Purchases and Sales Made in Q1 2025 in First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (YMAR) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
20.5KNew |
$466K - $504K
|
20.5K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.3K+ 8.41% |
$463K - $501K
|
262K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
18.3K+ 96.27% |
$417K - $451K
|
37.4K
$941K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 124.48% |
$399K - $431K
|
31.6K
$796K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.3K+ 146.74% |
$325K - $351K
|
24K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.6KNew |
$287K - $310K
|
12.6K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.97K+ 35.53% |
$204K - $221K
|
34.2K
$861K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.67K+ 2.44% |
$198K - $213K
|
365K
$9.18M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.5KNew |
$194K - $209K
|
8.5K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.97K+ 14.0% |
$67.5K - $73K
|
24.2K
$608K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 14.61% |
$36.5K - $39.5K
|
12.6K
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1.5K+ 15.05% |
$34.2K - $36.9K
|
11.5K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31KNew |
$29.8K - $32.2K
|
1.31K
$33K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.06K+ 10.92% |
$24.2K - $26.1K
|
10.8K
$271K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.03K+ 12.58% |
$23.4K - $25.3K
|
9.21K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1K+ 1.72% |
$22.8K - $24.6K
|
59.1K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
827+ 63.62% |
$18.8K - $20.4K
|
2.13K
$53.5K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
594+ 3.5% |
$13.5K - $14.6K
|
17.6K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
581New |
$13.2K - $14.3K
|
581
$14.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
482+ 3.6% |
$11K - $11.9K
|
13.9K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
472+ 3.84% |
$10.7K - $11.6K
|
12.8K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
307New |
$6.99K - $7.56K
|
307
$7.73K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
234+ 4.81% |
$5.33K - $5.76K
|
5.1K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
199+ 2.18% |
$4.53K - $4.9K
|
9.34K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
80+ 0.67% |
$1.82K - $1.97K
|
12K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 1.74% |
$1.02K - $1.11K
|
2.63K
$66.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 1.09% |
$4.1K - $4.43K
|
16.3K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-209- 1.03% |
$4.76K - $5.14K
|
20K
$503K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-249- 1.53% |
$5.67K - $6.13K
|
16K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-456- 31.32% |
$10.4K - $11.2K
|
1K
$25.2K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-957- 4.11% |
$21.8K - $23.6K
|
22.3K
$562K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.09K- 45.25% |
$24.8K - $26.8K
|
1.32K
$33.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.46K- 17.06% |
$33.3K - $36K
|
7.11K
$179K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.6K- 12.53% |
$36.3K - $39.3K
|
11.1K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.16K- 17.7% |
$49.1K - $53.1K
|
10K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2.41K- 3.28% |
$54.8K - $59.2K
|
71.1K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.28K- 2.7% |
$120K - $130K
|
190K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.86K- 20.5% |
$133K - $144K
|
22.7K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.09K- 36.86% |
$161K - $175K
|
12.2K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.17K- 26.12% |
$186K - $201K
|
23.1K
$582K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-25.8K- 13.07% |
$587K - $635K
|
172K
$4.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.8K- 9.27% |
$588K - $635K
|
253K
$6.36M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.2K- 9.79% |
$960K - $1.04M
|
389K
$9.78M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.9K- 22.06% |
$1.18M - $1.28M
|
183K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-125K- 80.79% |
$2.86M - $3.09M
|
29.8K
$750K
|