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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.02KNew |
$217K - $230K
|
6.02K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 0.77% |
$5.41K - $5.73K
|
19.3K
$753K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-800- 38.1% |
$28.9K - $30.6K
|
1.3K
$50.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.98KNew |
$199K - $218K
|
5.98K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$54.3K - $59.5K
|
1.63K
$63.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.59KNew |
$186K - $204K
|
5.59K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.62KNew |
$187K - $205K
|
5.62K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-650- 10.57% |
$21.7K - $23.7K
|
5.5K
$214K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.3KNew |
$342K - $374K
|
10.3K
$400K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.4KNew |
$814K - $891K
|
24.4K
$951K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
894New |
$29.8K - $32.6K
|
894
$34.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.2K- 16.24% |
$109K - $113K
|
16.5K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 82.44% |
$34K - $35.2K
|
213
$8.29K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
137+ 0.15% |
$4.65K - $4.82K
|
92.4K
$3.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7.73KNew |
$263K - $272K
|
7.73K
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$373K - $386K
|
11K
$427K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 15.97% |
$1.29K - $1.34K
|
200
$7.79K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
277+ 40.26% |
$9.41K - $9.75K
|
965
$37.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45.8KNew |
$1.46M - $1.57M
|
45.8K
$1.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.65KNew |
$212K - $227K
|
6.65K
$259K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-700- 8.87% |
$21.3K - $22.5K
|
7.19K
$280K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.46M- 99.12% |
$44.4M - $47.1M
|
12.9K
$503K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 39.13% |
$71.7K - $76.9K
|
8.71K
$339K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
23.5K+ 15.65% |
$687K - $737K
|
174K
$6.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20.3K+ 100.0% |
$594K - $637K
|
40.6K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 55.13% |
$39.9K - $42.8K
|
3.84K
$150K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
300+ 1.42% |
$8.78K - $9.41K
|
21.4K
$833K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.88K+ 20.53% |
$84.4K - $90.5K
|
16.9K
$659K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
810New |
$23.7K - $25.4K
|
810
$31.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.33K- 1.39% |
$68.1K - $73.1K
|
165K
$6.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
980New |
$28.7K - $30.8K
|
980
$38.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
111New |
$3.25K - $3.48K
|
111
$4.32K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.6K- 94.08% |
$723K - $776K
|
1.55K
$60.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.14K- 37.08% |
$121K - $130K
|
7.02K
$273K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-265- 14.64% |
$7.78K - $8.35K
|
1.55K
$60.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
9.9KNew |
$291K - $312K
|
9.9K
$385K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3KClosed |
$90.4K - $98.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.2KNew |
$459K - $501K
|
15.2K
$593K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.53KNew |
$227K - $247K
|
7.53K
$293K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-28.9KClosed |
$869K - $949K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
15.2KNew |
$459K - $501K
|
15.2K
$593K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.15K - $3.32K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 13.6% |
$46.7K - $49.1K
|
9.4K
$366K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
89New |
$2.81K - $2.95K
|
89
$3.46K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
15.6KNew |
$498K - $516K
|
15.6K
$607K
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-995- 16.66% |
$31.9K - $32.3K
|
4.98K
$194K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-50.8KClosed |
$1.63M - $1.65M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
301KNew |
$9.56M - $9.7M
|
301K
$11.7M
|
|