Purchases and Sales Made in Q1 2023 in First Tr ETF Viii Cboe Vest Us (DSEP)

DSEP Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DSEP) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 04, 2023 Q1 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
151K
+ 105.01%
$4.58M - $4.85M
294K $12M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
99.9K
New
$3.04M - $3.22M
99.9K $4.1M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
51.3K
+ 3117.4%
$1.56M - $1.65M
52.9K $2.17M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
19.5K
+ 86.56%
$593K - $628K
42K $1.72M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
18.1K
New
$552K - $585K
18.1K $744K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
8.51K
+ 28.0%
$259K - $274K
38.9K $1.59M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.72K
+ 123.35%
$235K - $249K
14K $573K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.27K
+ 60.53%
$160K - $170K
14K $573K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
2.78K
New
$84.4K - $89.4K
2.78K $114K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.4K
+ 13.48%
$73K - $77.3K
20.2K $828K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.95K
+ 22.08%
$59.3K - $62.8K
10.8K $442K
May 15, 2023 Q1 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
1.88K
+ 13.96%
$57.1K - $60.5K
15.3K $628K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
979
+ 1.31%
$29.8K - $31.5K
75.5K $3.1M
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
101
+ 0.32%
$3.07K - $3.25K
31.8K $1.3M
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

SELL
 -
-30
- 0.03%
$912 - $966
101K $4.15M
May 15, 2023 Q1 2023
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-150
- 1.29%
$4.56K - $4.83K
11.5K $469K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

SELL
 -
-187
- 37.4%
$5.69K - $6.02K
313 $12.8K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-200
- 1.98%
$6.08K - $6.44K
9.9K $406K
Apr 19, 2023 Q1 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-234
- 0.76%
$7.12K - $7.54K
30.7K $1.26M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

SELL
 -
-448
- 0.47%
$13.6K - $14.4K
94.5K $3.87M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-495
- 1.71%
$15.1K - $15.9K
28.5K $1.17M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-700
- 8.87%
$21.3K - $22.5K
7.19K $295K
May 09, 2023 Q1 2023
Integrity Financial Corp

SELL
 -
-860
- 5.37%
$26.2K - $27.7K
15.2K $621K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

SELL
 -
-1.22K
- 10.54%
$37.1K - $39.3K
10.4K $425K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.23K
- 9.28%
$37.5K - $39.7K
12K $494K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-1.59K
- 69.84%
$48.4K - $51.3K
688 $28.2K
May 02, 2023 Q1 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-2.1K
- 22.7%
$63.9K - $67.6K
7.15K $293K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-2.19K
- 1.25%
$66.6K - $70.5K
173K $7.09M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-2.52K
- 6.77%
$76.6K - $81.1K
34.7K $1.42M
Apr 24, 2023 Q1 2023
Prosperity Consulting Group, LLC

SELL
 -
-3.02K
- 8.11%
$91.7K - $97.2K
34.2K $1.4M
May 04, 2023 Q1 2023
Fsb Premier Wealth Management, Inc.

SELL
 -
-4.4K
- 31.58%
$134K - $142K
9.53K $391K
Apr 25, 2023 Q1 2023
Hartford Financial Management Inc.

SELL
 -
-5.1K
- 5.08%
$155K - $164K
95.3K $3.91M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-5.12K
- 33.4%
$156K - $165K
10.2K $419K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-5.27K
- 37.71%
$160K - $170K
8.71K $357K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-7.41K
- 6.52%
$225K - $239K
106K $4.36M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-7.6K
- 14.15%
$231K - $245K
46.1K $1.89M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-8.37K
- 53.12%
$255K - $270K
7.39K $303K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-9.61K
- 8.29%
$292K - $309K
106K $4.36M
Apr 14, 2023 Q1 2023
Beacon Financial Group

SELL
 -
-12.8K
- 2.86%
$388K - $411K
434K $17.8M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-16.6K
- 6.0%
$505K - $534K
260K $10.7M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-18.3K
- 15.59%
$556K - $588K
98.9K $4.06M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-22.5K
- 45.53%
$683K - $724K
26.9K $1.1M
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
SELL
 -
-74.2K
- 33.44%
$2.26M - $2.39M
148K $6.05M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-188K
- 63.47%
$5.72M - $6.06M
108K $4.44M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

SELL
 -
-236K
- 64.26%
$7.17M - $7.6M
131K $5.38M
Apr 10, 2023 Q1 2023
Summit Financial Wealth Advisors, LLC

SELL
 -
-1.46M
- 99.12%
$44.4M - $47.1M
12.9K $530K

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