Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22.5KNew |
$934K - $986K
|
22.5K
$1.05M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.4K+ 8216.98% |
$722K - $762K
|
17.6K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.3KNew |
$427K - $450K
|
10.3K
$479K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.46KNew |
$392K - $414K
|
9.46K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.47K+ 92.45% |
$351K - $371K
|
17.6K
$821K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.28K+ 55.96% |
$343K - $362K
|
23.1K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.28KNew |
$343K - $362K
|
8.28K
$385K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.84KNew |
$242K - $255K
|
5.84K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.99K+ 886.15% |
$207K - $218K
|
5.55K
$258K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.71KNew |
$195K - $206K
|
4.71K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.68KNew |
$194K - $205K
|
4.68K
$218K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.09K+ 81.1% |
$169K - $179K
|
9.12K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.13K+ 2.26% |
$88.1K - $93K
|
96.3K
$4.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
1.6KNew |
$66.3K - $70K
|
1.6K
$74.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.28K+ 1.17% |
$53.2K - $56.2K
|
111K
$5.16M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
660+ 10.32% |
$27.4K - $28.9K
|
7.05K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
476New |
$19.7K - $20.8K
|
476
$22.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
292+ 5.56% |
$12.1K - $12.8K
|
5.55K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
227New |
$9.41K - $9.93K
|
227
$10.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
177+ 0.91% |
$7.34K - $7.75K
|
19.6K
$914K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
168+ 0.73% |
$6.96K - $7.35K
|
23.3K
$1.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
100+ 1.85% |
$4.15K - $4.38K
|
5.52K
$257K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
40+ 0.58% |
$1.66K - $1.75K
|
6.88K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5- -0.0% |
$207 - $219
|
299K
$13.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36- 0.37% |
$1.49K - $1.58K
|
9.81K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-70- 1.24% |
$2.9K - $3.06K
|
5.58K
$260K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-70- 0.4% |
$2.9K - $3.06K
|
17.4K
$812K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-87- 1.08% |
$3.61K - $3.81K
|
7.95K
$370K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-153- 0.36% |
$6.34K - $6.7K
|
42.5K
$1.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-237- 3.21% |
$9.82K - $10.4K
|
7.14K
$332K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-301- 1.97% |
$12.5K - $13.2K
|
15K
$697K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-364- 3.84% |
$15.1K - $15.9K
|
9.12K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-400- 0.76% |
$16.6K - $17.5K
|
52.1K
$2.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-400- 3.67% |
$16.6K - $17.5K
|
10.5K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-425- 1.62% |
$17.6K - $18.6K
|
25.9K
$1.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-586- 3.77% |
$24.3K - $25.6K
|
15K
$697K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-631- 15.44% |
$26.2K - $27.6K
|
3.46K
$161K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-673- 6.4% |
$27.9K - $29.5K
|
9.84K
$458K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-906- 7.13% |
$37.6K - $39.6K
|
11.8K
$549K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-950- 9.85% |
$39.4K - $41.6K
|
8.69K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-988- 2.68% |
$41K - $43.2K
|
35.9K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.15K- 15.76% |
$47.5K - $50.1K
|
6.13K
$285K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.29K- 3.87% |
$53.5K - $56.5K
|
32K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.4K- 1.18% |
$58K - $61.3K
|
117K
$5.45M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 16.07% |
$58K - $61.3K
|
7.31K
$340K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.44K- 4.88% |
$59.6K - $62.9K
|
28K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 6.21% |
$59.6K - $63K
|
21.7K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 14.66% |
$64.9K - $68.5K
|
9.11K
$424K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.79K- 11.24% |
$74.2K - $78.4K
|
14.1K
$658K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.25K- 9.19% |
$93.3K - $98.5K
|
22.3K
$1.04M
|