Purchases and Sales Made in Q3 2023 in First Tr ETF Viii Cboe Vest Us (FSEP)

FSEP Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FSEP) during Q3 2023. 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
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
237K
+ 92.54%
$8.78M - $9.26M
494K $23M
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
150K
New
$5.55M - $5.85M
150K $6.98M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
112K
+ 68.1%
$4.16M - $4.38M
277K $12.9M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
54.1K
+ 94.59%
$2M - $2.11M
111K $5.18M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
52.8K
+ 197.18%
$1.95M - $2.06M
79.6K $3.7M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
47.7K
+ 115.11%
$1.76M - $1.86M
89.1K $4.15M
Oct 16, 2023 Q3 2023
Beacon Financial Group

BUY
 -
28.9K
+ 182.79%
$1.07M - $1.13M
44.7K $2.08M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
18.7K
+ 101.19%
$693K - $731K
37.3K $1.73M
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
18.7K
+ 78.55%
$692K - $730K
42.5K $1.98M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
14.8K
+ 149.39%
$547K - $577K
24.7K $1.15M
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
13.2K
New
$489K - $516K
13.2K $616K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
13.2K
New
$487K - $513K
13.2K $613K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
13.1K
New
$484K - $511K
13.1K $609K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
12.9K
New
$476K - $502K
12.9K $599K
Nov 02, 2023 Q3 2023
1776 Wealth LLC

BUY
 -
12.7K
New
$470K - $496K
12.7K $592K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.2K
+ 53.2%
$416K - $439K
32.4K $1.51M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
10.5K
+ 6.06%
$388K - $409K
184K $8.54M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
10.3K
+ 19.47%
$380K - $400K
63K $2.93M
Nov 07, 2023 Q3 2023
Darwin Advisors, LLC

BUY
 -
9.62K
New
$356K - $375K
9.62K $448K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.52K
+ 10.49%
$315K - $332K
89.7K $4.18M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
7.43K
+ 16.71%
$275K - $290K
51.9K $2.42M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
7.42K
New
$274K - $289K
7.42K $345K
Oct 12, 2023 Q3 2023
Sage Capital Advisors,Llc

BUY
 -
7.4K
New
$274K - $288K
7.4K $344K
Nov 13, 2023 Q3 2023
Share Andrew L.

Manchester, NH
BUY
 -
6K
New
$222K - $234K
6K $279K
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

BUY
 -
5.63K
New
$208K - $220K
5.63K $262K
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
5.6K
New
$207K - $219K
5.6K $261K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
5.09K
New
$188K - $198K
5.09K $237K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
4.87K
+ 43.69%
$180K - $190K
16K $745K
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
4.53K
+ 11.74%
$168K - $177K
43.1K $2.01M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
4.37K
New
$162K - $170K
4.37K $203K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.91K
+ 9.03%
$145K - $153K
47.2K $2.2M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.64K
New
$135K - $142K
3.64K $169K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.71K
New
$100K - $106K
2.71K $126K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
2.44K
+ 49.43%
$90.3K - $95.2K
7.38K $343K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
1.73K
+ 15.04%
$64K - $67.5K
13.2K $616K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
1.6K
+ 39.49%
$59.2K - $62.4K
5.65K $263K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
1.42K
+ 24.69%
$52.5K - $55.4K
7.18K $334K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
1.33K
+ 8.04%
$49.2K - $51.9K
17.9K $832K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.31K
+ 21.97%
$48.4K - $51.1K
7.27K $338K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.23K
+ 19.64%
$45.4K - $47.9K
7.48K $348K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.18K
+ 14.07%
$43.6K - $46K
9.56K $445K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.03K
+ 4.62%
$38.1K - $40.2K
23.3K $1.09M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
802
+ 8.24%
$29.7K - $31.3K
10.5K $490K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
612
+ 7.01%
$22.6K - $23.9K
9.35K $435K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
496
+ 1.12%
$18.3K - $19.3K
44.8K $2.09M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
460
New
$17K - $17.9K
460 $21.4K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
414
+ 1.4%
$15.3K - $16.1K
30K $1.39M
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
400
+ 1.89%
$14.8K - $15.6K
21.6K $1M
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
300
New
$11.1K - $11.7K
300 $14K

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