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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 55.13% |
$39.9K - $42.8K
|
3.84K
$157K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
810New |
$23.7K - $25.4K
|
810
$33.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.88K+ 20.53% |
$84.4K - $90.5K
|
16.9K
$694K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
300+ 1.42% |
$8.78K - $9.41K
|
21.4K
$877K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.33K- 1.39% |
$68.1K - $73.1K
|
165K
$6.75M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
980New |
$28.7K - $30.8K
|
980
$40.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
111New |
$3.25K - $3.48K
|
111
$4.55K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.6K- 94.08% |
$723K - $776K
|
1.55K
$63.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.14K- 37.08% |
$121K - $130K
|
7.02K
$288K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-265- 14.64% |
$7.78K - $8.35K
|
1.55K
$63.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
9.9KNew |
$291K - $312K
|
9.9K
$406K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3KClosed |
$90.4K - $98.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.2KNew |
$459K - $501K
|
15.2K
$625K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.53KNew |
$227K - $247K
|
7.53K
$309K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-28.9KClosed |
$869K - $949K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
15.2KNew |
$459K - $501K
|
15.2K
$625K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.15K - $3.32K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 13.6% |
$46.7K - $49.1K
|
9.4K
$385K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
89New |
$2.81K - $2.95K
|
89
$3.65K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
15.6KNew |
$498K - $516K
|
15.6K
$639K
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-995- 16.66% |
$31.9K - $32.3K
|
4.98K
$204K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-50.8KClosed |
$1.63M - $1.65M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
301KNew |
$9.56M - $9.7M
|
301K
$12.3M
|
|