Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-310- 1.13% |
$12.8K - $14.9K
|
27.2K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-338- 2.01% |
$13.9K - $16.2K
|
16.5K
$831K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-407- 1.38% |
$16.8K - $19.5K
|
29.2K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-514- 3.59% |
$21.2K - $24.7K
|
13.8K
$696K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-518- 9.02% |
$21.4K - $24.9K
|
5.23K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-522- 9.41% |
$21.5K - $25.1K
|
5.02K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-533- 6.4% |
$22K - $25.6K
|
7.8K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-554- 10.09% |
$22.8K - $26.6K
|
4.94K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-568- 5.9% |
$23.4K - $27.3K
|
9.05K
$456K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-600- 1.85% |
$24.7K - $28.8K
|
31.8K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-670- 7.87% |
$27.6K - $32.2K
|
7.84K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-672Closed |
$27.7K - $32.3K
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-781- 12.81% |
$32.2K - $37.5K
|
5.32K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-831- 3.99% |
$34.3K - $39.9K
|
20K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-886- 4.86% |
$36.5K - $42.5K
|
17.3K
$874K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.01K- 9.57% |
$41.5K - $48.3K
|
9.52K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12K- 4.82% |
$46K - $53.5K
|
22K
$1.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 5.5% |
$46.1K - $53.7K
|
19.2K
$969K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 12.8% |
$50.6K - $58.9K
|
8.36K
$422K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 2.07% |
$55.9K - $65.1K
|
64K
$3.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.5K- 1.39% |
$61.7K - $71.8K
|
106K
$5.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.56K- 8.28% |
$106K - $123K
|
28.4K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.78K- 10.16% |
$115K - $133K
|
24.6K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.94K- 25.7% |
$121K - $141K
|
8.5K
$428K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.45K- 6.54% |
$142K - $165K
|
49.3K
$2.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.7K- 83.15% |
$153K - $178K
|
750
$37.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.06K- 12.76% |
$291K - $339K
|
48.3K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.34K- 46.14% |
$303K - $352K
|
8.57K
$432K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-7.81K- 5.53% |
$322K - $375K
|
133K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.4K- 57.92% |
$346K - $403K
|
6.1K
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.79K- 44.25% |
$362K - $422K
|
11.1K
$558K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-9.46K- 16.39% |
$390K - $454K
|
48.3K
$2.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11K- 59.79% |
$452K - $527K
|
7.38K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.6K- 5.37% |
$478K - $557K
|
205K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.6K- 13.54% |
$521K - $607K
|
80.8K
$4.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.1K- 15.65% |
$664K - $773K
|
86.8K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.6K- 12.02% |
$808K - $941K
|
143K
$7.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.7K- 8.26% |
$813K - $947K
|
219K
$11M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 6.92% |
$875K - $1.02M
|
286K
$14.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.6K- 6.94% |
$1.02M - $1.18M
|
330K
$16.7M
|