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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 76.08% |
$100K - $105K
|
6.04K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.51KNew |
$135K - $140K
|
3.51K
$144K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 241.58% |
$530K - $552K
|
19.5K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-604- 0.68% |
$23.2K - $24.2K
|
88K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.11K- 6.41% |
$81.2K - $84.6K
|
30.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
925New |
$35.6K - $37K
|
925
$37.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 86.86% |
$476K - $496K
|
1.87K
$76.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.4K+ 283.48% |
$1.63M - $1.7M
|
57.4K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.71K- 29.36% |
$335K - $349K
|
20.9K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-18- 0.02% |
$692 - $721
|
76.5K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.1K+ 16.74% |
$890K - $927K
|
161K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.5K+ 97.6% |
$1.98M - $2.06M
|
104K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
18.5K+ 135.75% |
$710K - $739K
|
32.1K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.51K+ 15.92% |
$327K - $341K
|
62K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.23KNew |
$201K - $209K
|
5.23K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.01KNew |
$308K - $321K
|
8.01K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-940- 11.9% |
$36.1K - $37.6K
|
6.96K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
990+ 8.17% |
$38.1K - $39.6K
|
13.1K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
2.12K+ 30.27% |
$81.6K - $85K
|
9.13K
$374K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24K+ 2.31% |
$47.7K - $49.7K
|
54.9K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 15.18% |
$5.5K - $5.73K
|
1.09K
$44.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
118+ 0.48% |
$4.54K - $4.73K
|
24.8K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.4K+ 26.91% |
$1.4M - $1.46M
|
172K
$7.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
56.3KNew |
$2.16M - $2.25M
|
56.3K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.1K+ 40.15% |
$390K - $406K
|
35.4K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.4K+ 16.47% |
$53.9K - $56.2K
|
9.92K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
63.1KNew |
$2.43M - $2.53M
|
63.1K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.89K+ 61.79% |
$227K - $236K
|
15.4K
$632K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
400New |
$15.4K - $16K
|
400
$16.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
55New |
$2.11K - $2.2K
|
55
$2.25K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 6.24% |
$98K - $102K
|
43.4K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.6KNew |
$561K - $585K
|
14.6K
$598K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.6K+ 9.35% |
$100K - $104K
|
30.4K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
15KNew |
$579K - $603K
|
15K
$617K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15KNew |
$579K - $603K
|
15K
$617K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.09K- 23.83% |
$41.9K - $43.7K
|
3.49K
$143K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
172KNew |
$6.61M - $6.88M
|
172K
$7.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
136New |
$5.23K - $5.45K
|
136
$5.57K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
9.22K+ 79.17% |
$354K - $369K
|
20.9K
$855K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.07K+ 9.22% |
$195K - $203K
|
60.1K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.5K+ 242.81% |
$905K - $942K
|
33.2K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.43K+ 29.44% |
$170K - $178K
|
19.5K
$799K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-330- 2.72% |
$12.7K - $13.2K
|
11.8K
$484K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200- 1.5% |
$7.69K - $8.01K
|
13.1K
$539K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.03K- 5.68% |
$39.5K - $41.2K
|
17.1K
$700K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
20New |
$769 - $801
|
20
$820
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.56K- 5.35% |
$59.8K - $62.3K
|
27.5K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
231+ 76.24% |
$8.88K - $9.25K
|
534
$21.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$38.5 - $40.1
|
5.05K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40.2K+ 221.38% |
$1.55M - $1.61M
|
58.4K
$2.39M
|