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 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
553+ 9.01% |
$24.6K - $25.7K
|
6.69K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
441+ 1.09% |
$19.7K - $20.5K
|
40.8K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
300+ 3.04% |
$13.4K - $13.9K
|
10.2K
$473K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
248+ 1.74% |
$11.1K - $11.5K
|
14.5K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
198+ 2.21% |
$8.82K - $9.19K
|
9.16K
$426K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
135+ 1.63% |
$6.02K - $6.27K
|
8.42K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
113+ 0.58% |
$5.04K - $5.25K
|
19.6K
$912K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 4.32% |
$4.72K - $4.92K
|
2.56K
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 0.97% |
$3.83K - $3.99K
|
8.92K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
54New |
$2.41K - $2.51K
|
54
$2.51K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19- 0.38% |
$847 - $882
|
4.95K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-33- 0.24% |
$1.47K - $1.53K
|
13.6K
$631K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47- 22.17% |
$2.09K - $2.18K
|
165
$7.68K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-66- 0.2% |
$2.94K - $3.06K
|
32.5K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-115- 1.59% |
$5.13K - $5.34K
|
7.1K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-116- 0.56% |
$5.17K - $5.39K
|
20.6K
$960K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-137- 0.25% |
$6.11K - $6.36K
|
54.6K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-139- 2.83% |
$6.2K - $6.45K
|
4.78K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-219- 2.36% |
$9.76K - $10.2K
|
9.07K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-430- 1.21% |
$19.2K - $20K
|
35.3K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-511- 0.48% |
$22.8K - $23.7K
|
107K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-560- 54.05% |
$25K - $26K
|
476
$22.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-582- 3.33% |
$25.9K - $27K
|
16.9K
$786K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-635- 9.19% |
$28.3K - $29.5K
|
6.28K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-750- 4.79% |
$33.4K - $34.8K
|
14.9K
$693K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-900- 9.28% |
$40.1K - $41.8K
|
8.8K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 10.75% |
$44.6K - $46.4K
|
8.3K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.01K- 4.53% |
$45.1K - $47K
|
21.3K
$992K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 10.03% |
$53.6K - $55.8K
|
10.8K
$502K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.47K- 3.39% |
$65.4K - $68.2K
|
41.8K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.73K- 4.11% |
$77K - $80.2K
|
40.3K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.75K- 7.28% |
$78K - $81.3K
|
22.3K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.33K- 10.58% |
$104K - $108K
|
19.7K
$916K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.41K- 12.1% |
$107K - $112K
|
17.5K
$814K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.95K- 99.73% |
$132K - $137K
|
8
$372
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.35K- 14.72% |
$149K - $156K
|
19.4K
$903K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.43K- 2.91% |
$153K - $159K
|
114K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 77.62% |
$198K - $207K
|
1.28K
$59.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.11K- 7.13% |
$228K - $237K
|
66.5K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-5.67K- 4.73% |
$253K - $263K
|
114K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.89K- 58.73% |
$352K - $366K
|
5.54K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.53K- 25.59% |
$380K - $396K
|
24.8K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.73K- 3.02% |
$434K - $452K
|
313K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 62.72% |
$547K - $570K
|
7.3K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 23.85% |
$590K - $614K
|
42.2K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 67.98% |
$608K - $633K
|
6.42K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-21.9K- 59.9% |
$978K - $1.02M
|
14.7K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-38K- 22.39% |
$1.69M - $1.76M
|
132K
$6.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 27.25% |
$5.44M - $5.67M
|
326K
$15.2M
|