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 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7.5KNew |
$318K - $332K
|
7.5K
$332K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
88+ 0.88% |
$3.73K - $3.89K
|
10.1K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.98K- 9.95% |
$253K - $264K
|
54.1K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.1KNew |
$427K - $446K
|
10.1K
$447K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.2KNew |
$1.49M - $1.56M
|
35.2K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-252- 1.92% |
$10.7K - $11.1K
|
12.8K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-2.85K- 30.02% |
$121K - $126K
|
6.65K
$294K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
97.3K+ 57.49% |
$4.12M - $4.3M
|
267K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-84- 0.52% |
$3.56K - $3.71K
|
16.1K
$710K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 0.64% |
$339 - $354
|
1.24K
$54.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 17.44% |
$771K - $805K
|
123K
$5.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-260- 13.33% |
$11K - $11.5K
|
1.69K
$74.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-7.09K- 11.11% |
$300K - $313K
|
56.7K
$2.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.8K- 53.33% |
$373K - $389K
|
7.7K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
31.1K+ 34.11% |
$1.32M - $1.37M
|
122K
$5.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
16.3K+ 41.7% |
$690K - $720K
|
55.4K
$2.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.6KNew |
$702K - $732K
|
16.6K
$733K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.12K- 41.11% |
$175K - $182K
|
5.91K
$261K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.82KNew |
$373K - $390K
|
8.82K
$390K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-21.4K- 55.15% |
$906K - $946K
|
17.4K
$770K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.59K- 42.84% |
$152K - $159K
|
4.79K
$212K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6.73K+ 21.62% |
$285K - $297K
|
37.8K
$1.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
14KNew |
$591K - $617K
|
14K
$618K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.07K+ 13.03% |
$87.7K - $91.5K
|
18K
$795K
|
|
| Q2 2025 | |||||||
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23+ 0.15% |
$860 - $975
|
15.2K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
310+ 11.84% |
$11.6K - $13.1K
|
2.93K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.84K- 6.8% |
$69K - $78.2K
|
25.3K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
482New |
$18K - $20.4K
|
482
$21.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-209- 4.15% |
$7.82K - $8.86K
|
4.83K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-236- 1.01% |
$8.83K - $10K
|
23.1K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-700- 53.85% |
$26.2K - $29.7K
|
600
$26.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.7K- 75.36% |
$589K - $668K
|
5.15K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.06% |
$37.4 - $42.4
|
1.65K
$73K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.38K- 18.26% |
$89.1K - $101K
|
10.7K
$472K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 0.8% |
$7.48K - $8.48K
|
24.9K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-63- 0.1% |
$2.36K - $2.67K
|
61.4K
$2.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.25K+ 35.17% |
$122K - $138K
|
12.5K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-66.4K- 20.58% |
$2.49M - $2.82M
|
256K
$11.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-875- 6.94% |
$32.7K - $37.1K
|
11.7K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.75K- 6.64% |
$103K - $117K
|
38.7K
$1.71M
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8- 0.53% |
$315 - $332
|
1.5K
$66.3K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-276- 4.91% |
$10.9K - $11.5K
|
5.34K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-997- 61.43% |
$39.2K - $41.4K
|
626
$27.7K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-660- 5.59% |
$26K - $27.4K
|
11.1K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
356+ 1.48% |
$14K - $14.8K
|
24.5K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-583- 9.54% |
$22.9K - $24.2K
|
5.53K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.96KNew |
$77.1K - $81.4K
|
1.96K
$86.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.67KNew |
$223K - $235K
|
5.67K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15KNew |
$592K - $625K
|
15K
$666K
|
|