Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-95.5K- 30.26% |
$4.08M - $4.29M
|
220K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.4K- 98.8% |
$744K - $783K
|
212
$9.64K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.5K- 8.93% |
$534K - $562K
|
127K
$5.79M
|
|
|
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
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.81K- 16.34% |
$163K - $171K
|
19.5K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.5K- 15.16% |
$150K - $157K
|
19.6K
$890K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3K- 18.27% |
$128K - $135K
|
13.4K
$611K
|
|
|
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 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-965- 4.44% |
$41.2K - $43.4K
|
20.8K
$944K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-795- 0.83% |
$34K - $35.7K
|
95.5K
$4.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-700- 4.67% |
$29.9K - $31.5K
|
14.3K
$649K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-496- 14.36% |
$21.2K - $22.3K
|
2.96K
$135K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-472- 1.68% |
$20.2K - $21.2K
|
27.6K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-470- 1.11% |
$20.1K - $21.1K
|
42K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-454- 1.11% |
$19.4K - $20.4K
|
40.4K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-320- 1.0% |
$13.7K - $14.4K
|
31.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 3.29% |
$12.8K - $13.5K
|
8.81K
$401K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-283- 3.1% |
$12.1K - $12.7K
|
8.84K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-210- 0.59% |
$8.97K - $9.44K
|
35.7K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 3.09% |
$2.86K - $3.01K
|
2.1K
$95.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6- 0.1% |
$256 - $270
|
5.83K
$265K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.36K- 56.06% |
$388K - $410K
|
7.34K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.27K- 15.14% |
$93.9K - $99.1K
|
12.7K
$577K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 16.07% |
$58K - $61.3K
|
7.31K
$332K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-586- 3.77% |
$24.3K - $25.6K
|
15K
$680K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-400- 3.67% |
$16.6K - $17.5K
|
10.5K
$477K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.1K- 30.91% |
$521K - $557K
|
29.3K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-600- 10.33% |
$23.9K - $25.5K
|
5.21K
$237K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.19K- 55.88% |
$260K - $290K
|
5.68K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.95K- 37.83% |
$179K - $199K
|
8.14K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.17K- 28.96% |
$78.2K - $87.1K
|
5.31K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.22K- 13.43% |
$44.1K - $49.1K
|
7.87K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-298- 4.77% |
$10.8K - $12K
|
5.95K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13- 0.09% |
$469 - $523
|
14.7K
$668K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.6K- 12.17% |
$133K - $141K
|
26K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 16.01% |
$56.6K - $59.7K
|
8.03K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.07K- 85.6% |
$39.6K - $41.7K
|
180
$8.18K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-549- 4.32% |
$20.3K - $21.4K
|
12.1K
$552K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-6.97K- 93.12% |
$244K - $265K
|
515
$23.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-750- 8.3% |
$26.3K - $28.5K
|
8.28K
$376K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-525- 5.58% |
$17.4K - $18.8K
|
8.89K
$404K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-80- 1.23% |
$2.52K - $2.77K
|
6.41K
$291K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.31K- 34.13% |
$168K - $182K
|
10.2K
$466K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-93.6KClosed |
$2.91M - $3.33M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.14KClosed |
$191K - $218K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.38KClosed |
$279K - $303K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.34KClosed |
$211K - $229K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.33K - $3.61K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-44.3KClosed |
$1.5M - $1.54M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.66KClosed |
$56.4K - $57.7K
|
0
$0
|
|