Steward Partners Investment Advisory, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 33,141 shares of FSEP stock, worth $1.54 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

33,141

Previous 22,321 48.47%

Holding current value

$1.54 Million

Previous $1.02 Million 44.71%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$44.11 - $47.04 $477,270 - $508,972	10,820 Added 48.47%	33,141 $1.48 Million
Q3 2024 Nov 14, 2024	BUY	$42.73 - $44.94 $2,820 - $2,966	66 Added 0.3%	22,321 $1 Million
Q2 2024 Aug 08, 2024	SELL	$41.45 - $43.76 $93,345 - $98,547	-2,252 Reduced 9.19%	22,255 $973,000
Q1 2024 May 15, 2024	SELL	$39.77 - $42.49 $7,954 - $8,498	-200 Reduced 0.81%	24,507 $1.04 Million
Q3 2023 Nov 13, 2023	BUY	$36.98 - $39.0 $547,304 - $577,200	14,800 Added 149.39%	24,707 $916,000
Q3 2022 Nov 10, 2022	BUY	$31.56 - $34.27 $312,664 - $339,512	9,907 New	9,907 $313,000

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

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Steward Partners Investment Advisory, LLC First Tr ETF Viii Cboe Vest Us Transaction History