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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
553New |
$24.6K - $25.7K
|
553
$24.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
12.8K+ 9.39% |
$571K - $595K
|
149K
$6.65M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.45K+ 45.38% |
$154K - $160K
|
11.1K
$493K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
121KNew |
$5.38M - $5.61M
|
121K
$5.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
750+ 5.01% |
$33.4K - $34.8K
|
15.7K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.28K+ 24.26% |
$146K - $152K
|
16.8K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43K+ 14.13% |
$63.9K - $66.5K
|
11.6K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
54New |
$2.41K - $2.51K
|
54
$2.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-430- 1.21% |
$19.2K - $20K
|
35.3K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
300+ 3.04% |
$13.4K - $13.9K
|
10.2K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.04KNew |
$225K - $234K
|
5.04K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.89K- 58.73% |
$352K - $366K
|
5.54K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.83K+ 4.96% |
$126K - $131K
|
59.9K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.46KNew |
$288K - $300K
|
6.46K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.75K- 7.28% |
$78K - $81.3K
|
22.3K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 23.85% |
$590K - $614K
|
42.2K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
15.5KNew |
$691K - $720K
|
15.5K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.59KNew |
$205K - $213K
|
4.59K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20KNew |
$894K - $931K
|
20K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.76KNew |
$212K - $221K
|
4.76K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-115- 1.59% |
$5.13K - $5.34K
|
7.1K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
843New |
$37.6K - $39.1K
|
843
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
8.59KNew |
$383K - $399K
|
8.59K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 67.98% |
$608K - $633K
|
6.42K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
957+ 9.53% |
$42.7K - $44.4K
|
11K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.2K+ 7.47% |
$187K - $195K
|
60.5K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.56K+ 44.99% |
$114K - $119K
|
8.23K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.16K+ 200.09% |
$96.2K - $100K
|
3.24K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.24K+ 14.37% |
$189K - $197K
|
33.8K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
113+ 0.58% |
$5.04K - $5.25K
|
19.6K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
28.7KNew |
$1.28M - $1.33M
|
28.7K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 62.72% |
$547K - $570K
|
7.3K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-38K- 22.39% |
$1.69M - $1.76M
|
132K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 77.62% |
$198K - $207K
|
1.28K
$57.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-560- 54.05% |
$25K - $26K
|
476
$21.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.1K+ 8.28% |
$940K - $979K
|
276K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-116- 0.56% |
$5.17K - $5.39K
|
20.6K
$919K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.53K- 25.59% |
$380K - $396K
|
24.8K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19- 0.38% |
$847 - $882
|
4.95K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.64KNew |
$430K - $448K
|
9.64K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.01K- 4.53% |
$45.1K - $47K
|
21.3K
$950K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
553+ 9.01% |
$24.6K - $25.7K
|
6.69K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.6K+ 25.36% |
$4.44M - $4.63M
|
493K
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.8KNew |
$1.06M - $1.11M
|
23.8K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.35K- 14.72% |
$149K - $156K
|
19.4K
$865K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47- 22.17% |
$2.09K - $2.18K
|
165
$7.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.82K+ 5.04% |
$215K - $224K
|
100K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-139- 2.83% |
$6.2K - $6.45K
|
4.78K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.61K+ 0.73% |
$71.6K - $74.6K
|
222K
$9.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.69K+ 65.23% |
$209K - $218K
|
11.9K
$529K
|