Latest Institutional Purchases of First Tr ETF Viii Cboe Vest Us (FSEP)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (FSEP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.7KNew |
$481K - $560K
|
11.7K
$569K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.29KNew |
$177K - $206K
|
4.29K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.24KNew |
$175K - $204K
|
4.24K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
572+ 11.71% |
$23.6K - $27.5K
|
5.46K
$266K
|
|
| Q1 2025 | |||||||
|
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 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
40.6K+ 38.73% |
$1.79M - $1.91M
|
145K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
24KNew |
$1.06M - $1.13M
|
24K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18K+ 10912.12% |
$794K - $847K
|
18.2K
$887K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 7.68% |
$751K - $801K
|
239K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8K+ 48.47% |
$477K - $509K
|
33.1K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.75K+ 204.96% |
$430K - $459K
|
14.5K
$708K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.74KNew |
$253K - $270K
|
5.74K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.28K+ 44.47% |
$233K - $248K
|
17.2K
$837K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.45KNew |
$196K - $209K
|
4.45K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.87K+ 15.59% |
$171K - $182K
|
28.7K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.85K+ 3.89% |
$170K - $181K
|
103K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 26.0% |
$166K - $177K
|
18.2K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.65K+ 56.44% |
$161K - $172K
|
10.1K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.64K+ 29.99% |
$116K - $124K
|
11.4K
$558K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.31KNew |
$102K - $109K
|
2.31K
$113K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.47K+ 6.17% |
$64.8K - $69.1K
|
25.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.41K+ 28.05% |
$62.4K - $66.5K
|
6.46K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08K+ 9.29% |
$47.5K - $50.6K
|
12.7K
$618K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
920+ 4.74% |
$40.6K - $43.3K
|
20.3K
$992K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
897New |
$39.6K - $42.2K
|
897
$43.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
840+ 3.76% |
$37.1K - $39.5K
|
23.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
560+ 117.65% |
$24.7K - $26.3K
|
1.04K
$50.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
464+ 5.07% |
$20.5K - $21.8K
|
9.62K
$470K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
440+ 4.56% |
$19.4K - $20.7K
|
10.1K
$492K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
349+ 3.43% |
$15.4K - $16.4K
|
10.5K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
274New |
$12.1K - $12.9K
|
274
$13.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
180New |
$7.94K - $8.47K
|
180
$8.79K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.05% |
$221 - $235
|
9.7K
$473K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
28.7KNew |
$1.28M - $1.33M
|
28.7K
$1.4M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.8K+ 7.23% |
$1.02M - $1.06M
|
338K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
19.9KNew |
$889K - $926K
|
19.9K
$973K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.2KNew |
$677K - $706K
|
15.2K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.11K+ 87.27% |
$317K - $330K
|
15.3K
$745K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.39KNew |
$240K - $250K
|
5.39K
$263K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.87KNew |
$217K - $226K
|
4.87K
$238K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.45K+ 45.38% |
$154K - $160K
|
11.1K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.56K+ 44.99% |
$114K - $119K
|
8.23K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.96K+ 33.86% |
$87.3K - $90.9K
|
7.74K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
843New |
$37.6K - $39.1K
|
843
$41.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
553New |
$24.6K - $25.7K
|
553
$27K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
248+ 1.74% |
$11.1K - $11.5K
|
14.5K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
54New |
$2.41K - $2.51K
|
54
$2.64K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
212KNew |
$9.04M - $9.51M
|
212K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
176KNew |
$7.52M - $7.91M
|
176K
$8.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
112KNew |
$4.77M - $5.02M
|
112K
$5.45M
|
|