Purchases and Sales Made in Q1 2024 in First Tr ETF Viii Cboe Vest Us (FSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (FSEP) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.9K- 6.7% |
$115K - $123K
|
40.3K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.93K- 22.26% |
$117K - $124K
|
10.2K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.96K- 21.71% |
$118K - $126K
|
10.7K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 6.84% |
$119K - $127K
|
40.9K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.1K- 13.72% |
$123K - $132K
|
19.5K
$906K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.38K- 25.94% |
$134K - $143K
|
9.64K
$449K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.76K- 5.38% |
$149K - $160K
|
66.2K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.11K- 10.51% |
$163K - $175K
|
35K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.18K- 22.04% |
$166K - $178K
|
14.8K
$689K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.3K- 55.14% |
$448K - $478K
|
9.16K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.1K- 30.91% |
$521K - $557K
|
29.3K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18K- 22.33% |
$716K - $765K
|
62.6K
$2.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.5K- 11.87% |
$774K - $827K
|
144K
$6.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.6K- 6.01% |
$820K - $877K
|
322K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-40K- 63.39% |
$1.59M - $1.7M
|
23.1K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.3K- 12.38% |
$1.68M - $1.8M
|
299K
$13.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-45.8K- 11.31% |
$1.82M - $1.95M
|
360K
$16.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-63.9K- 59.97% |
$2.54M - $2.72M
|
42.7K
$1.99M
|