Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
515KNew |
$11.5M - $13.2M
|
515K
$13.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60K+ 29.73% |
$1.35M - $1.54M
|
262K
$6.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38.7K+ 279.18% |
$869K - $991K
|
52.6K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28.7KNew |
$643K - $734K
|
28.7K
$753K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22.9KNew |
$513K - $585K
|
22.9K
$600K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 10.15% |
$417K - $476K
|
202K
$5.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2K+ 9.55% |
$407K - $465K
|
208K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17KNew |
$382K - $435K
|
17K
$446K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15KNew |
$337K - $384K
|
15K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 38.72% |
$274K - $313K
|
43.8K
$1.15M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.1K+ 29.74% |
$249K - $284K
|
48.5K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
11KNew |
$246K - $280K
|
11K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.71KNew |
$218K - $248K
|
9.71K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.61KNew |
$215K - $246K
|
9.61K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
9.13KNew |
$205K - $234K
|
9.13K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
9.12KNew |
$205K - $233K
|
9.12K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.1KNew |
$204K - $233K
|
9.1K
$239K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.86KNew |
$199K - $227K
|
8.86K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.12K+ 54.93% |
$137K - $157K
|
17.3K
$453K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.89K+ 58.7% |
$132K - $151K
|
15.9K
$418K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.48K+ 1.5% |
$123K - $140K
|
370K
$9.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
4.88K+ 68.54% |
$109K - $125K
|
12K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.71K+ 20.72% |
$106K - $121K
|
27.4K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.27K+ 45.7% |
$95.7K - $109K
|
13.6K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$89.7K - $102K
|
4K
$105K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.77K+ 23.08% |
$84.5K - $96.4K
|
20.1K
$527K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.43K+ 19.83% |
$77K - $87.8K
|
20.7K
$544K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53K+ 20.07% |
$56.7K - $64.7K
|
15.1K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.5K+ 21.81% |
$56.1K - $63.9K
|
14K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.5KNew |
$56.1K - $63.9K
|
2.5K
$65.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 13.51% |
$38.6K - $44.1K
|
14.5K
$380K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.15K+ 12.5% |
$25.8K - $29.4K
|
10.4K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.02K+ 38.8% |
$22.9K - $26.1K
|
3.66K
$95.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
779New |
$17.5K - $19.9K
|
779
$20.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
495New |
$11.1K - $12.7K
|
495
$13K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
395+ 3.14% |
$8.86K - $10.1K
|
13K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74- 0.32% |
$1.66K - $1.89K
|
23K
$605K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-278- 1.39% |
$6.24K - $7.11K
|
19.7K
$517K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-389- 2.42% |
$8.73K - $9.95K
|
15.7K
$411K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-401- 1.17% |
$8.99K - $10.3K
|
33.8K
$887K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-438- 1.96% |
$9.82K - $11.2K
|
21.9K
$574K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-800- 7.42% |
$17.9K - $20.5K
|
9.98K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-827- 38.88% |
$18.5K - $21.2K
|
1.3K
$34.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-900- 3.75% |
$20.2K - $23K
|
23.1K
$606K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-959- 4.69% |
$21.5K - $24.5K
|
19.5K
$512K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.22K- 6.93% |
$27.3K - $31.1K
|
16.4K
$429K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.29K- 97.65% |
$28.9K - $32.9K
|
31
$813
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.39K- 19.88% |
$53.6K - $61.1K
|
9.63K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.31K- 65.01% |
$74.3K - $84.7K
|
1.78K
$46.8K
|