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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
123KNew |
$4.88M - $5.21M
|
123K
$5.37M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72.3K+ 194.29% |
$2.88M - $3.07M
|
110K
$4.79M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.3KNew |
$2.76M - $2.94M
|
69.3K
$3.03M
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
59.6K+ 468.65% |
$2.37M - $2.53M
|
72.3K
$3.16M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.2K+ 100.67% |
$1.88M - $2.01M
|
94.2K
$4.12M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36.9KNew |
$1.47M - $1.57M
|
36.9K
$1.61M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$490K - $523K
|
12.3K
$539K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.84KNew |
$391K - $418K
|
9.84K
$431K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.58K+ 134.65% |
$381K - $407K
|
16.7K
$730K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.24K+ 77.63% |
$288K - $308K
|
16.6K
$725K
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.8KNew |
$191K - $204K
|
4.8K
$210K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95K+ 8.78% |
$117K - $125K
|
36.6K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.8K+ 6.13% |
$71.5K - $76.4K
|
31.1K
$1.36M
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
877+ 2.34% |
$34.9K - $37.3K
|
38.4K
$1.68M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
370+ 4.06% |
$14.7K - $15.7K
|
9.48K
$415K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
131+ 1.95% |
$5.21K - $5.57K
|
6.84K
$299K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
115+ 0.66% |
$4.57K - $4.89K
|
17.5K
$766K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
100+ 0.93% |
$3.98K - $4.25K
|
10.9K
$477K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39+ 0.25% |
$1.55K - $1.66K
|
15.6K
$683K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
79.2KNew |
$2.86M - $3.19M
|
79.2K
$3.47M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
32.4KNew |
$1.17M - $1.31M
|
32.4K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
27KNew |
$975K - $1.09M
|
27K
$1.18M
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
20.3K+ 155.9% |
$733K - $817K
|
33.3K
$1.46M
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.77KNew |
$280K - $313K
|
7.77K
$340K
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
6.9KNew |
$249K - $278K
|
6.9K
$302K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$197K - $220K
|
5.46K
$239K
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
5.18K+ 53.87% |
$187K - $209K
|
14.8K
$648K
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.1KNew |
$184K - $205K
|
5.1K
$223K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.04KNew |
$182K - $203K
|
5.04K
$220K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.4KNew |
$50.6K - $56.4K
|
1.4K
$61.3K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
860New |
$31.1K - $34.6K
|
860
$37.6K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
767+ 255.67% |
$27.7K - $30.9K
|
1.07K
$46.7K
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
685+ 1.61% |
$24.7K - $27.6K
|
43.2K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
620+ 1.19% |
$22.4K - $25K
|
52.5K
$2.3M
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
353+ 2.67% |
$12.7K - $14.2K
|
13.6K
$594K
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7.4KNew |
$274K - $288K
|
7.4K
$324K
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6KNew |
$222K - $234K
|
6K
$263K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
5.63KNew |
$208K - $220K
|
5.63K
$247K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.09KNew |
$188K - $198K
|
5.09K
$223K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.71KNew |
$100K - $106K
|
2.71K
$119K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.44K+ 49.43% |
$90.3K - $95.2K
|
7.38K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.31K+ 21.97% |
$48.4K - $51.1K
|
7.27K
$318K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
460New |
$17K - $17.9K
|
460
$20.1K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
400+ 1.89% |
$14.8K - $15.6K
|
21.6K
$943K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
300New |
$11.1K - $11.7K
|
300
$13.1K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
131K+ 77.69% |
$4.57M - $4.96M
|
299K
$13.1M
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5.35KNew |
$187K - $203K
|
5.35K
$234K
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
4.04K+ 1.55% |
$141K - $153K
|
265K
$11.6M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.93KNew |
$138K - $149K
|
3.93K
$172K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.07KNew |
$108K - $117K
|
3.07K
$134K
|