Patriot Financial Group Insurance Agency, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$33.35 - $34.22 $63,064 - $64,710	-1,891 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$31.84 - $33.3 $60,209 - $62,970	1,891 New	1,891 $63,000

Others Institutions Holding FSEP

# of Institutions

111

Shares Held

4.94M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

448K
Shares

$20.5 Million
0.05% of portfolio
Envestnet Asset Management Inc

393K
Shares

$18 Million
0.01% of portfolio
Cwm, LLC

323K
Shares

$14.8 Million
0.06% of portfolio
Cetera Investment Advisers Schaumburg, IL

255K
Shares

$11.7 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

220K
Shares

$10.1 Million
0.01% of portfolio

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About FIRST TR ETF VIII CBOE VEST US

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