Purchases and Sales Made in Q1 2025 in First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DSEP) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
41.4KNew |
$1.63M - $1.72M
|
41.4K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28K+ 31.29% |
$1.1M - $1.16M
|
117K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.3KNew |
$916K - $967K
|
23.3K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22.2KNew |
$872K - $920K
|
22.2K
$917K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20.7K+ 134.69% |
$814K - $859K
|
36.1K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20KNew |
$788K - $832K
|
20K
$829K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
16.7K+ 43.56% |
$656K - $693K
|
55K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15KNew |
$592K - $625K
|
15K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$450K - $475K
|
11.4K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$400K - $422K
|
10.2K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.28K+ 7.15% |
$247K - $261K
|
94.1K
$3.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.67KNew |
$223K - $235K
|
5.67K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.48K+ 25.34% |
$216K - $228K
|
27.1K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.23K+ 9.08% |
$167K - $176K
|
50.9K
$2.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.25K+ 108366.67% |
$128K - $135K
|
3.25K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.06K+ 39.31% |
$121K - $127K
|
10.9K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.52K+ 2655.79% |
$99.2K - $105K
|
2.62K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.96KNew |
$77.1K - $81.4K
|
1.96K
$81K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.95K+ 83.11% |
$76.8K - $81.1K
|
4.3K
$178K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 157.1% |
$59.6K - $62.9K
|
2.48K
$103K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
995+ 6.28% |
$39.1K - $41.3K
|
16.8K
$696K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
714New |
$28.1K - $29.6K
|
714
$29.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
518+ 5.01% |
$20.4K - $21.5K
|
10.9K
$449K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
356+ 1.48% |
$14K - $14.8K
|
24.5K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
211+ 4.37% |
$8.3K - $8.76K
|
5.04K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
200+ 2.21% |
$7.87K - $8.3K
|
9.24K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.09% |
$39.3 - $41.5
|
1.12K
$46.1K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-51- 0.99% |
$2.01K - $2.12K
|
5.11K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-60- 0.22% |
$2.36K - $2.49K
|
26.6K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-127- 7.14% |
$4.99K - $5.27K
|
1.65K
$68.3K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-200- 1.3% |
$7.87K - $8.3K
|
15.2K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-276- 4.91% |
$10.9K - $11.5K
|
5.34K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-450- 48.65% |
$17.7K - $18.7K
|
475
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-463- 0.55% |
$18.2K - $19.2K
|
83.6K
$3.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-466- 7.71% |
$18.3K - $19.3K
|
5.58K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-510- 20.73% |
$20.1K - $21.2K
|
1.95K
$80.6K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-530- 7.89% |
$20.8K - $22K
|
6.19K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-569- 2.08% |
$22.4K - $23.6K
|
26.8K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-570- 4.17% |
$22.4K - $23.7K
|
13.1K
$542K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-583- 9.54% |
$22.9K - $24.2K
|
5.53K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-660- 5.59% |
$26K - $27.4K
|
11.1K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-696- 97.48% |
$27.4K - $28.9K
|
18
$744
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-757- 5.9% |
$29.8K - $31.4K
|
12.1K
$499K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-978- 3.05% |
$38.5K - $40.6K
|
31.1K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-997- 61.43% |
$39.2K - $41.4K
|
626
$25.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.24K- 0.73% |
$48.8K - $51.5K
|
169K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.3K- 2.07% |
$51.1K - $54K
|
61.4K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.34K- 5.09% |
$52.9K - $55.8K
|
25.1K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.4K- 5.31% |
$55.1K - $58.1K
|
25K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.52K- 3.3% |
$59.9K - $63.3K
|
44.6K
$1.85M
|