Family Wealth Group, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Family Wealth Group, LLC

  • $96.6 Million
  • Q2 2025

A detailed history of Family Wealth Group, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Family Wealth Group, LLC holds 29,174 shares of FSEP stock, worth $1.47 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
29,174
Previous 29,581 1.38%
Holding current value
$1.47 Million
Previous $1.32 Million 6.3%
% of portfolio
1.45%
Previous 2.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$41.22 - $48.01 $16,776 - $19,540
-407 Reduced 1.38%
29,174 $1.4 Million
Q1 2025

May 14, 2025
SELL
$44.11 - $47.04 $104,981 - $111,955
-2,380 Reduced 7.45%
29,581 $1.32 Million
Q4 2024

May 14, 2025
BUY
$44.57 - $46.43 $171,861 - $179,034
3,856 Added 13.72%
31,961 $1.46 Million
Q3 2024

Apr 01, 2025
BUY
$42.73 - $44.94 $95,544 - $100,485
2,236 Added 8.64%
28,105 $1.26 Million
Q3 2024

Nov 14, 2024
SELL
$42.73 - $44.94 $47,601 - $50,063
-1,114 Reduced 4.31%
24,755 $1.11 Million
Q2 2024

Apr 01, 2025
SELL
$41.45 - $43.76 $17,616 - $18,598
-425 Reduced 1.62%
25,869 $1.13 Million
Q2 2024

Aug 14, 2024
SELL
$41.45 - $43.76 $17,616 - $18,598
-425 Reduced 1.62%
25,869 $1.13 Million
Q1 2024

Apr 01, 2025
SELL
$39.77 - $42.49 $27,600 - $29,488
-694 Reduced 2.57%
26,294 $1.12 Billion
Q1 2024

Aug 14, 2024
SELL
$39.77 - $42.49 $27,600 - $29,488
-694 Reduced 2.57%
26,294 $1.12 Million
Q4 2023

Apr 01, 2025
BUY
$36.11 - $40.25 $80,633 - $89,878
2,233 Added 9.02%
26,988 $1.09 Billion
Q4 2023

Feb 14, 2024
BUY
$36.11 - $40.25 $974,536 - $1.09 Million
26,988 New
26,988 $1.09 Million

Others Institutions Holding FSEP

# of Institutions
134
Shares Held
5.36M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

FSEP Quotes by TradingView
  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
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