Purchases and Sales Made in Q3 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 Q3 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
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
32.4K
+ 5206.59%
$1.1M - $1.14M
33K $1.35M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
24.6K
+ 21.37%
$835K - $866K
140K $5.73M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
21K
New
$714K - $740K
21K $861K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
20.8K
+ 108.4%
$705K - $731K
39.9K $1.64M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
16K
New
$543K - $563K
16K $655K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
15.8K
+ 22.92%
$537K - $557K
84.8K $3.48M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
11.5K
+ 125.89%
$391K - $405K
20.6K $846K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
11K
New
$373K - $386K
11K $450K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
10.6K
+ 80.46%
$360K - $373K
23.8K $975K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10.5K
+ 50.4%
$358K - $371K
31.4K $1.29M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.1K
New
$343K - $355K
10.1K $414K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
7.73K
New
$263K - $272K
7.73K $317K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
6.2K
New
$211K - $218K
6.2K $254K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.55K
+ 20.9%
$188K - $195K
32.1K $1.31M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.28K
+ 8.35%
$179K - $186K
68.6K $2.81M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
3.92K
+ 12.9%
$133K - $138K
34.3K $1.41M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
3.52K
+ 18.6%
$119K - $124K
22.4K $920K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.55K
New
$52.5K - $54.4K
1.55K $63.3K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.37K
+ 11.71%
$46.6K - $48.3K
13.1K $537K
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
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-38
- 15.97%
$1.29K - $1.34K
200 $8.2K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

SELL
 -
-92
- 0.35%
$3.12K - $3.24K
26K $1.07M
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

SELL
 -
-100
- 0.45%
$3.4K - $3.52K
22.1K $904K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-140
- 0.49%
$4.75K - $4.93K
28.2K $1.16M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-350
- 5.17%
$11.9K - $12.3K
6.43K $263K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-454
- 1.7%
$15.4K - $16K
26.2K $1.07M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

SELL
 -
-700
- 7.33%
$23.8K - $24.6K
8.85K $363K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1K
- 82.44%
$34K - $35.2K
213 $8.73K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-1.23K
- 6.79%
$41.8K - $43.3K
16.9K $692K
Oct 27, 2023 Q3 2023
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-1.75K
- 15.55%
$59.3K - $61.4K
9.47K $388K
Oct 24, 2023 Q3 2023
Hartford Financial Management Inc.

SELL
 -
-1.8K
- 1.92%
$61.2K - $63.4K
92.3K $3.78M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-1.83K
- 5.61%
$62.1K - $64.4K
30.8K $1.26M
Nov 13, 2023 Q3 2023
Private Advisory Group LLC

Redmond, WA
SELL
 -
-2.19K
- 2.25%
$74.4K - $77.1K
95.2K $3.9M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-3.2K
- 16.24%
$109K - $113K
16.5K $676K
Nov 14, 2023 Q3 2023
Stone X Group Inc.

SELL
 -
-4.82K
- 23.18%
$164K - $169K
16K $654K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-5.34K
- 46.47%
$181K - $188K
6.15K $252K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-6.9K
- 33.33%
$234K - $243K
13.8K $566K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-10.1K
- 68.22%
$342K - $355K
4.7K $192K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-14.1K
- 13.54%
$479K - $497K
90.2K $3.7M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-14.1K
- 34.0%
$480K - $497K
27.4K $1.12M
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-25.8K
- 24.59%
$875K - $907K
79K $3.24M
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

SELL
 -
-30.5K
- 45.11%
$1.04M - $1.07M
37.1K $1.52M
Oct 16, 2023 Q3 2023
Beacon Financial Group

SELL
 -
-31K
- 7.3%
$1.05M - $1.09M
393K $16.1M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-96.5K
- 40.0%
$3.28M - $3.4M
145K $5.93M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-99.3K
- 92.84%
$3.37M - $3.49M
7.66K $314K
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
SELL
 -
-347K
- 97.53%
$11.8M - $12.2M
8.8K $361K

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