A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,983 shares of FSEP stock, worth $544,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,983
Previous 9,680 23.79%
Holding current value
$544,747
Previous $423,000 27.19%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$42.73 - $44.94 $98,407 - $103,496
2,303 Added 23.79%
11,983 $538,000
Q2 2024

Aug 09, 2024

SELL
$41.45 - $43.76 $102,837 - $108,568
-2,481 Reduced 20.4%
9,680 $423,000
Q1 2024

May 08, 2024

SELL
$39.77 - $42.49 $11,493 - $12,279
-289 Reduced 2.32%
12,161 $516,000
Q4 2023

Feb 07, 2024

BUY
$36.11 - $40.25 $181,669 - $202,497
5,031 Added 67.81%
12,450 $500,000
Q3 2023

Nov 07, 2023

BUY
$36.98 - $39.0 $274,354 - $289,341
7,419 New
7,419 $275,000

Others Institutions Holding FSEP

About FIRST TR ETF VIII CBOE VEST US


  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
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