Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.28K+ 1.08% |
$54.9K - $57.7K
|
120K
$5.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.27K+ 4.5% |
$54.3K - $57.1K
|
29.5K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.12K+ 1.55% |
$47.9K - $50.4K
|
73.4K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.12K+ 7.53% |
$47.6K - $50.1K
|
15.9K
$740K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 12.28% |
$46.9K - $49.3K
|
10K
$467K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.08KNew |
$46.1K - $48.5K
|
1.08K
$50.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02K+ 11.2% |
$43.7K - $45.9K
|
10.1K
$472K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.01K+ 12.71% |
$43.2K - $45.4K
|
8.96K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
841+ 8.89% |
$35.9K - $37.8K
|
10.3K
$479K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
724+ 0.62% |
$30.9K - $32.5K
|
118K
$5.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
675New |
$28.8K - $30.3K
|
675
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
560+ 10.04% |
$23.9K - $25.2K
|
6.14K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
560+ 117.65% |
$23.9K - $25.2K
|
1.04K
$48.2K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
554+ 7.85% |
$23.7K - $24.9K
|
7.61K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
511+ 7.15% |
$21.8K - $23K
|
7.65K
$356K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
503+ 4.26% |
$21.5K - $22.6K
|
12.3K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 66.67% |
$8.55K - $8.99K
|
500
$23.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
113+ 0.35% |
$4.83K - $5.08K
|
32.5K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66+ 0.3% |
$2.82K - $2.97K
|
22.3K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
39+ 0.4% |
$1.67K - $1.75K
|
9.88K
$460K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
35+ 0.2% |
$1.5K - $1.57K
|
17.5K
$813K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
30+ 0.44% |
$1.28K - $1.35K
|
6.91K
$322K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6- 0.1% |
$256 - $270
|
5.83K
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 3.09% |
$2.86K - $3.01K
|
2.1K
$97.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-210- 0.59% |
$8.97K - $9.44K
|
35.7K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-283- 3.1% |
$12.1K - $12.7K
|
8.84K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 3.29% |
$12.8K - $13.5K
|
8.81K
$410K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-320- 1.0% |
$13.7K - $14.4K
|
31.7K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-454- 1.11% |
$19.4K - $20.4K
|
40.4K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-470- 1.11% |
$20.1K - $21.1K
|
42K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-472- 1.68% |
$20.2K - $21.2K
|
27.6K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-496- 14.36% |
$21.2K - $22.3K
|
2.96K
$138K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-700- 4.67% |
$29.9K - $31.5K
|
14.3K
$664K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-795- 0.83% |
$34K - $35.7K
|
95.5K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-965- 4.44% |
$41.2K - $43.4K
|
20.8K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.11K- 4.31% |
$47.6K - $50.1K
|
24.8K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3K- 18.27% |
$128K - $135K
|
13.4K
$625K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.09K- 55.74% |
$132K - $139K
|
2.45K
$114K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.5K- 15.16% |
$150K - $157K
|
19.6K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.81K- 16.34% |
$163K - $171K
|
19.5K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.7K- 23.08% |
$286K - $301K
|
22.3K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.5K- 8.93% |
$534K - $562K
|
127K
$5.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.4K- 98.8% |
$744K - $783K
|
212
$9.86K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.4K- 98.8% |
$744K - $783K
|
212
$9.86K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-95.5K- 30.26% |
$4.08M - $4.29M
|
220K
$10.2M
|