Latest Institutional Transactions on First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (DSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
310+ 11.84% |
$11.6K - $13.1K
|
2.93K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
128+ 11.48% |
$4.79K - $5.43K
|
1.24K
$54.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.84K- 6.8% |
$69K - $78.2K
|
25.3K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.45K- 50.19% |
$316K - $358K
|
8.39K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.9K- 54.33% |
$407K - $462K
|
9.15K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.94K+ 16.93% |
$72.5K - $82.1K
|
13.4K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
466+ 8.36% |
$17.4K - $19.8K
|
6.04K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-710- 0.58% |
$26.6K - $30.1K
|
121K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.4K+ 8.66% |
$462K - $524K
|
155K
$6.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.69K- 7.4% |
$325K - $369K
|
109K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-84- 0.3% |
$3.14K - $3.56K
|
27.8K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-209- 4.15% |
$7.82K - $8.86K
|
4.83K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.9KNew |
$483K - $547K
|
12.9K
$562K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2- 0.04% |
$74.8 - $84.8
|
5.11K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
482New |
$18K - $20.4K
|
482
$21K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-236- 1.01% |
$8.83K - $10K
|
23.1K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.64K+ 10.22% |
$174K - $197K
|
50K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
8.73K+ 17.16% |
$326K - $370K
|
59.6K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 31.58% |
$5.61K - $6.36K
|
325
$14.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-700- 53.85% |
$26.2K - $29.7K
|
600
$26.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.73K- 13.46% |
$177K - $200K
|
30.4K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.54K- 3.76% |
$132K - $150K
|
90.6K
$3.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
185+ 4.3% |
$6.92K - $7.84K
|
4.49K
$195K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.75K- 15.01% |
$140K - $159K
|
21.2K
$925K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-863- 0.92% |
$32.3K - $36.6K
|
93.2K
$4.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.7K- 75.36% |
$589K - $668K
|
5.15K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 24.89% |
$778K - $882K
|
104K
$4.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.03K+ 8.4% |
$113K - $128K
|
39.1K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-24- 0.12% |
$898 - $1.02K
|
19.2K
$838K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.57K- 5.84% |
$58.7K - $66.5K
|
25.3K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-838- 7.71% |
$31.3K - $35.5K
|
10K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-134- 0.82% |
$5.01K - $5.68K
|
16.1K
$703K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.79KNew |
$216K - $245K
|
5.79K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
875+ 0.5% |
$32.7K - $37.1K
|
177K
$7.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.06% |
$37.4 - $42.4
|
1.65K
$71.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.3K- 9.82% |
$161K - $182K
|
39.4K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.79K+ 15.98% |
$329K - $373K
|
63.8K
$2.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-479- 2.85% |
$17.9K - $20.3K
|
16.3K
$711K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.38K- 18.26% |
$89.1K - $101K
|
10.7K
$464K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 0.8% |
$7.48K - $8.48K
|
24.9K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.7KNew |
$440K - $498K
|
11.7K
$512K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-772- 2.06% |
$28.9K - $32.7K
|
36.7K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-197- 0.22% |
$7.37K - $8.35K
|
91.1K
$3.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 62.07% |
$57.6K - $65.3K
|
941
$41K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.69K- 24.02% |
$175K - $199K
|
14.8K
$646K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-167- 0.1% |
$6.25K - $7.08K
|
169K
$7.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-83.8K- 23.64% |
$3.13M - $3.55M
|
271K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-250- 3.28% |
$9.35K - $10.6K
|
7.38K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-37.6K- 84.3% |
$1.41M - $1.6M
|
7.01K
$305K
|