Lm Advisors LLC First Tr ETF Viii Cboe Vest Us Transaction History

Lm Advisors LLC

$777 Million
Q2 2025

A detailed history of Lm Advisors LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Lm Advisors LLC holds 9,000 shares of FSEP stock, worth $453,780. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,000

Holding current value

$453,780

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$41.22 - $48.01 $370,980 - $432,090	9,000 New	9,000 $432,000

Others Institutions Holding FSEP

# of Institutions

135

Shares Held

5.47M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

645K
Shares

$32.5 Million
0.01% of portfolio
Cwm, LLC

429K
Shares

$21.7 Million
0.07% of portfolio
Cetera Investment Advisers Schaumburg, IL

341K
Shares

$17.2 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

330K
Shares

$16.7 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$15.5 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VIII CBOE VEST US

Ticker FSEP
Sector ETFs
Industry ETFs

More about FSEP

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