Latest Institutional Sells of Frst Tr Ex Trd Viii Cboe Vest (XSEP)
This list provides information on the latest institutional transactions involving Frst Tr Ex Trd Viii Cboe Vest (XSEP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-42.5K- 56.88% |
N/A
|
32.2K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-8.69K- 44.01% |
N/A
|
11.1K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.77K- 2.28% |
N/A
|
334K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.6K- 10.11% |
N/A
|
49.8K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-5.5K- 17.55% |
N/A
|
25.8K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.24K- 60.87% |
N/A
|
3.37K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.9K- 69.91% |
N/A
|
1.25K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.33K- 2.92% |
N/A
|
77.4K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.24K- 16.34% |
N/A
|
11.5K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.92K- 1.24% |
N/A
|
153K
$0
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.18K- 11.8% |
N/A
|
8.84K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-700- 11.74% |
N/A
|
5.26K
$0
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-400- 3.09% |
N/A
|
12.6K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-330- 0.55% |
N/A
|
59.3K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-300- 1.27% |
N/A
|
23.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-290- 2.99% |
N/A
|
9.39K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-175- 1.95% |
N/A
|
8.82K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-174- 0.25% |
N/A
|
68.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-52- 6.08% |
N/A
|
803
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-29- 0.14% |
N/A
|
20.5K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1- -0.0% |
N/A
|
21.8K
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.1K- 78.46% |
N/A
|
7.45K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.75K- 22.03% |
N/A
|
13.3K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.3K- 25.14% |
N/A
|
9.82K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.8K- 26.17% |
N/A
|
7.9K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.88K- 20.09% |
N/A
|
7.47K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-194- 3.09% |
N/A
|
6.08K
$0
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.26% |
N/A
|
13.2K
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.33K- 13.23% |
N/A
|
8.72K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-75- 1.1% |
N/A
|
6.77K
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-36.1K- 42.53% |
N/A
|
48.8K
$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
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 82.26% |
N/A
|
6.25K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-354K- 85.92% |
N/A
|
58.1K
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-52.6K- 71.05% |
N/A
|
21.4K
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-40.6K- 86.33% |
N/A
|
6.43K
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.4K- 20.7% |
N/A
|
47.7K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.73K- 21.74% |
N/A
|
13.4K
$0
|
|