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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
7.85KNew |
$302K - $315K
|
7.85K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.09K- 31.71% |
$41.9K - $43.7K
|
2.35K
$96.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
401+ 13.24% |
$15.4K - $16.1K
|
3.43K
$141K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
31.7KNew |
$1.22M - $1.27M
|
31.7K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-29- 0.33% |
$1.12K - $1.16K
|
8.85K
$363K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
23K+ 29.7% |
$883K - $919K
|
100K
$4.11M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-35- 0.22% |
$1.35K - $1.4K
|
15.6K
$638K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-9.86K- 24.77% |
$379K - $395K
|
30K
$1.23M
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.9KNew |
$258K - $270K
|
6.9K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.41K- 41.74% |
$240K - $251K
|
8.94K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16KNew |
$43.5K - $45.4K
|
1.16K
$47.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 35.33% |
$75.4K - $78.8K
|
7.72K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.95K- 16.1% |
$73K - $76.3K
|
10.2K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-213- 20.86% |
$7.97K - $8.33K
|
808
$33.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-120- 1.99% |
$4.49K - $4.69K
|
5.9K
$242K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-462- 1.63% |
$17.3K - $18.1K
|
27.8K
$1.14M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.2K- 17.57% |
$44.9K - $46.9K
|
5.63K
$231K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.9KNew |
$357K - $378K
|
9.9K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 22.02% |
$75K - $79.4K
|
7.36K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
171+ 0.34% |
$6.17K - $6.53K
|
50.1K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.02KNew |
$217K - $230K
|
6.02K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-800- 38.1% |
$28.9K - $30.6K
|
1.3K
$53.3K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 0.77% |
$5.41K - $5.73K
|
19.3K
$793K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99New |
$3.57K - $3.78K
|
99
$4.06K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-12.8K- 52.68% |
$461K - $488K
|
11.5K
$471K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$54.3K - $59.5K
|
1.63K
$66.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.98KNew |
$199K - $218K
|
5.98K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.59KNew |
$186K - $204K
|
5.59K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.95K- 50.34% |
$232K - $254K
|
6.86K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.62KNew |
$187K - $205K
|
5.62K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
67.7KNew |
$2.26M - $2.47M
|
67.7K
$2.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-650- 10.57% |
$21.7K - $23.7K
|
5.5K
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.3KNew |
$342K - $374K
|
10.3K
$421K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.4KNew |
$814K - $891K
|
24.4K
$1M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
894New |
$29.8K - $32.6K
|
894
$36.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.2K- 16.24% |
$109K - $113K
|
16.5K
$676K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 82.44% |
$34K - $35.2K
|
213
$8.73K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
137+ 0.15% |
$4.65K - $4.82K
|
92.4K
$3.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7.73KNew |
$263K - $272K
|
7.73K
$317K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$373K - $386K
|
11K
$450K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 15.97% |
$1.29K - $1.34K
|
200
$8.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
277+ 40.26% |
$9.41K - $9.75K
|
965
$39.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45.8KNew |
$1.46M - $1.57M
|
45.8K
$1.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.65KNew |
$212K - $227K
|
6.65K
$273K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-700- 8.87% |
$21.3K - $22.5K
|
7.19K
$295K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
101+ 0.32% |
$3.07K - $3.25K
|
31.8K
$1.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.46M- 99.12% |
$44.4M - $47.1M
|
12.9K
$530K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 39.13% |
$71.7K - $76.9K
|
8.71K
$357K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
23.5K+ 15.65% |
$687K - $737K
|
174K
$7.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20.3K+ 100.0% |
$594K - $637K
|
40.6K
$1.67M
|
|