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 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
67.7KNew |
$2.26M - $2.47M
|
67.7K
$2.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.4KNew |
$814K - $891K
|
24.4K
$1M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.3KNew |
$342K - $374K
|
10.3K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.98KNew |
$199K - $218K
|
5.98K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.62KNew |
$187K - $205K
|
5.62K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.59KNew |
$186K - $204K
|
5.59K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$54.3K - $59.5K
|
1.63K
$66.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
894New |
$29.8K - $32.6K
|
894
$36.6K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$373K - $386K
|
11K
$450K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7.73KNew |
$263K - $272K
|
7.73K
$317K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
277+ 40.26% |
$9.41K - $9.75K
|
965
$39.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
137+ 0.15% |
$4.65K - $4.82K
|
92.4K
$3.79M
|
|
| 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 | |||||||
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
101+ 0.32% |
$3.07K - $3.25K
|
31.8K
$1.3M
|
|
| Q4 2022 | |||||||
|
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
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.88K+ 20.53% |
$84.4K - $90.5K
|
16.9K
$694K
|
|
|
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 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 55.13% |
$39.9K - $42.8K
|
3.84K
$157K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
980New |
$28.7K - $30.8K
|
980
$40.2K
|
|
|
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
|
Lincoln National Corp
|
BUY
|
- |
300+ 1.42% |
$8.78K - $9.41K
|
21.4K
$877K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
111New |
$3.25K - $3.48K
|
111
$4.55K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
9.9KNew |
$291K - $312K
|
9.9K
$406K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.2KNew |
$459K - $501K
|
15.2K
$625K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
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
|
|
| Q1 2022 | |||||||
|
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
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
301KNew |
$9.56M - $9.7M
|
301K
$12.3M
|
|