Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.29KNew |
$410K - $437K
|
9.29K
$403K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.6K+ 10.14% |
$379K - $405K
|
93.4K
$4.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.09K+ 76125.0% |
$269K - $286K
|
6.1K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.47K+ 6.17% |
$64.8K - $69.1K
|
25.3K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.05% |
$221 - $235
|
9.7K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-335- 3.14% |
$14.8K - $15.8K
|
10.3K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-654- 2.51% |
$28.8K - $30.8K
|
25.4K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 1.71% |
$50K - $53.3K
|
65.4K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-5.83K- 17.5% |
$257K - $274K
|
27.5K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-14.4K- 34.53% |
$637K - $679K
|
27.4K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-96.6K- 84.54% |
$4.26M - $4.54M
|
17.7K
$766K
|