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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
388K+ 151.37% |
$16M - $18.6M
|
645K
$31.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
232K+ 212.76% |
$9.55M - $11.1M
|
341K
$16.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
107K+ 532.59% |
$4.42M - $5.15M
|
127K
$6.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95K+ 95.05% |
$3.92M - $4.56M
|
195K
$9.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
47.5K+ 32.69% |
$1.96M - $2.28M
|
193K
$9.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.6KNew |
$1.88M - $2.19M
|
45.6K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.2K+ 12.77% |
$1.66M - $1.93M
|
355K
$17.6M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
34.2KNew |
$1.41M - $1.64M
|
34.2K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
12.8KNew |
$526K - $613K
|
12.8K
$632K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.3KNew |
$508K - $591K
|
12.3K
$610K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.7KNew |
$481K - $560K
|
11.7K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9KNew |
$451K - $525K
|
10.9K
$541K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.2KNew |
$420K - $489K
|
10.2K
$504K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.07KNew |
$374K - $435K
|
9.07K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9KNew |
$371K - $432K
|
9K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.59K+ 735.12% |
$272K - $317K
|
7.49K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.84K+ 90.52% |
$241K - $281K
|
12.3K
$609K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.59K+ 55.17% |
$230K - $268K
|
15.7K
$778K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.42K+ 7.32% |
$182K - $212K
|
64.8K
$3.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.29KNew |
$177K - $206K
|
4.29K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.24KNew |
$175K - $204K
|
4.24K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.23K+ 14.77% |
$174K - $203K
|
32.9K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.95KNew |
$163K - $190K
|
3.95K
$196K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.69K+ 179.16% |
$111K - $129K
|
4.19K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.46K+ 533.91% |
$101K - $118K
|
2.92K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.28K+ 6.89% |
$94.1K - $110K
|
35.4K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.06KNew |
$84.7K - $98.7K
|
2.06K
$102K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.9K+ 14.26% |
$78.2K - $91.1K
|
15.2K
$753K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.51K+ 8.79% |
$62.2K - $72.4K
|
18.7K
$924K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.46K+ 20.61% |
$60.3K - $70.3K
|
8.57K
$424K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
978+ 45.62% |
$40.3K - $47K
|
3.12K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
877+ 6.93% |
$36.1K - $42.1K
|
13.5K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
611+ 3.52% |
$25.2K - $29.3K
|
18K
$889K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
572+ 11.71% |
$23.6K - $27.5K
|
5.46K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
242+ 2.26% |
$9.98K - $11.6K
|
10.9K
$542K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
108+ 0.8% |
$4.45K - $5.19K
|
13.6K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
58+ 0.24% |
$2.39K - $2.78K
|
24.1K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.04% |
$330 - $384
|
19.8K
$979K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6+ 0.13% |
$247 - $288
|
4.52K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.5KNew |
$2.01M - $2.14M
|
45.5K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18K+ 10912.12% |
$794K - $847K
|
18.2K
$900K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.65K+ 56.44% |
$161K - $172K
|
10.1K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.31KNew |
$102K - $109K
|
2.31K
$114K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.47K+ 6.17% |
$64.8K - $69.1K
|
25.3K
$1.25M
|
|
|
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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
440+ 4.56% |
$19.4K - $20.7K
|
10.1K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
274New |
$12.1K - $12.9K
|
274
$13.6K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
180New |
$7.94K - $8.47K
|
180
$8.91K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.05% |
$221 - $235
|
9.7K
$480K
|
|