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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.06K- 12.76% |
$291K - $339K
|
48.3K
$2.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.3KNew |
$508K - $591K
|
12.3K
$610K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
388K+ 151.37% |
$16M - $18.6M
|
645K
$31.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.95KNew |
$163K - $190K
|
3.95K
$196K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.1K- 15.65% |
$664K - $773K
|
86.8K
$4.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
242+ 2.26% |
$9.98K - $11.6K
|
10.9K
$542K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-886- 4.86% |
$36.5K - $42.5K
|
17.3K
$858K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-600- 1.85% |
$24.7K - $28.8K
|
31.8K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
108+ 0.8% |
$4.45K - $5.19K
|
13.6K
$674K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.2KNew |
$420K - $489K
|
10.2K
$504K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.45K- 6.54% |
$142K - $165K
|
49.3K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9KNew |
$451K - $525K
|
10.9K
$541K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 6.92% |
$875K - $1.02M
|
286K
$14.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.9K+ 14.26% |
$78.2K - $91.1K
|
15.2K
$753K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
978+ 45.62% |
$40.3K - $47K
|
3.12K
$155K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-7.81K- 5.53% |
$322K - $375K
|
133K
$6.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.29KNew |
$177K - $206K
|
4.29K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.6K- 13.54% |
$521K - $607K
|
80.8K
$4M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
572+ 11.71% |
$23.6K - $27.5K
|
5.46K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.79K- 44.25% |
$362K - $422K
|
11.1K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-200- 1.87% |
$8.24K - $9.6K
|
10.5K
$519K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-338- 2.01% |
$13.9K - $16.2K
|
16.5K
$816K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-514- 3.59% |
$21.2K - $24.7K
|
13.8K
$683K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.56K- 8.28% |
$106K - $123K
|
28.4K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-9.46K- 16.39% |
$390K - $454K
|
48.3K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.7KNew |
$481K - $560K
|
11.7K
$577K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-270- 0.24% |
$11.1K - $13K
|
114K
$5.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.24KNew |
$175K - $204K
|
4.24K
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-51- 0.55% |
$2.1K - $2.45K
|
9.24K
$458K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-533- 6.4% |
$22K - $25.6K
|
7.8K
$386K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.78K- 10.16% |
$115K - $133K
|
24.6K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 2.07% |
$55.9K - $65.1K
|
64K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-310- 1.13% |
$12.8K - $14.9K
|
27.2K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-781- 12.81% |
$32.2K - $37.5K
|
5.32K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.5K- 1.39% |
$61.7K - $71.8K
|
106K
$5.26M
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-225- 4.62% |
$9.92K - $10.6K
|
4.65K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.65K+ 56.44% |
$161K - $172K
|
10.1K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.5KNew |
$2.01M - $2.14M
|
45.5K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.8K- 42.11% |
$785K - $837K
|
24.5K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
274New |
$12.1K - $12.9K
|
274
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-212- 4.28% |
$9.35K - $9.97K
|
4.74K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.25K- 21.2% |
$187K - $200K
|
15.8K
$782K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
440+ 4.56% |
$19.4K - $20.7K
|
10.1K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-553- 8.27% |
$24.4K - $26K
|
6.14K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-614- 1.94% |
$27.1K - $28.9K
|
31.1K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18K+ 10912.12% |
$794K - $847K
|
18.2K
$900K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-178- 1.21% |
$7.85K - $8.37K
|
14.5K
$718K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
560+ 117.65% |
$24.7K - $26.3K
|
1.04K
$51.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.75K- 11.63% |
$210K - $223K
|
36.1K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
180New |
$7.94K - $8.47K
|
180
$8.91K
|
|