Latest Institutional Transactions on First Tr ETF Viii Cboe Vest Us (FSEP)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (FSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.59K+ 46.67% |
$316K - $333K
|
20.7K
$1.05M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.09K- 32.37% |
$244K - $257K
|
10.6K
$539K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.98K- 32.34% |
$191K - $201K
|
8.32K
$422K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
10.9KNew |
$523K - $552K
|
10.9K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.68K- 49.15% |
$224K - $236K
|
4.84K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-105- 1.23% |
$5.04K - $5.31K
|
8.46K
$429K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$523K - $552K
|
10.9K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1KNew |
$581K - $612K
|
12.1K
$613K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.73K+ 29.57% |
$467K - $492K
|
42.6K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.27K+ 1.9% |
$301K - $317K
|
337K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3.96KNew |
$190K - $200K
|
3.96K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
90+ 3.09% |
$4.32K - $4.55K
|
3.01K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-571- 2.37% |
$27.4K - $28.9K
|
23.5K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.01K+ 8.18% |
$48.2K - $50.8K
|
13.3K
$674K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.73K+ 21.34% |
$131K - $138K
|
15.5K
$785K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9K+ 5.81% |
$570K - $601K
|
216K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
296+ 5.57% |
$14.2K - $15K
|
5.61K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.8K- 18.99% |
$182K - $192K
|
16.2K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.58K+ 42.22% |
$124K - $130K
|
8.68K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 5.21% |
$49.4K - $52.1K
|
18.7K
$950K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 19.84% |
$95.9K - $101K
|
12.1K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.7K+ 21.05% |
$3.44M - $3.62M
|
412K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.45KNew |
$309K - $326K
|
6.45K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
715+ 8.42% |
$34.3K - $36.1K
|
9.21K
$467K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
291New |
$14K - $14.7K
|
291
$14.7K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
258New |
$12.4K - $13K
|
258
$13.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.48K+ 36.35% |
$215K - $226K
|
16.8K
$850K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 128.48% |
$483K - $509K
|
17.9K
$908K
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 11.11% |
$48K - $50.5K
|
10K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.68K- 2.57% |
$177K - $186K
|
140K
$7.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.1KNew |
$2.83M - $2.99M
|
59.1K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
269+ 3.59% |
$12.9K - $13.6K
|
7.76K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.36K+ 17.3% |
$401K - $422K
|
56.7K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.3K- 94.64% |
$254K - $268K
|
300
$15.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-70- 1.53% |
$3.36K - $3.54K
|
4.49K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 0.56% |
$9.59K - $10.1K
|
35.2K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
140New |
$6.71K - $7.08K
|
140
$7.09K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6K+ 12.18% |
$288K - $303K
|
55.3K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
950New |
$45.6K - $48K
|
950
$48.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.3K+ 18.65% |
$1.74M - $1.84M
|
231K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.33KNew |
$303K - $320K
|
6.33K
$320K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.14K- 3.24% |
$54.4K - $57.4K
|
33.8K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-60.4K- 47.44% |
$2.9M - $3.05M
|
66.9K
$3.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-50- 0.52% |
$2.4K - $2.53K
|
9.54K
$483K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.11KNew |
$197K - $208K
|
4.11K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.06K+ 59.37% |
$434K - $458K
|
24.3K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-100- 0.36% |
$4.8K - $5.05K
|
27.4K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15.6KNew |
$750K - $790K
|
15.6K
$792K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
400+ 7.04% |
$19.2K - $20.2K
|
6.08K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.71K+ 44.35% |
$178K - $187K
|
12.1K
$611K
|
|