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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 6.92% |
$875K - $1.02M
|
286K
$13.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.9K+ 14.26% |
$78.2K - $91.1K
|
15.2K
$742K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
978+ 45.62% |
$40.3K - $47K
|
3.12K
$152K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-7.81K- 5.53% |
$322K - $375K
|
133K
$6.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.29KNew |
$177K - $206K
|
4.29K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.6K- 13.54% |
$521K - $607K
|
80.8K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
572+ 11.71% |
$23.6K - $27.5K
|
5.46K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.79K- 44.25% |
$362K - $422K
|
11.1K
$540K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-338- 2.01% |
$13.9K - $16.2K
|
16.5K
$804K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-200- 1.87% |
$8.24K - $9.6K
|
10.5K
$511K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-514- 3.59% |
$21.2K - $24.7K
|
13.8K
$674K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.56K- 8.28% |
$106K - $123K
|
28.4K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-9.46K- 16.39% |
$390K - $454K
|
48.3K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-270- 0.24% |
$11.1K - $13K
|
114K
$5.58M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.7KNew |
$481K - $560K
|
11.7K
$569K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.24KNew |
$175K - $204K
|
4.24K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-51- 0.55% |
$2.1K - $2.45K
|
9.24K
$451K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-533- 6.4% |
$22K - $25.6K
|
7.8K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 2.07% |
$55.9K - $65.1K
|
64K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.78K- 10.16% |
$115K - $133K
|
24.6K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-310- 1.13% |
$12.8K - $14.9K
|
27.2K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-781- 12.81% |
$32.2K - $37.5K
|
5.32K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.5K- 1.39% |
$61.7K - $71.8K
|
106K
$5.19M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-482- 2.26% |
$21.3K - $22.7K
|
20.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.41K+ 28.05% |
$62.4K - $66.5K
|
6.46K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-6.46K- 27.12% |
$285K - $304K
|
17.3K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
24KNew |
$1.06M - $1.13M
|
24K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.74K- 53.61% |
$76.6K - $81.7K
|
1.5K
$73.3K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.65K+ 56.44% |
$161K - $172K
|
10.1K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
840+ 3.76% |
$37.1K - $39.5K
|
23.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-3.05K- 35.46% |
$134K - $143K
|
5.55K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 0.08% |
$2.07K - $2.21K
|
60.4K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.75K+ 204.96% |
$430K - $459K
|
14.5K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-869- 4.21% |
$38.3K - $40.9K
|
19.8K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
274New |
$12.1K - $12.9K
|
274
$13.4K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.8K- 42.11% |
$785K - $837K
|
24.5K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.5KNew |
$2.01M - $2.14M
|
45.5K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.64K- 2.77% |
$205K - $218K
|
163K
$7.96M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 26.0% |
$166K - $177K
|
18.2K
$890K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-190- 0.54% |
$8.38K - $8.94K
|
35.1K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-212- 4.28% |
$9.35K - $9.97K
|
4.74K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.87K+ 15.59% |
$171K - $182K
|
28.7K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.25K- 21.2% |
$187K - $200K
|
15.8K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.38K- 7.45% |
$105K - $112K
|
29.6K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11KClosed |
$485K - $517K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-112K- 84.72% |
$4.92M - $5.25M
|
20.1K
$982K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-162- 3.39% |
$7.15K - $7.62K
|
4.62K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8K+ 48.47% |
$477K - $509K
|
33.1K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 3.4% |
$13.2K - $14.1K
|
8.51K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-54.4K- 20.09% |
$2.4M - $2.56M
|
216K
$10.6M
|
|