - $47.4K
|
8.01K
$373K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.12K- 11.41% |
$44.6K - $47.7K
|
8.71K
$406K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.15K- 6.74% |
$45.8K - $48.9K
|
15.9K
$742K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.5K- 12.45% |
$59.5K - $63.5K
|
10.5K
$489K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.5K- 1.25% |
$59.5K - $63.6K
|
118K
$5.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.7K- 1.83% |
$67.6K - $72.2K
|
91.2K
$4.25M
|