Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.3K- 20.32% |
$1.32M - $1.38M
|
138K
$5.48M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 62.57% |
$606K - $634K
|
9.69K
$384K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 22.43% |
$571K - $597K
|
52.8K
$2.09M
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-12.9K- 41.55% |
$483K - $505K
|
18.2K
$720K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 18.28% |
$461K - $482K
|
55K
$2.18M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-11.9K- 50.54% |
$445K - $465K
|
11.6K
$462K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.42K- 9.82% |
$315K - $329K
|
77.3K
$3.07M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.02K- 58.15% |
$263K - $275K
|
5.05K
$200K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.41K- 41.74% |
$240K - $251K
|
8.94K
$355K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.38K- 20.16% |
$239K - $249K
|
25.3K
$1M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6K- 38.62% |
$225K - $235K
|
9.54K
$378K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.66K- 8.01% |
$174K - $182K
|
53.4K
$2.12M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.64K- 4.98% |
$174K - $182K
|
88.6K
$3.51M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.44K- 13.78% |
$166K - $174K
|
27.8K
$1.1M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.83K- 8.88% |
$106K - $111K
|
29.1K
$1.15M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.73K- 1.98% |
$102K - $107K
|
135K
$5.36M
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.38K- 11.62% |
$89.1K - $93.1K
|
18.1K
$718K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.16K- 12.53% |
$80.7K - $84.3K
|
15.1K
$597K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.95K- 16.1% |
$73K - $76.3K
|
10.2K
$403K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.76K- 4.13% |
$66K - $68.9K
|
40.9K
$1.62M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.35K- 22.78% |
$50.5K - $52.8K
|
4.58K
$181K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.33K- 5.12% |
$49.8K - $52K
|
24.7K
$978K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.2K- 17.57% |
$44.9K - $46.9K
|
5.63K
$223K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.02K- 3.01% |
$38.3K - $40K
|
33K
$1.31M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1K- 7.62% |
$37.4K - $39.1K
|
12.1K
$481K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-800- 1.47% |
$30K - $31.3K
|
53.7K
$2.13M
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-675- 5.27% |
$25.3K - $26.4K
|
12.1K
$481K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-505- 1.67% |
$18.9K - $19.8K
|
29.6K
$1.18M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-462- 1.63% |
$17.3K - $18.1K
|
27.8K
$1.1M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-426- 58.44% |
$15.9K - $16.7K
|
303
$12K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-337- 10.01% |
$12.6K - $13.2K
|
3.03K
$120K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-250- 6.79% |
$9.36K - $9.78K
|
3.43K
$136K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-213- 20.86% |
$7.97K - $8.33K
|
808
$32K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-120- 1.99% |
$4.49K - $4.69K
|
5.9K
$234K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-91- 1.06% |
$3.41K - $3.56K
|
8.52K
$338K
|
|
Q1 2024 | |||||||
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-53.9K- 98.29% |
$1.94M - $2.06M
|
937
$37.2K
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-12.8K- 52.68% |
$461K - $488K
|
11.5K
$455K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.32K- 36.81% |
$120K - $127K
|
5.71K
$226K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 22.02% |
$75K - $79.4K
|
7.36K
$292K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-800- 38.1% |
$28.9K - $30.6K
|
1.3K
$51.6K
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 0.77% |
$5.41K - $5.73K
|
19.3K
$767K
|
|
Q4 2023 | |||||||
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-386K- 98.22% |
$12.9M - $14.1M
|
7.01K
$278K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.95K- 50.34% |
$232K - $254K
|
6.86K
$272K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.55K- 21.02% |
$118K - $130K
|
13.3K
$529K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-650- 10.57% |
$21.7K - $23.7K
|
5.5K
$218K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14- 0.09% |
$467 - $511
|
15.6K
$619K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.2K- 16.24% |
$109K - $113K
|
16.5K
$654K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 82.44% |
$34K - $35.2K
|
213
$8.45K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 15.97% |
$1.29K - $1.34K
|
200
$7.93K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-400- 5.0% |
$12.7K - $13.7K
|
7.6K
$301K
|