Institutional shares held 5.23 Million
0 calls
0 puts
Total value of holdings $259M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in FSEP

Top Purchases

Q2 2025
Envestnet Asset Management Inc Shares Held: 645K ($31.9M)
Q2 2025
Cetera Investment Advisers Shares Held: 341K ($16.9M)
Q2 2025
Creative One Wealth, LLC Shares Held: 127K ($6.3M)
Q2 2025
Lpl Financial LLC Shares Held: 195K ($9.65M)
Q2 2025
Assetmark, Inc Shares Held: 193K ($9.55M)

Top Sells

Q2 2025
Cwm, LLC Shares Held: 286K ($14.1M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 219K ($10.8M)
Q2 2025
Kestra Advisory Services, LLC Shares Held: 143K ($7.1M)
Q2 2025
Strategic Blueprint, LLC Shares Held: 86.8K ($4.3M)
Q2 2025
Merit Financial Group, LLC Shares Held: 80.8K ($4M)

About FSEP

Track Institutional and Insider Activities on FSEP

Follow FIRST TR ETF VIII CBOE VEST US and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FSEP shares.

Notify only if

Insider Trading

Get notified when an First Tr ETF Viii Cboe Vest Us insider buys or sells FSEP shares.

Notify only if

News

Receive news related to FIRST TR ETF VIII CBOE VEST US

Track Activities on FSEP