Latest Institutional Transactions on Frst Tr Ex Trd Viii Cboe Vest (XSEP)
This table provides information on the latest institutional transactions involving Frst Tr Ex Trd Viii Cboe Vest (XSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.18K- 11.8% |
N/A
|
8.84K
$0
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.84KNew |
N/A
|
8.84K
$0
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-400- 3.09% |
N/A
|
12.6K
$0
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.2K+ 73.91% |
N/A
|
59.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.9K+ 316.03% |
N/A
|
31.5K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.95K+ 30.2% |
N/A
|
25.6K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-29- 0.14% |
N/A
|
20.5K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-52- 6.08% |
N/A
|
803
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.9K- 69.91% |
N/A
|
1.25K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.9KNew |
N/A
|
33.9K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-290- 2.99% |
N/A
|
9.39K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-42.5K- 56.88% |
N/A
|
32.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
881+ 5.73% |
N/A
|
16.3K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.65K+ 817.22% |
N/A
|
5.22K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
987+ 14.24% |
N/A
|
7.92K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.92K+ 22.26% |
N/A
|
54.5K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-174- 0.25% |
N/A
|
68.4K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 16.52% |
N/A
|
121K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
29.5KNew |
N/A
|
29.5K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.6K- 10.11% |
N/A
|
49.8K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-8.69K- 44.01% |
N/A
|
11.1K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.24K- 16.34% |
N/A
|
11.5K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
736+ 11.69% |
N/A
|
7.03K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.33K- 2.92% |
N/A
|
77.4K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.77K- 2.28% |
N/A
|
334K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.2K+ 10.31% |
N/A
|
195K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.24K- 60.87% |
N/A
|
3.37K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.76KNew |
N/A
|
6.76K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.92K- 1.24% |
N/A
|
153K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-175- 1.95% |
N/A
|
8.82K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18KNew |
N/A
|
18K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
22.2K+ 35.11% |
N/A
|
85.3K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.53KNew |
N/A
|
5.53K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1- -0.0% |
N/A
|
21.8K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-700- 11.74% |
N/A
|
5.26K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.4K+ 161.24% |
N/A
|
10.4K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.14K+ 53.73% |
N/A
|
3.25K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-5.5K- 17.55% |
N/A
|
25.8K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-300- 1.27% |
N/A
|
23.3K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-330- 0.55% |
N/A
|
59.3K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
41.3K+ 111.15% |
N/A
|
78.4K
$0
|
|
| Q3 2024 | |||||||
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.26% |
N/A
|
13.2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.6KNew |
N/A
|
5.6K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.6KNew |
N/A
|
21.6K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.1K- 78.46% |
N/A
|
7.45K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.8K- 26.17% |
N/A
|
7.9K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
15.7KNew |
N/A
|
15.7K
$0
|
|