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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 16.07% |
$58K - $61.3K
|
7.31K
$328K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.1K- 27.62% |
$793K - $837K
|
50.1K
$2.25M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-950- 9.85% |
$39.4K - $41.6K
|
8.69K
$389K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
660+ 10.32% |
$27.4K - $28.9K
|
7.05K
$316K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-586- 3.77% |
$24.3K - $25.6K
|
15K
$670K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.97K- 17.05% |
$247K - $261K
|
29K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
476New |
$19.7K - $20.8K
|
476
$21.3K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.68KNew |
$194K - $205K
|
4.68K
$209K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-70- 1.24% |
$2.9K - $3.06K
|
5.58K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.3KNew |
$427K - $450K
|
10.3K
$461K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.1K- 32.59% |
$420K - $444K
|
21K
$939K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.28K+ 1.17% |
$53.2K - $56.2K
|
111K
$4.96M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.28K- 33.84% |
$219K - $231K
|
10.3K
$463K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.27K- 15.14% |
$93.9K - $99.1K
|
12.7K
$568K
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-425- 1.62% |
$17.6K - $18.6K
|
25.9K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.36K- 56.06% |
$388K - $410K
|
7.34K
$328K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
177+ 0.91% |
$7.34K - $7.75K
|
19.6K
$880K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 6.21% |
$59.6K - $63K
|
21.7K
$973K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.99K+ 886.15% |
$207K - $218K
|
5.55K
$249K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-988- 2.68% |
$41K - $43.2K
|
35.9K
$1.61M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22.5KNew |
$934K - $986K
|
22.5K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5- -0.0% |
$207 - $219
|
299K
$13.4M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.48K- 43.79% |
$186K - $196K
|
5.75K
$257K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.47K+ 92.45% |
$351K - $371K
|
17.6K
$790K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
168+ 0.73% |
$6.96K - $7.35K
|
23.3K
$1.04M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 14.66% |
$64.9K - $68.5K
|
9.11K
$408K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
227New |
$9.41K - $9.93K
|
227
$10.2K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.48K- 20.4% |
$103K - $109K
|
9.68K
$433K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.95K- 7.16% |
$330K - $348K
|
103K
$4.61M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.44K- 4.88% |
$59.6K - $62.9K
|
28K
$1.25M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-673- 6.4% |
$27.9K - $29.5K
|
9.84K
$441K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.25K- 9.19% |
$93.3K - $98.5K
|
22.3K
$997K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-906- 7.13% |
$37.6K - $39.6K
|
11.8K
$528K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
100+ 1.85% |
$4.15K - $4.38K
|
5.52K
$247K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.13K+ 2.26% |
$88.1K - $93K
|
96.3K
$4.31M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.39K- 10.88% |
$182K - $192K
|
36K
$1.61M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-364- 3.84% |
$15.1K - $15.9K
|
9.12K
$408K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-87- 1.08% |
$3.61K - $3.81K
|
7.95K
$356K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
40+ 0.58% |
$1.66K - $1.75K
|
6.88K
$308K
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-153- 0.36% |
$6.34K - $6.7K
|
42.5K
$1.9M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-301- 1.97% |
$12.5K - $13.2K
|
15K
$671K
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-27.2K- 70.73% |
$1.13M - $1.19M
|
11.2K
$504K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.28K+ 55.96% |
$343K - $362K
|
23.1K
$1.03M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.74K- 2.09% |
$279K - $295K
|
316K
$14.1M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-2.87K- 9.22% |
$119K - $125K
|
28.2K
$1.26M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.15K- 15.76% |
$47.5K - $50.1K
|
6.13K
$274K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.46KNew |
$392K - $414K
|
9.46K
$424K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
292+ 5.56% |
$12.1K - $12.8K
|
5.55K
$248K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36- 0.37% |
$1.49K - $1.58K
|
9.81K
$439K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.72K- 17.86% |
$113K - $119K
|
12.5K
$560K
|