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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.2K- 63.26% |
N/A
|
9.39K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.08K+ 14.58% |
N/A
|
16.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-36.1K- 42.53% |
N/A
|
48.8K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.8K- 63.02% |
N/A
|
1.06K
$0
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
420+ 4.53% |
N/A
|
9.68K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 21.13% |
N/A
|
5.6K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-500- 0.45% |
N/A
|
111K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.69K- 23.0% |
N/A
|
8.99K
$0
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.39K+ 110.53% |
N/A
|
4.56K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
7.32KNew |
N/A
|
7.32K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.15KNew |
N/A
|
6.15K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.2KNew |
N/A
|
6.2K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.32K+ 196.27% |
N/A
|
1.99K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
4.5K+ 28.16% |
N/A
|
20.5K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.27K+ 191.21% |
N/A
|
6.5K
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 427.05% |
N/A
|
1.48K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
600+ 4.79% |
N/A
|
13.1K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 82.26% |
N/A
|
6.25K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.73K+ 60.89% |
N/A
|
4.56K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-354K- 85.92% |
N/A
|
58.1K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
40New |
N/A
|
40
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-52.6K- 71.05% |
N/A
|
21.4K
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.4K- 20.7% |
N/A
|
47.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40New |
N/A
|
40
$0
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-40.6K- 86.33% |
N/A
|
6.43K
$0
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
295New |
N/A
|
295
$0
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
60.9KNew |
N/A
|
60.9K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.73K- 21.74% |
N/A
|
13.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
365New |
N/A
|
365
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
6K+ 21.59% |
N/A
|
33.8K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
826New |
N/A
|
826
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
180New |
N/A
|
180
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13.5KNew |
N/A
|
13.5K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
50New |
N/A
|
50
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
182KNew |
N/A
|
182K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
9.12KNew |
N/A
|
9.12K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.55KNew |
N/A
|
7.55K
$0
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
8.6KNew |
N/A
|
8.6K
$0
|
|