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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.91K- 4.03% |
$75K - $79.1K
|
45.4K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.94K- 9.02% |
$76.1K - $80.4K
|
19.5K
$807K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.31K- 3.07% |
$90.9K - $96K
|
73.1K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.47K- 6.56% |
$96.9K - $102K
|
35.1K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.77K- 64.87% |
$109K - $115K
|
1.5K
$62K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.42K- 17.36% |
$134K - $142K
|
16.3K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.43KClosed |
$135K - $142K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.76K- 16.98% |
$148K - $156K
|
18.4K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-3.8K- 16.49% |
$150K - $158K
|
19.3K
$796K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.6K- 5.78% |
$220K - $233K
|
91.3K
$3.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.78K- 39.95% |
$306K - $323K
|
11.7K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.92K- 15.34% |
$312K - $329K
|
43.7K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.43K- 6.45% |
$331K - $350K
|
122K
$5.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.79K- 4.76% |
$346K - $365K
|
176K
$7.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.7K- 16.2% |
$461K - $487K
|
60.6K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.8K- 15.8% |
$1.05M - $1.11M
|
143K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-33.7K- 8.68% |
$1.33M - $1.4M
|
355K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.2K- 62.73% |
$1.38M - $1.46M
|
20.9K
$864K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-47.9K- 12.93% |
$1.88M - $1.99M
|
323K
$13.3M
|