Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
31.1K+ 34.11% |
$1.32M - $1.37M
|
122K
$5.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 17.44% |
$771K - $805K
|
123K
$5.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.6KNew |
$702K - $732K
|
16.6K
$730K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
16.3K+ 41.7% |
$690K - $720K
|
55.4K
$2.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
14KNew |
$591K - $617K
|
14K
$616K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.82KNew |
$373K - $390K
|
8.82K
$389K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6.73K+ 21.62% |
$285K - $297K
|
37.8K
$1.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.07K+ 13.03% |
$87.7K - $91.5K
|
18K
$792K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 0.64% |
$339 - $354
|
1.24K
$54.4K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-23- 0.15% |
$974 - $1.02K
|
15.2K
$670K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-84- 0.52% |
$3.56K - $3.71K
|
16.1K
$708K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-252- 1.92% |
$10.7K - $11.1K
|
12.8K
$566K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-260- 13.33% |
$11K - $11.5K
|
1.69K
$74.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.59K- 42.84% |
$152K - $159K
|
4.79K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.12K- 41.11% |
$175K - $182K
|
5.91K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-7.09K- 11.11% |
$300K - $313K
|
56.7K
$2.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.8K- 53.33% |
$373K - $389K
|
7.7K
$339K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-21.4K- 55.15% |
$906K - $946K
|
17.4K
$767K
|