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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.17K- 28.96% |
$78.2K - $87.1K
|
5.31K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.22K- 13.43% |
$44.1K - $49.1K
|
7.87K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-298- 4.77% |
$10.8K - $12K
|
5.95K
$275K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.6K- 12.17% |
$133K - $141K
|
26K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 16.01% |
$56.6K - $59.7K
|
8.03K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.07K- 85.6% |
$39.6K - $41.7K
|
180
$8.33K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-549- 4.32% |
$20.3K - $21.4K
|
12.1K
$562K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-6.97K- 93.12% |
$244K - $265K
|
515
$23.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-750- 8.3% |
$26.3K - $28.5K
|
8.28K
$383K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-525- 5.58% |
$17.4K - $18.8K
|
8.89K
$411K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-80- 1.23% |
$2.52K - $2.77K
|
6.41K
$296K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.31K- 34.13% |
$168K - $182K
|
10.2K
$474K
|
|
| 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
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-53.5KClosed |
$1.78M - $1.83M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.57KClosed |
$286K - $293K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.89KClosed |
$63.1K - $64.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.8KClosed |
$374K - $391K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.09KClosed |
$226K - $236K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-651Closed |
$20.7K - $21.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.13K- 42.15% |
$210K - $230K
|
9.78K
$452K
|
|