Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
104K+ 462.07% |
$3.46M - $3.78M
|
126K
$5.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
67.7KNew |
$2.26M - $2.47M
|
67.7K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
57.8K+ 175.15% |
$1.93M - $2.11M
|
90.8K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29K+ 137.75% |
$965K - $1.06M
|
50K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28.3KNew |
$943K - $1.03M
|
28.3K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2KNew |
$841K - $920K
|
25.2K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.4K+ 241.92% |
$815K - $892K
|
34.5K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.4KNew |
$814K - $891K
|
24.4K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
24.3KNew |
$812K - $888K
|
24.3K
$998K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
24.3KNew |
$809K - $885K
|
24.3K
$995K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.3K+ 15.42% |
$744K - $815K
|
167K
$6.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.3K+ 23.58% |
$709K - $776K
|
111K
$4.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.9K+ 44.75% |
$596K - $652K
|
57.8K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
12.1KNew |
$402K - $440K
|
12.1K
$495K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.3KNew |
$342K - $374K
|
10.3K
$421K
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8.64KNew |
$288K - $315K
|
8.64K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.08K+ 7.17% |
$203K - $222K
|
90.9K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.98KNew |
$199K - $218K
|
5.98K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.62KNew |
$187K - $205K
|
5.62K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.59KNew |
$186K - $204K
|
5.59K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
4.04K+ 16.98% |
$135K - $147K
|
27.8K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.57K+ 27.24% |
$119K - $130K
|
16.7K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.24K+ 52.19% |
$108K - $118K
|
9.44K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.96K+ 9.41% |
$98.7K - $108K
|
34.4K
$1.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.69K+ 7.25% |
$89.7K - $98.1K
|
39.8K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.1KNew |
$70K - $76.6K
|
2.1K
$86.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.05K+ 1.47% |
$68.5K - $74.9K
|
142K
$5.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.91KNew |
$63.6K - $69.6K
|
1.91K
$78.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$54.3K - $59.5K
|
1.63K
$66.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.44K+ 4.69% |
$48.1K - $52.7K
|
32.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 17.87% |
$45.6K - $49.9K
|
9.03K
$370K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
894New |
$29.8K - $32.6K
|
894
$36.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
600+ 3.76% |
$20K - $21.9K
|
16.6K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
437New |
$14.6K - $15.9K
|
437
$17.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
423+ 1.32% |
$14.1K - $15.4K
|
32.5K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
140+ 1.58% |
$4.67K - $5.11K
|
8.99K
$369K
|
|
|
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
$639K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-29- 0.04% |
$967 - $1.06K
|
79K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-240- 3.74% |
$8K - $8.76K
|
6.19K
$254K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-534- 5.11% |
$17.8K - $19.5K
|
9.92K
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-650- 10.57% |
$21.7K - $23.7K
|
5.5K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-652- 6.88% |
$21.7K - $23.8K
|
8.82K
$362K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-660- 4.9% |
$22K - $24.1K
|
12.8K
$525K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-802- 3.64% |
$26.7K - $29.3K
|
21.3K
$871K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 1.57% |
$35.9K - $39.3K
|
67.5K
$2.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.14K- 5.52% |
$37.9K - $41.5K
|
19.5K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.4K- 4.07% |
$46.5K - $50.9K
|
32.9K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.97K- 22.4% |
$65.7K - $71.9K
|
6.83K
$280K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.55K- 21.02% |
$118K - $130K
|
13.3K
$547K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.85K- 14.72% |
$128K - $141K
|
22.3K
$915K
|