Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
144K+ 50.36% |
$6.9M - $7.27M
|
429K
$21.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.7K+ 40.02% |
$4.2M - $4.43M
|
307K
$15.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.8KNew |
$807K - $851K
|
16.8K
$849K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 13.69% |
$570K - $600K
|
98.7K
$4.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.6KNew |
$556K - $586K
|
11.6K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.5K+ 80.32% |
$552K - $582K
|
25.8K
$1.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
11KNew |
$527K - $555K
|
11K
$554K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
10.8K+ 103.53% |
$520K - $548K
|
21.3K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
9.76KNew |
$468K - $493K
|
9.76K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.61K+ 24.68% |
$221K - $233K
|
23.3K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.33K+ 39.61% |
$208K - $219K
|
15.3K
$770K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.12KNew |
$198K - $208K
|
4.12K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.98K+ 26.21% |
$191K - $201K
|
19.2K
$967K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.79K+ 11.91% |
$182K - $192K
|
35.6K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.63K+ 13.36% |
$174K - $183K
|
30.8K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.43K+ 25.36% |
$165K - $173K
|
17K
$855K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.42K+ 80.5% |
$164K - $173K
|
7.66K
$386K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.05K+ 26.23% |
$98.1K - $103K
|
9.84K
$496K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.87K+ 16.01% |
$89.5K - $94.4K
|
13.5K
$682K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.58K+ 9.58% |
$75.7K - $79.8K
|
18.1K
$910K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
731+ 3.67% |
$35.1K - $36.9K
|
20.7K
$1.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
453+ 0.71% |
$21.7K - $22.9K
|
64.5K
$3.25M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
378+ 2.61% |
$18.1K - $19.1K
|
14.9K
$751K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
331+ 3.41% |
$15.9K - $16.7K
|
10K
$506K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
81+ 7.82% |
$3.88K - $4.09K
|
1.12K
$56.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-318- 0.3% |
$15.3K - $16.1K
|
106K
$5.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.21K- 2.07% |
$106K - $111K
|
104K
$5.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.57K- 29.93% |
$123K - $130K
|
6.01K
$303K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.14K- 32.98% |
$151K - $159K
|
6.38K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.2K- 11.29% |
$154K - $162K
|
25.2K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.97K- 42.91% |
$190K - $200K
|
5.28K
$266K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.46K- 22.23% |
$262K - $276K
|
19.1K
$964K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-42.4K- 52.51% |
$2.03M - $2.14M
|
38.4K
$1.93M
|