Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
271KNew |
$12.1M - $12.6M
|
271K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.6K+ 25.36% |
$4.44M - $4.63M
|
493K
$23.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
84.8KNew |
$3.78M - $3.94M
|
84.8K
$3.99M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
60.4KNew |
$2.69M - $2.81M
|
60.4K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
37.6K+ 55.88% |
$1.67M - $1.74M
|
105K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
28.7KNew |
$1.28M - $1.33M
|
28.7K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.8K+ 18.21% |
$1.15M - $1.2M
|
168K
$7.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.8KNew |
$1.06M - $1.11M
|
23.8K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.9K+ 149.38% |
$978K - $1.02M
|
36.6K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.1K+ 8.28% |
$940K - $979K
|
276K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20KNew |
$894K - $931K
|
20K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
19.9KNew |
$889K - $926K
|
19.9K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
15.5KNew |
$691K - $720K
|
15.5K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.2KNew |
$677K - $706K
|
15.2K
$715K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 19.46% |
$509K - $530K
|
70.1K
$3.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.7KNew |
$476K - $496K
|
10.7K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.64KNew |
$430K - $448K
|
9.64K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8.94KNew |
$398K - $415K
|
8.94K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.89KNew |
$396K - $413K
|
8.89K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
8.59KNew |
$383K - $399K
|
8.59K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.11K+ 87.27% |
$317K - $330K
|
15.3K
$718K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.91K+ 50.94% |
$308K - $321K
|
20.5K
$963K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.46KNew |
$288K - $300K
|
6.46K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.63K+ 6.03% |
$251K - $262K
|
99K
$4.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.39KNew |
$240K - $250K
|
5.39K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.04KNew |
$225K - $234K
|
5.04K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.82K+ 5.04% |
$215K - $224K
|
100K
$4.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.76K+ 75.22% |
$212K - $221K
|
11.1K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.76KNew |
$212K - $221K
|
4.76K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.72KNew |
$210K - $219K
|
4.72K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.69K+ 65.23% |
$209K - $218K
|
11.9K
$558K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.6KNew |
$205K - $214K
|
4.6K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.59KNew |
$205K - $213K
|
4.59K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.24K+ 14.37% |
$189K - $197K
|
33.8K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.2K+ 7.47% |
$187K - $195K
|
60.5K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 40.37% |
$185K - $193K
|
14.5K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.28K+ 24.26% |
$146K - $152K
|
16.8K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.83K+ 4.96% |
$126K - $131K
|
59.9K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.56K+ 44.99% |
$114K - $119K
|
8.23K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.42K+ 33.25% |
$108K - $112K
|
9.68K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.27K+ 15.33% |
$101K - $106K
|
17.1K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.16K+ 200.09% |
$96.2K - $100K
|
3.24K
$152K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.04K+ 26.63% |
$90.8K - $94.6K
|
9.69K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.96K+ 33.86% |
$87.3K - $90.9K
|
7.74K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.61K+ 0.73% |
$71.6K - $74.6K
|
222K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43K+ 14.13% |
$63.9K - $66.5K
|
11.6K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
957+ 9.53% |
$42.7K - $44.4K
|
11K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
843New |
$37.6K - $39.1K
|
843
$39.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
750+ 5.01% |
$33.4K - $34.8K
|
15.7K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
724+ 2.22% |
$32.3K - $33.6K
|
33.3K
$1.57M
|