A detailed history of Wealthsource Partners, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Wealthsource Partners, LLC holds 8,282 shares of FSEP stock, worth $376,499. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,282
Previous 8,282 -0.0%
Holding current value
$376,499
Previous $307,000 8.47%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$35.01 - $37.98 $26,257 - $28,484
-750 Reduced 8.3%
8,282 $314,000
Q1 2023

May 15, 2023

SELL
$33.22 - $35.75 $375,286 - $403,867
-11,297 Reduced 55.57%
9,032 $319,000
Q4 2022

Feb 09, 2023

SELL
$31.46 - $34.68 $128,639 - $141,806
-4,089 Reduced 16.75%
20,329 $680,000
Q3 2022

Nov 14, 2022

BUY
$31.56 - $34.27 $770,632 - $836,804
24,418 New
24,418 $771,000
Q2 2022

Aug 10, 2022

SELL
$31.14 - $35.54 $597,047 - $681,408
-19,173 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$33.85 - $36.07 $649,006 - $691,570
19,173 New
19,173 $690,000

Others Institutions Holding FSEP

About FIRST TR ETF VIII CBOE VEST US


  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
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