Latest Institutional Purchases of First Tr ETF Viii Cboe Vest Us (DSEP)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (DSEP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.25K+ 35.17% |
$122K - $138K
|
12.5K
$529K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.3KNew |
$916K - $967K
|
23.3K
$987K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20.7K+ 134.69% |
$814K - $859K
|
36.1K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20KNew |
$788K - $832K
|
20K
$849K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
16.7K+ 43.56% |
$656K - $693K
|
55K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15KNew |
$592K - $625K
|
15K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$450K - $475K
|
11.4K
$485K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.28K+ 7.15% |
$247K - $261K
|
94.1K
$3.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.67KNew |
$223K - $235K
|
5.67K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.48K+ 25.34% |
$216K - $228K
|
27.1K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.23K+ 9.08% |
$167K - $176K
|
50.9K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.06K+ 39.31% |
$121K - $127K
|
10.9K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.52K+ 2655.79% |
$99.2K - $105K
|
2.62K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.96KNew |
$77.1K - $81.4K
|
1.96K
$83K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.95K+ 83.11% |
$76.8K - $81.1K
|
4.3K
$182K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 157.1% |
$59.6K - $62.9K
|
2.48K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
995+ 6.28% |
$39.1K - $41.3K
|
16.8K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
518+ 5.01% |
$20.4K - $21.5K
|
10.9K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
356+ 1.48% |
$14K - $14.8K
|
24.5K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
211+ 4.37% |
$8.3K - $8.76K
|
5.04K
$213K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
94.1KNew |
$3.74M - $3.86M
|
94.1K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
27.8KNew |
$1.11M - $1.14M
|
27.8K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
26.9K+ 162.81% |
$1.07M - $1.1M
|
43.4K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
11.1KNew |
$441K - $455K
|
11.1K
$470K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.97KNew |
$357K - $368K
|
8.97K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$217K - $224K
|
5.45K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.34KNew |
$212K - $219K
|
5.34K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.16KNew |
$205K - $212K
|
5.16K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.96KNew |
$197K - $204K
|
4.96K
$210K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.44KNew |
$177K - $182K
|
4.44K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.26K+ 4.81% |
$130K - $134K
|
71K
$3.01M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.08K+ 2.63% |
$123K - $127K
|
121K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 36.79% |
$100K - $104K
|
9.38K
$397K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.51KNew |
$99.8K - $103K
|
2.51K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.05KNew |
$81.4K - $84K
|
2.05K
$86.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04K+ 5.76% |
$81.2K - $83.7K
|
37.4K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$19.9K - $20.5K
|
500
$21.2K
|
|
|
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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.5K+ 242.81% |
$905K - $942K
|
33.2K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
15KNew |
$579K - $603K
|
15K
$637K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.89K+ 61.79% |
$227K - $236K
|
15.4K
$653K
|
|
|
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 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
400New |
$15.4K - $16K
|
400
$16.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
55New |
$2.11K - $2.2K
|
55
$2.33K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16KNew |
$43.5K - $45.4K
|
1.16K
$49.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.9KNew |
$357K - $378K
|
9.9K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.02KNew |
$217K - $230K
|
6.02K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
171+ 0.34% |
$6.17K - $6.53K
|
50.1K
$2.12M
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.4KNew |
$814K - $891K
|
24.4K
$1.03M
|
|