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 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-696- 97.48% |
$27.4K - $28.9K
|
18
$797
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.44KNew |
$177K - $182K
|
4.44K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$217K - $224K
|
5.45K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.96KNew |
$197K - $204K
|
4.96K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.05KNew |
$81.4K - $84K
|
2.05K
$90.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.51K- 4.45% |
$99.7K - $103K
|
53.8K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$19.9K - $20.5K
|
500
$22.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.97KNew |
$357K - $368K
|
8.97K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.34KNew |
$212K - $219K
|
5.34K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.55K- 13.49% |
$61.6K - $63.6K
|
9.93K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
11.1KNew |
$441K - $455K
|
11.1K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.51KNew |
$99.8K - $103K
|
2.51K
$111K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
409+ 300.74% |
$16.3K - $16.8K
|
545
$24.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
355+ 1775.0% |
$14.1K - $14.6K
|
375
$16.6K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
55New |
$2.11K - $2.2K
|
55
$2.43K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
15KNew |
$579K - $603K
|
15K
$666K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.43K+ 29.44% |
$170K - $178K
|
19.5K
$862K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.5K+ 242.81% |
$905K - $942K
|
33.2K
$1.47M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-120- 1.99% |
$4.49K - $4.69K
|
5.9K
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-462- 1.63% |
$17.3K - $18.1K
|
27.8K
$1.23M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.9KNew |
$357K - $378K
|
9.9K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
171+ 0.34% |
$6.17K - $6.53K
|
50.1K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.02KNew |
$217K - $230K
|
6.02K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 22.02% |
$75K - $79.4K
|
7.36K
$326K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 0.77% |
$5.41K - $5.73K
|
19.3K
$856K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.98KNew |
$199K - $218K
|
5.98K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$54.3K - $59.5K
|
1.63K
$72.1K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.59KNew |
$186K - $204K
|
5.59K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.62KNew |
$187K - $205K
|
5.62K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-650- 10.57% |
$21.7K - $23.7K
|
5.5K
$243K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.3KNew |
$342K - $374K
|
10.3K
$454K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.4KNew |
$814K - $891K
|
24.4K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
894New |
$29.8K - $32.6K
|
894
$39.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 82.44% |
$34K - $35.2K
|
213
$9.43K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7.73KNew |
$263K - $272K
|
7.73K
$342K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$373K - $386K
|
11K
$486K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 15.97% |
$1.29K - $1.34K
|
200
$8.85K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45.8KNew |
$1.46M - $1.57M
|
45.8K
$2.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.65KNew |
$212K - $227K
|
6.65K
$294K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-700- 8.87% |
$21.3K - $22.5K
|
7.19K
$318K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.46M- 99.12% |
$44.4M - $47.1M
|
12.9K
$572K
|
|
| 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
$386K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
23.5K+ 15.65% |
$687K - $737K
|
174K
$7.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20.3K+ 100.0% |
$594K - $637K
|
40.6K
$1.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 55.13% |
$39.9K - $42.8K
|
3.84K
$170K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.88K+ 20.53% |
$84.4K - $90.5K
|
16.9K
$749K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
300+ 1.42% |
$8.78K - $9.41K
|
21.4K
$947K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
810New |
$23.7K - $25.4K
|
810
$35.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.33K- 1.39% |
$68.1K - $73.1K
|
165K
$7.29M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
980New |
$28.7K - $30.8K
|
980
$43.4K
|
|