Purchases and Sales Made in Q1 2024 in First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DSEP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.1KNew |
$2.1M - $2.22M
|
58.1K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.4K+ 37.61% |
$1.71M - $1.81M
|
174K
$7.11M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.1KNew |
$1.12M - $1.19M
|
31.1K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$1.09M - $1.15M
|
30.2K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.9K+ 57.71% |
$719K - $761K
|
54.5K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.5KNew |
$561K - $593K
|
15.5K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.3KNew |
$554K - $586K
|
15.3K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.9KNew |
$357K - $378K
|
9.9K
$406K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.9KNew |
$249K - $264K
|
6.9K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.02KNew |
$217K - $230K
|
6.02K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.02KNew |
$217K - $230K
|
6.02K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.7KNew |
$206K - $218K
|
5.7K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.39K+ 24.1% |
$86.3K - $91.3K
|
12.3K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
975+ 223.11% |
$35.2K - $37.2K
|
1.41K
$57.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
552+ 3.31% |
$19.9K - $21.1K
|
17.2K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
171+ 0.34% |
$6.17K - $6.53K
|
50.1K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99New |
$3.57K - $3.78K
|
99
$4.06K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 0.85% |
$289 - $306
|
950
$38.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.01% |
$36.1 - $38.2
|
12.1K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 0.77% |
$5.41K - $5.73K
|
19.3K
$793K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-212- 2.4% |
$7.65K - $8.1K
|
8.61K
$353K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-260- 4.2% |
$9.38K - $9.93K
|
5.93K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-412- 1.2% |
$14.9K - $15.7K
|
34K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-765- 3.6% |
$27.6K - $29.2K
|
20.5K
$840K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-800- 38.1% |
$28.9K - $30.6K
|
1.3K
$53.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-816- 52.82% |
$29.4K - $31.2K
|
729
$29.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-864- 2.66% |
$31.2K - $33K
|
31.6K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-888- 46.52% |
$32K - $33.9K
|
1.02K
$41.9K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.01K- 3.06% |
$36.4K - $38.5K
|
31.9K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 22.02% |
$75K - $79.4K
|
7.36K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.01K- 3.81% |
$109K - $115K
|
76K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.32K- 36.81% |
$120K - $127K
|
5.71K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.44K- 20.75% |
$124K - $131K
|
13.1K
$538K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-4.28K- 15.38% |
$154K - $163K
|
23.5K
$965K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-5.1K- 5.62% |
$184K - $195K
|
85.7K
$3.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.22K- 62.82% |
$224K - $238K
|
3.68K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-12.2K- 50.23% |
$441K - $467K
|
12.1K
$497K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-12.8K- 52.68% |
$461K - $488K
|
11.5K
$471K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.9K- 90.1% |
$464K - $491K
|
1.41K
$57.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19K- 84.92% |
$684K - $724K
|
3.37K
$138K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.6K- 25.95% |
$852K - $901K
|
67.3K
$2.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.9K- 36.85% |
$898K - $950K
|
42.6K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.2K- 17.5% |
$1.06M - $1.12M
|
138K
$5.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.9K- 55.21% |
$1.15M - $1.22M
|
25.9K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.4K- 38.97% |
$1.57M - $1.66M
|
68K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-48.5K- 34.2% |
$1.75M - $1.85M
|
93.3K
$3.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-53.9K- 98.29% |
$1.94M - $2.06M
|
937
$38.4K
|