Latest Institutional Sells of First Tr ETF Viii Cboe Vest Us (DSEP)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Cboe Vest Us (DSEP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.9K- 36.3% |
$1.27M - $1.31M
|
56.1K
$2.3M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 14.19% |
$588K - $607K
|
89.5K
$3.67M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.1K- 62.78% |
$523K - $540K
|
7.8K
$320K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.92K- 24.72% |
$315K - $325K
|
24.1K
$989K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.64K- 13.91% |
$304K - $314K
|
47.3K
$1.94M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.09K- 5.35% |
$163K - $168K
|
72.4K
$2.97M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4K- 13.15% |
$159K - $164K
|
26.4K
$1.08M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.64K- 18.67% |
$145K - $149K
|
15.8K
$650K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.36K- 3.35% |
$134K - $138K
|
96.9K
$3.97M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.51K- 4.45% |
$99.7K - $103K
|
53.8K
$2.2M
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.55K- 13.49% |
$61.6K - $63.6K
|
9.93K
$407K
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.14K- 0.66% |
$45.4K - $46.8K
|
171K
$7M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.03K- 29.41% |
$40.8K - $42.1K
|
2.46K
$101K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-930- 6.37% |
$37K - $38.2K
|
13.7K
$560K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-531- 99.44% |
$21.1K - $21.8K
|
3
$123
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-377- 0.6% |
$15K - $15.5K
|
62.7K
$2.57M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-287- 2.19% |
$11.4K - $11.8K
|
12.8K
$526K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-275- 1.61% |
$10.9K - $11.3K
|
16.8K
$689K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-240- 3.45% |
$9.55K - $9.85K
|
6.72K
$276K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-227- 2.89% |
$9.03K - $9.32K
|
7.63K
$313K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-108- 0.39% |
$4.3K - $4.43K
|
27.4K
$1.12M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 0.76% |
$3.98K - $4.1K
|
13K
$535K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-72- 1.38% |
$2.86K - $2.95K
|
5.16K
$211K
|
|
Q3 2024 | |||||||
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.09K- 31.71% |
$41.9K - $43.7K
|
2.35K
$96.4K
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-330- 2.72% |
$12.7K - $13.2K
|
11.8K
$484K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.41K- 41.74% |
$240K - $251K
|
8.94K
$367K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.2K- 17.57% |
$44.9K - $46.9K
|
5.63K
$231K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-462- 1.63% |
$17.3K - $18.1K
|
27.8K
$1.14M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-120- 1.99% |
$4.49K - $4.69K
|
5.9K
$242K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 22.02% |
$75K - $79.4K
|
7.36K
$302K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-800- 38.1% |
$28.9K - $30.6K
|
1.3K
$53.3K
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 0.77% |
$5.41K - $5.73K
|
19.3K
$793K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-650- 10.57% |
$21.7K - $23.7K
|
5.5K
$225K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.2K- 16.24% |
$109K - $113K
|
16.5K
$677K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 82.44% |
$34K - $35.2K
|
213
$8.73K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 15.97% |
$1.29K - $1.34K
|
200
$8.2K
|
|
Q1 2023 | |||||||
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.46M- 99.12% |
$44.4M - $47.1M
|
12.9K
$530K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-700- 8.87% |
$21.3K - $22.5K
|
7.19K
$295K
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.33K- 1.39% |
$68.1K - $73.1K
|
165K
$6.75M
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.6K- 94.08% |
$723K - $776K
|
1.55K
$63.5K
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.14K- 37.08% |
$121K - $130K
|
7.02K
$288K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-265- 14.64% |
$7.78K - $8.35K
|
1.55K
$63.3K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-28.9KClosed |
$869K - $949K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3KClosed |
$90.4K - $98.6K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 13.6% |
$46.7K - $49.1K
|
9.4K
$385K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.15K - $3.32K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-50.8KClosed |
$1.63M - $1.65M
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-995- 16.66% |
$31.9K - $32.3K
|
4.98K
$204K
|