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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-127- 7.14% |
$4.99K - $5.27K
|
1.65K
$69.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.79K- 4.76% |
$346K - $365K
|
176K
$7.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-570- 4.17% |
$22.4K - $23.7K
|
13.1K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.23K+ 9.08% |
$167K - $176K
|
50.9K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.67KNew |
$223K - $235K
|
5.67K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15KNew |
$592K - $625K
|
15K
$637K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.34K- 5.09% |
$52.9K - $55.8K
|
25.1K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
518+ 5.01% |
$20.4K - $21.5K
|
10.9K
$460K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.94K- 9.02% |
$76.1K - $80.4K
|
19.5K
$827K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-466- 7.71% |
$18.3K - $19.3K
|
5.58K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.42K- 17.36% |
$134K - $142K
|
16.3K
$689K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.95K+ 83.11% |
$76.8K - $81.1K
|
4.3K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.92K- 15.34% |
$312K - $329K
|
43.7K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
16.7K+ 43.56% |
$656K - $693K
|
55K
$2.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-510- 20.73% |
$20.1K - $21.2K
|
1.95K
$82.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.24K- 0.73% |
$48.8K - $51.5K
|
169K
$7.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-696- 97.48% |
$27.4K - $28.9K
|
18
$762
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.08K+ 2.63% |
$123K - $127K
|
121K
$5.1M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.14% |
$398 - $410
|
6.89K
$292K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.44KNew |
$177K - $182K
|
4.44K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.16KNew |
$205K - $212K
|
5.16K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
27.8KNew |
$1.11M - $1.14M
|
27.8K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$217K - $224K
|
5.45K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.96KNew |
$197K - $204K
|
4.96K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.05KNew |
$81.4K - $84K
|
2.05K
$86.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.51K- 4.45% |
$99.7K - $103K
|
53.8K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$19.9K - $20.5K
|
500
$21.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
26.9K+ 162.81% |
$1.07M - $1.1M
|
43.4K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.97KNew |
$357K - $368K
|
8.97K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.34KNew |
$212K - $219K
|
5.34K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04K+ 5.76% |
$81.2K - $83.7K
|
37.4K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 36.79% |
$100K - $104K
|
9.38K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.55K- 13.49% |
$61.6K - $63.6K
|
9.93K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
94.1KNew |
$3.74M - $3.86M
|
94.1K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
11.1KNew |
$441K - $455K
|
11.1K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-227- 2.89% |
$9.03K - $9.32K
|
7.63K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.51KNew |
$99.8K - $103K
|
2.51K
$106K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 0.76% |
$3.98K - $4.1K
|
13K
$552K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-275- 1.61% |
$10.9K - $11.3K
|
16.8K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.26K+ 4.81% |
$130K - $134K
|
71K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
409+ 300.74% |
$16.3K - $16.8K
|
545
$23.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
355+ 1775.0% |
$14.1K - $14.6K
|
375
$15.9K
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
400New |
$15.4K - $16K
|
400
$16.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.89K+ 61.79% |
$227K - $236K
|
15.4K
$653K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
55New |
$2.11K - $2.2K
|
55
$2.33K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
15KNew |
$579K - $603K
|
15K
$637K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.43K+ 29.44% |
$170K - $178K
|
19.5K
$825K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.5K+ 242.81% |
$905K - $942K
|
33.2K
$1.41M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16KNew |
$43.5K - $45.4K
|
1.16K
$49.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-120- 1.99% |
$4.49K - $4.69K
|
5.9K
$250K
|
|