Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 24.89% |
$778K - $882K
|
104K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.9KNew |
$483K - $547K
|
12.9K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.4K+ 8.66% |
$462K - $524K
|
155K
$6.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.7KNew |
$440K - $498K
|
11.7K
$512K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.79K+ 15.98% |
$329K - $373K
|
63.8K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
8.73K+ 17.16% |
$326K - $370K
|
59.6K
$2.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.79KNew |
$216K - $245K
|
5.79K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.64K+ 10.22% |
$174K - $197K
|
50K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.25K+ 35.17% |
$122K - $138K
|
12.5K
$544K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.03K+ 8.4% |
$113K - $128K
|
39.1K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.94K+ 16.93% |
$72.5K - $82.1K
|
13.4K
$583K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
875+ 0.5% |
$32.7K - $37.1K
|
177K
$7.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
482New |
$18K - $20.4K
|
482
$21K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
466+ 8.36% |
$17.4K - $19.8K
|
6.04K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
310+ 11.84% |
$11.6K - $13.1K
|
2.93K
$128K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
185+ 4.3% |
$6.92K - $7.84K
|
4.49K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
128+ 11.48% |
$4.79K - $5.43K
|
1.24K
$54.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.06% |
$37.4 - $42.4
|
1.65K
$71.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2- 0.04% |
$74.8 - $84.8
|
5.11K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-24- 0.12% |
$898 - $1.02K
|
19.2K
$838K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-63- 0.1% |
$2.36K - $2.67K
|
61.4K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-84- 0.3% |
$3.14K - $3.56K
|
27.8K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-132- 1.3% |
$4.94K - $5.6K
|
10K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-134- 0.82% |
$5.01K - $5.68K
|
16.1K
$703K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 31.58% |
$5.61K - $6.36K
|
325
$14.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-167- 0.1% |
$6.25K - $7.08K
|
169K
$7.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-197- 0.22% |
$7.37K - $8.35K
|
91.1K
$3.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 0.8% |
$7.48K - $8.48K
|
24.9K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-209- 4.15% |
$7.82K - $8.86K
|
4.83K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-236- 1.01% |
$8.83K - $10K
|
23.1K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-250- 3.28% |
$9.35K - $10.6K
|
7.38K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-479- 2.85% |
$17.9K - $20.3K
|
16.3K
$711K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-511- 15.7% |
$19.1K - $21.7K
|
2.74K
$119K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-543- 0.9% |
$20.3K - $23K
|
60.1K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-700- 53.85% |
$26.2K - $29.7K
|
600
$26.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-710- 0.58% |
$26.6K - $30.1K
|
121K
$5.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-772- 2.06% |
$28.9K - $32.7K
|
36.7K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-838- 7.71% |
$31.3K - $35.5K
|
10K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-863- 0.92% |
$32.3K - $36.6K
|
93.2K
$4.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-875- 6.94% |
$32.7K - $37.1K
|
11.7K
$511K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 62.07% |
$57.6K - $65.3K
|
941
$41K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.57K- 5.84% |
$58.7K - $66.5K
|
25.3K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.84K- 6.8% |
$69K - $78.2K
|
25.3K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.38K- 18.26% |
$89.1K - $101K
|
10.7K
$464K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.51K- 13.64% |
$93.9K - $106K
|
15.9K
$692K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.75K- 6.64% |
$103K - $117K
|
38.7K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.31K- 28.29% |
$124K - $140K
|
8.38K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.54K- 3.76% |
$132K - $150K
|
90.6K
$3.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.75K- 15.01% |
$140K - $159K
|
21.2K
$925K
|