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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.7K+ 69.65% |
$585K - $615K
|
33.3K
$1.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.08KNew |
$46.1K - $48.5K
|
1.08K
$49.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.11K- 4.31% |
$47.6K - $50.1K
|
24.8K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
11.5K+ 102.45% |
$492K - $518K
|
22.8K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66+ 0.3% |
$2.82K - $2.97K
|
22.3K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.7K- 23.08% |
$286K - $301K
|
22.3K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.92KNew |
$210K - $221K
|
4.92K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.22KNew |
$308K - $324K
|
7.22K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.81K- 16.34% |
$163K - $171K
|
19.5K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
560+ 117.65% |
$23.9K - $25.2K
|
1.04K
$47.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.5KNew |
$2.37M - $2.49M
|
55.5K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 328.9% |
$657K - $691K
|
20.1K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.09K+ 14.7% |
$132K - $139K
|
24.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 3.29% |
$12.8K - $13.5K
|
8.81K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.14K+ 70.61% |
$262K - $276K
|
14.8K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-210- 0.59% |
$8.97K - $9.44K
|
35.7K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 66.67% |
$8.55K - $8.99K
|
500
$22.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31K+ 28.0% |
$1.33M - $1.39M
|
142K
$6.45M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.97KNew |
$212K - $223K
|
4.97K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
149K+ 49.67% |
$6.35M - $6.68M
|
448K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.95K+ 68.61% |
$169K - $177K
|
9.7K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-965- 4.44% |
$41.2K - $43.4K
|
20.8K
$944K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.3K+ 23.79% |
$98.4K - $103K
|
12K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
560+ 10.04% |
$23.9K - $25.2K
|
6.14K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
205K+ 408.26% |
$8.75M - $9.2M
|
255K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
159K+ 1542.64% |
$6.81M - $7.16M
|
170K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.19KNew |
$307K - $323K
|
7.19K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$245K - $258K
|
5.74K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
7.31K+ 20.33% |
$312K - $328K
|
43.3K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
14.1KNew |
$604K - $635K
|
14.1K
$642K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.04K+ 3100.88% |
$301K - $316K
|
7.27K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-472- 1.68% |
$20.2K - $21.2K
|
27.6K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02K+ 11.2% |
$43.7K - $45.9K
|
10.1K
$461K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.4K- 98.8% |
$744K - $783K
|
212
$9.64K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-795- 0.83% |
$34K - $35.7K
|
95.5K
$4.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.12K+ 7.53% |
$47.6K - $50.1K
|
15.9K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-454- 1.11% |
$19.4K - $20.4K
|
40.4K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.29KNew |
$397K - $417K
|
9.29K
$422K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.15K+ 7.97% |
$177K - $187K
|
56.3K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.5K- 15.16% |
$150K - $157K
|
19.6K
$890K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.12K+ 1.55% |
$47.9K - $50.4K
|
73.4K
$3.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
290K+ 281.37% |
$12.4M - $13M
|
393K
$17.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6- 0.1% |
$256 - $270
|
5.83K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
212KNew |
$9.04M - $9.51M
|
212K
$9.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
108KNew |
$4.61M - $4.85M
|
108K
$4.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
503+ 4.26% |
$21.5K - $22.6K
|
12.3K
$559K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-470- 1.11% |
$20.1K - $21.1K
|
42K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.58K+ 11.35% |
$238K - $251K
|
54.7K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.01K+ 12.71% |
$43.2K - $45.4K
|
8.96K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.77K+ 65.51% |
$161K - $169K
|
9.52K
$433K
|