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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-36.1K- 42.53% |
N/A
|
48.8K
$0
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.9K- 56.55% |
N/A
|
18.4K
$0
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.2K- 63.26% |
N/A
|
9.39K
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15K- 2.55% |
N/A
|
572K
$0
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.5K- 9.91% |
N/A
|
132K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.1K- 6.3% |
N/A
|
209K
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 37.23% |
N/A
|
19.2K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.97K- 11.0% |
N/A
|
64.4K
$0
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-7.41K- 54.09% |
N/A
|
6.28K
$0
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.72K- 22.3% |
N/A
|
16.4K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.69K- 94.16% |
N/A
|
291
$0
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.67K- 10.15% |
N/A
|
41.3K
$0
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.35K- 38.85% |
N/A
|
6.84K
$0
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.31K- 3.35% |
N/A
|
95.4K
$0
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.69K- 23.0% |
N/A
|
8.99K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.8K- 63.02% |
N/A
|
1.06K
$0
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 21.13% |
N/A
|
5.6K
$0
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-721- 2.82% |
N/A
|
24.8K
$0
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-619- 1.01% |
N/A
|
60.5K
$0
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-500- 0.45% |
N/A
|
111K
$0
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 2.71% |
N/A
|
18K
$0
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-448- 5.86% |
N/A
|
7.19K
$0
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-32- 0.55% |
N/A
|
5.76K
$0
|
|
Q4 2023 | |||||||
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-44K- 46.48% |
N/A
|
50.7K
$0
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.93K- 16.08% |
N/A
|
10.1K
$0
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-600- 5.22% |
N/A
|
10.9K
$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
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-757- 0.46% |
N/A
|
164K
$0
|