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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-399- 3.6% |
$17.6K - $18.8K
|
10.7K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-416- 16.25% |
$18.3K - $19.6K
|
2.14K
$98.1K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-482- 2.26% |
$21.3K - $22.7K
|
20.8K
$953K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-553- 8.27% |
$24.4K - $26K
|
6.14K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-605- 0.57% |
$26.7K - $28.5K
|
106K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-614- 1.94% |
$27.1K - $28.9K
|
31.1K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-617- 3.01% |
$27.2K - $29K
|
19.9K
$908K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-654- 2.51% |
$28.8K - $30.8K
|
25.4K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-869- 4.21% |
$38.3K - $40.9K
|
19.8K
$904K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 1.71% |
$50K - $53.3K
|
65.4K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.25K- 6.36% |
$55K - $58.7K
|
18.4K
$840K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.59K- 4.72% |
$70.3K - $75K
|
32.2K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.74K- 53.61% |
$76.6K - $81.7K
|
1.5K
$68.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.87K- 3.42% |
$82.3K - $87.7K
|
52.7K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.24K- 25.01% |
$98.6K - $105K
|
6.7K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.38K- 7.45% |
$105K - $112K
|
29.6K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.73K- 4.52% |
$120K - $128K
|
57.7K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.79K- 16.28% |
$123K - $131K
|
14.3K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-3.05K- 35.46% |
$134K - $143K
|
5.55K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.32K- 37.24% |
$147K - $156K
|
5.6K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.48K- 20.71% |
$153K - $163K
|
13.3K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.25K- 21.2% |
$187K - $200K
|
15.8K
$723K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.48K- 7.49% |
$198K - $211K
|
55.4K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.64K- 2.77% |
$205K - $218K
|
163K
$7.46M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.75K- 11.63% |
$210K - $223K
|
36.1K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.29K- 49.07% |
$233K - $249K
|
5.49K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.59K- 35.56% |
$247K - $263K
|
10.1K
$463K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-5.83K- 17.5% |
$257K - $274K
|
27.5K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-5.91K- 38.13% |
$261K - $278K
|
9.59K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.93K- 1.9% |
$262K - $279K
|
307K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.27K- 5.19% |
$277K - $295K
|
115K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-6.46K- 27.12% |
$285K - $304K
|
17.3K
$793K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-6.6K- 5.77% |
$291K - $310K
|
108K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-7.99K- 5.36% |
$352K - $376K
|
141K
$6.46M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11KClosed |
$485K - $517K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11K- 3.39% |
$487K - $519K
|
315K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-14.4K- 34.53% |
$637K - $679K
|
27.4K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.8K- 42.11% |
$785K - $837K
|
24.5K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-39.1K- 55.86% |
$1.73M - $1.84M
|
30.9K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-54.4K- 20.09% |
$2.4M - $2.56M
|
216K
$9.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-96.6K- 84.54% |
$4.26M - $4.54M
|
17.7K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-112K- 84.72% |
$4.92M - $5.25M
|
20.1K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-167K- 60.53% |
$7.37M - $7.86M
|
109K
$4.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-236K- 47.91% |
$10.4M - $11.1M
|
257K
$11.7M
|