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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
131KNew |
$5.19M - $5.36M
|
131K
$5.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
94.1KNew |
$3.74M - $3.86M
|
94.1K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
27.8KNew |
$1.11M - $1.14M
|
27.8K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
26.9K+ 162.81% |
$1.07M - $1.1M
|
43.4K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.4KNew |
$1.05M - $1.08M
|
26.4K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.9K+ 41.76% |
$1.03M - $1.06M
|
87.8K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24K+ 39.88% |
$953K - $983K
|
84.1K
$3.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$860K - $887K
|
21.6K
$898K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.5KNew |
$854K - $881K
|
21.5K
$891K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.1K+ 29.25% |
$679K - $701K
|
75.4K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.4KNew |
$613K - $633K
|
15.4K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14.6K+ 289.71% |
$582K - $601K
|
19.7K
$817K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
14.5K+ 45.71% |
$576K - $594K
|
46.2K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 7.65% |
$522K - $538K
|
185K
$7.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
11.1KNew |
$441K - $455K
|
11.1K
$460K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
10.3K+ 113.12% |
$411K - $424K
|
19.5K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.97KNew |
$357K - $368K
|
8.97K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.24K+ 18.99% |
$328K - $338K
|
51.7K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.02K+ 4.97% |
$319K - $329K
|
169K
$7.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.35K+ 91.82% |
$293K - $302K
|
15.4K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.74K+ 21.83% |
$268K - $276K
|
37.6K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6.11KNew |
$243K - $251K
|
6.11K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
5.62KNew |
$223K - $230K
|
5.62K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$217K - $224K
|
5.45K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.34KNew |
$212K - $219K
|
5.34K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.16KNew |
$205K - $212K
|
5.16K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.96KNew |
$197K - $204K
|
4.96K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.26K+ 4.81% |
$130K - $134K
|
71K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 36.79% |
$100K - $104K
|
9.38K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.51KNew |
$99.8K - $103K
|
2.51K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.39K+ 127.69% |
$95.2K - $98.2K
|
4.27K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.2K+ 10.55% |
$87.5K - $90.3K
|
23.1K
$958K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.15K+ 7.16% |
$85.3K - $88K
|
32.1K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.05KNew |
$81.4K - $84K
|
2.05K
$84.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04K+ 5.76% |
$81.2K - $83.7K
|
37.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.93K+ 7.78% |
$76.7K - $79.1K
|
26.7K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.78KNew |
$70.7K - $73K
|
1.78K
$73.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.62KNew |
$64.6K - $66.6K
|
1.62K
$67.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.32K+ 37.72% |
$52.6K - $54.3K
|
4.83K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$19.9K - $20.5K
|
500
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
427+ 4.3% |
$17K - $17.5K
|
10.3K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
409+ 300.74% |
$16.3K - $16.8K
|
545
$22.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
355+ 1775.0% |
$14.1K - $14.6K
|
375
$15.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
192+ 2.17% |
$7.64K - $7.88K
|
9.04K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
95New |
$3.78K - $3.9K
|
95
$3.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31+ 2.86% |
$1.23K - $1.27K
|
1.12K
$46.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.4K+ 283.48% |
$1.63M - $1.7M
|
57.4K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.5K+ 242.81% |
$905K - $942K
|
33.2K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
15KNew |
$579K - $603K
|
15K
$625K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15KNew |
$579K - $603K
|
15K
$625K
|
|