Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
124KNew |
$5.25M - $5.47M
|
124K
$5.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
97.3K+ 57.49% |
$4.12M - $4.3M
|
267K
$11.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.2KNew |
$1.49M - $1.56M
|
35.2K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
31.1K+ 34.11% |
$1.32M - $1.37M
|
122K
$5.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.8K+ 15.99% |
$1.05M - $1.1M
|
180K
$7.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.6K+ 39.19% |
$830K - $866K
|
69.6K
$3.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
19.1KNew |
$809K - $844K
|
19.1K
$845K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 17.44% |
$771K - $805K
|
123K
$5.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.6KNew |
$702K - $732K
|
16.6K
$733K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.3KNew |
$692K - $722K
|
16.3K
$723K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
16.3K+ 41.7% |
$690K - $720K
|
55.4K
$2.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
14KNew |
$591K - $617K
|
14K
$618K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.7K+ 13.96% |
$537K - $561K
|
104K
$4.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.1KNew |
$427K - $446K
|
10.1K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.92K+ 9.85% |
$378K - $394K
|
99.5K
$4.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.82KNew |
$373K - $390K
|
8.82K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.7KNew |
$326K - $340K
|
7.7K
$341K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7.5KNew |
$318K - $332K
|
7.5K
$332K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6.73K+ 21.62% |
$285K - $297K
|
37.8K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.83K+ 8.21% |
$247K - $258K
|
76.8K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.03KNew |
$213K - $222K
|
5.03K
$222K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.76K+ 66.38% |
$201K - $210K
|
11.9K
$528K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
4.71KNew |
$199K - $208K
|
4.71K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.49K+ 7.54% |
$190K - $199K
|
64.1K
$2.84M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4K+ 425.08% |
$169K - $177K
|
4.94K
$219K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.32KNew |
$141K - $147K
|
3.32K
$147K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.38K+ 732.62% |
$101K - $105K
|
2.71K
$120K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.24K+ 5.67% |
$94.7K - $98.8K
|
41.7K
$1.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.07K+ 13.03% |
$87.7K - $91.5K
|
18K
$795K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.24KNew |
$52.3K - $54.6K
|
1.24K
$54.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
970+ 242.5% |
$41.1K - $42.9K
|
1.37K
$60.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
944New |
$40K - $41.7K
|
944
$41.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
895+ 4.65% |
$37.9K - $39.6K
|
20.1K
$891K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
596+ 11.67% |
$25.2K - $26.3K
|
5.7K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
169+ 0.06% |
$7.16K - $7.47K
|
271K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
107+ 0.29% |
$4.53K - $4.73K
|
36.8K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
88+ 0.88% |
$3.73K - $3.89K
|
10.1K
$448K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
58+ 0.79% |
$2.46K - $2.56K
|
7.44K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41+ 0.49% |
$1.74K - $1.81K
|
8.43K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.53% |
$339 - $354
|
1.51K
$66.7K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$42.4 - $44.2
|
9.38K
$415K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-2- 0.03% |
$84.7 - $88.4
|
5.78K
$256K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 0.64% |
$339 - $354
|
1.24K
$54.7K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-23- 0.15% |
$974 - $1.02K
|
15.2K
$672K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-48- 0.93% |
$2.03K - $2.12K
|
5.11K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81- 6.98% |
$3.43K - $3.58K
|
1.08K
$47.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-84- 0.52% |
$3.56K - $3.71K
|
16.1K
$710K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-85- 0.32% |
$3.6K - $3.76K
|
26.6K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-140- 0.5% |
$5.93K - $6.19K
|
27.6K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-218- 7.95% |
$9.23K - $9.64K
|
2.53K
$112K
|
|