A detailed history of Mutual Advisors, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Mutual Advisors, LLC holds 9,299 shares of FSEP stock, worth $422,732. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,299
Previous 6,127 51.77%
Holding current value
$422,732
Previous $268,000 55.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$42.73 - $44.94 $135,539 - $142,549
3,172 Added 51.77%
9,299 $417,000
Q2 2024

Jul 30, 2024

SELL
$41.45 - $43.76 $47,501 - $50,148
-1,146 Reduced 15.76%
6,127 $268,000
Q3 2023

Nov 13, 2023

BUY
$36.98 - $39.0 $48,443 - $51,090
1,310 Added 21.97%
7,273 $269,000
Q2 2023

Jul 31, 2023

SELL
$35.01 - $37.98 $50,554 - $54,843
-1,444 Reduced 19.5%
5,963 $226,000
Q4 2022

Jan 12, 2023

BUY
$31.46 - $34.68 $233,024 - $256,874
7,407 New
7,407 $0
Q4 2021

Feb 14, 2022

SELL
$33.85 - $36.07 $207,060 - $220,640
-6,117 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$33.93 - $34.68 $207,549 - $212,137
6,117 New
6,117 $208,000

Others Institutions Holding FSEP

About FIRST TR ETF VIII CBOE VEST US


  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.