Purchases and Sales Made in Q4 2024 in First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (YSEP) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
237KNew |
$5.15M - $5.4M
|
237K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
182KNew |
$3.95M - $4.14M
|
182K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
133KNew |
$2.88M - $3.02M
|
133K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.4K+ 34.78% |
$1.35M - $1.42M
|
242K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3K+ 185.5% |
$572K - $599K
|
40.5K
$919K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
21.9KNew |
$474K - $497K
|
21.9K
$495K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20KNew |
$435K - $455K
|
20K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
17.8KNew |
$387K - $405K
|
17.8K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.7K+ 60.32% |
$363K - $380K
|
44.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
15.4KNew |
$334K - $350K
|
15.4K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.9K+ 29.39% |
$280K - $294K
|
56.9K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 86.45% |
$257K - $269K
|
25.5K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
9.11K+ 71.9% |
$198K - $207K
|
21.8K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.95K+ 76.31% |
$151K - $158K
|
16.1K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.39K+ 153.9% |
$117K - $122K
|
8.89K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.78K+ 376.3% |
$104K - $109K
|
6.05K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.33K+ 20.99% |
$72.3K - $75.7K
|
19.2K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.31KNew |
$71.9K - $75.3K
|
3.31K
$75.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.1KNew |
$45.6K - $47.7K
|
2.1K
$47.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.65K+ 10.65% |
$35.7K - $37.4K
|
17.1K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.44KNew |
$31.3K - $32.8K
|
1.44K
$32.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.22KNew |
$26.4K - $27.6K
|
1.22K
$27.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
558New |
$12.1K - $12.7K
|
558
$12.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
524+ 5.05% |
$11.4K - $11.9K
|
10.9K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
387+ 2.82% |
$8.4K - $8.8K
|
14.1K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$4.34K - $4.55K
|
200
$4.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-433- 0.95% |
$9.4K - $9.84K
|
45.2K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-450- 31.36% |
$9.77K - $10.2K
|
985
$22.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-734- 2.92% |
$15.9K - $16.7K
|
24.4K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 6.94% |
$21.7K - $22.7K
|
13.4K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.54K- 2.2% |
$33.5K - $35.1K
|
68.5K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-11.3K- 5.55% |
$245K - $256K
|
192K
$4.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.4K- 9.96% |
$270K - $283K
|
112K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-12.8K- 11.52% |
$278K - $291K
|
98.3K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.9K- 93.0% |
$345K - $362K
|
1.2K
$27.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.4K- 26.14% |
$529K - $554K
|
68.8K
$1.56M
|