Avantax Advisory Services, Inc. First Tr ETF Viii Cboe Vest Us Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 5,491 shares of FSEP stock, worth $254,727. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,491

Previous 10,781 49.07%

Holding current value

$254,727

Previous $492,000 50.41%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$44.11 - $47.04 $233,341 - $248,841	-5,290 Reduced 49.07%	5,491 $244,000
Q4 2024 Feb 07, 2025	SELL	$44.57 - $46.43 $53,573 - $55,808	-1,202 Reduced 10.03%	10,781 $492,000
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

# of Institutions

131

Shares Held

4.47M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII CBOE VEST US

Ticker FSEP
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Avantax Advisory Services, Inc. First Tr ETF Viii Cboe Vest Us Transaction History