Latest Institutional Transactions on First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (DSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.44KNew |
$177K - $182K
|
4.44K
$177K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
46.6KNew |
$1.86M - $1.91M
|
46.6K
$1.86M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
38.7K+ 11.06% |
$1.54M - $1.59M
|
388K
$15.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
38.3KNew |
$1.52M - $1.57M
|
38.3K
$1.53M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
371KNew |
$14.7M - $15.2M
|
371K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.96KNew |
$197K - $204K
|
4.96K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-108- 0.39% |
$4.3K - $4.43K
|
27.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.05KNew |
$81.4K - $84K
|
2.05K
$81.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.24K+ 18.99% |
$328K - $338K
|
51.7K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$217K - $224K
|
5.45K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
95New |
$3.78K - $3.9K
|
95
$3.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31+ 2.86% |
$1.23K - $1.27K
|
1.12K
$44.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.39K+ 127.69% |
$95.2K - $98.2K
|
4.27K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.16KNew |
$205K - $212K
|
5.16K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
27.8KNew |
$1.11M - $1.14M
|
27.8K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.78KNew |
$70.7K - $73K
|
1.78K
$70.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.1K- 62.78% |
$523K - $540K
|
7.8K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.92K- 24.72% |
$315K - $325K
|
24.1K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.32K+ 37.72% |
$52.6K - $54.3K
|
4.83K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.2K+ 10.55% |
$87.5K - $90.3K
|
23.1K
$918K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.9K- 36.3% |
$1.27M - $1.31M
|
56.1K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.93K+ 7.78% |
$76.7K - $79.1K
|
26.7K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$19.9K - $20.5K
|
500
$19.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.74K+ 21.83% |
$268K - $276K
|
37.6K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.64K- 18.67% |
$145K - $149K
|
15.8K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.51K- 4.45% |
$99.7K - $103K
|
53.8K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.9K+ 41.76% |
$1.03M - $1.06M
|
87.8K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-72- 1.38% |
$2.86K - $2.95K
|
5.16K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 7.65% |
$522K - $538K
|
185K
$7.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.62KNew |
$64.6K - $66.6K
|
1.62K
$64.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-287- 2.19% |
$11.4K - $11.8K
|
12.8K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$860K - $887K
|
21.6K
$861K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6.11KNew |
$243K - $251K
|
6.11K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
26.9K+ 162.81% |
$1.07M - $1.1M
|
43.4K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.64K- 13.91% |
$304K - $314K
|
47.3K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.97KNew |
$357K - $368K
|
8.97K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04K+ 5.76% |
$81.2K - $83.7K
|
37.4K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24K+ 39.88% |
$953K - $983K
|
84.1K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.35K+ 91.82% |
$293K - $302K
|
15.4K
$612K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.02K+ 4.97% |
$319K - $329K
|
169K
$6.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
427+ 4.3% |
$17K - $17.5K
|
10.3K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.34KNew |
$212K - $219K
|
5.34K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 36.79% |
$100K - $104K
|
9.38K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 14.19% |
$588K - $607K
|
89.5K
$3.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
131KNew |
$5.19M - $5.36M
|
131K
$5.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-240- 3.45% |
$9.55K - $9.85K
|
6.72K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.55K- 13.49% |
$61.6K - $63.6K
|
9.93K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.36K- 3.35% |
$134K - $138K
|
96.9K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
94.1KNew |
$3.74M - $3.86M
|
94.1K
$3.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
11.1KNew |
$441K - $455K
|
11.1K
$441K
|