Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.5KNew |
$2.01M - $2.14M
|
45.5K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
40.6K+ 38.73% |
$1.79M - $1.91M
|
145K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
24KNew |
$1.06M - $1.13M
|
24K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18K+ 10912.12% |
$794K - $847K
|
18.2K
$835K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 7.68% |
$751K - $801K
|
239K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8K+ 48.47% |
$477K - $509K
|
33.1K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.75K+ 204.96% |
$430K - $459K
|
14.5K
$667K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.29KNew |
$410K - $437K
|
9.29K
$427K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.6K+ 10.14% |
$379K - $405K
|
93.4K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.33KNew |
$367K - $392K
|
8.33K
$383K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.09K+ 76125.0% |
$269K - $286K
|
6.1K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.74KNew |
$253K - $270K
|
5.74K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.28K+ 44.47% |
$233K - $248K
|
17.2K
$788K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
4.88KNew |
$215K - $230K
|
4.88K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.45KNew |
$196K - $209K
|
4.45K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.87K+ 15.59% |
$171K - $182K
|
28.7K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.85K+ 3.89% |
$170K - $181K
|
103K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 26.0% |
$166K - $177K
|
18.2K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.65K+ 56.44% |
$161K - $172K
|
10.1K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.64K+ 29.99% |
$116K - $124K
|
11.4K
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.31KNew |
$102K - $109K
|
2.31K
$106K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.47K+ 6.17% |
$64.8K - $69.1K
|
25.3K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.41K+ 28.05% |
$62.4K - $66.5K
|
6.46K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08K+ 9.29% |
$47.5K - $50.6K
|
12.7K
$582K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
920+ 4.74% |
$40.6K - $43.3K
|
20.3K
$935K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
897New |
$39.6K - $42.2K
|
897
$41.2K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
840+ 3.76% |
$37.1K - $39.5K
|
23.2K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
560+ 117.65% |
$24.7K - $26.3K
|
1.04K
$47.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
464+ 5.07% |
$20.5K - $21.8K
|
9.62K
$442K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
440+ 4.56% |
$19.4K - $20.7K
|
10.1K
$463K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
349+ 3.43% |
$15.4K - $16.4K
|
10.5K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
274New |
$12.1K - $12.9K
|
274
$12.6K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
180New |
$7.94K - $8.47K
|
180
$8.27K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.05% |
$221 - $235
|
9.7K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3- 0.06% |
$132 - $141
|
4.72K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-38- 0.28% |
$1.68K - $1.79K
|
13.5K
$621K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-47- 0.14% |
$2.07K - $2.21K
|
32.4K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 0.08% |
$2.07K - $2.21K
|
60.4K
$2.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-75- 0.44% |
$3.31K - $3.53K
|
16.8K
$773K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-80- 1.74% |
$3.53K - $3.76K
|
4.51K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-95- 0.98% |
$4.19K - $4.47K
|
9.59K
$441K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-135- 1.6% |
$5.95K - $6.35K
|
8.28K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-162- 3.39% |
$7.15K - $7.62K
|
4.62K
$212K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-178- 1.21% |
$7.85K - $8.37K
|
14.5K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-190- 0.54% |
$8.38K - $8.94K
|
35.1K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-212- 4.28% |
$9.35K - $9.97K
|
4.74K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-250- 3.42% |
$11K - $11.8K
|
7.05K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 3.4% |
$13.2K - $14.1K
|
8.51K
$391K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-335- 3.14% |
$14.8K - $15.8K
|
10.3K
$475K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-377- 0.38% |
$16.6K - $17.7K
|
99.9K
$4.59M
|