Latest Institutional Transactions on First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (YMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
9.12KNew |
$205K - $233K
|
9.12K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.5K+ 21.81% |
$56.1K - $63.9K
|
14K
$357K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.15K+ 12.5% |
$25.8K - $29.4K
|
10.4K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38.7K+ 279.18% |
$869K - $991K
|
52.6K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-278- 1.39% |
$6.24K - $7.11K
|
19.7K
$504K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
495New |
$11.1K - $12.7K
|
495
$12.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.1KNew |
$204K - $233K
|
9.1K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$89.7K - $102K
|
4K
$102K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53K+ 20.07% |
$56.7K - $64.7K
|
15.1K
$386K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.89K+ 58.7% |
$132K - $151K
|
15.9K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
9.13KNew |
$205K - $234K
|
9.13K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
395+ 3.14% |
$8.86K - $10.1K
|
13K
$332K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.17K- 26.12% |
$186K - $201K
|
23.1K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
472+ 3.84% |
$10.7K - $11.6K
|
12.8K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
307New |
$6.99K - $7.56K
|
307
$7.84K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
18.3K+ 96.27% |
$417K - $451K
|
37.4K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
199+ 2.18% |
$4.53K - $4.9K
|
9.34K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.09K- 36.86% |
$161K - $175K
|
12.2K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31KNew |
$29.8K - $32.2K
|
1.31K
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.86K- 20.5% |
$133K - $144K
|
22.7K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.06K+ 10.92% |
$24.2K - $26.1K
|
10.8K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1K+ 1.72% |
$22.8K - $24.6K
|
59.1K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-125K- 80.79% |
$2.86M - $3.09M
|
29.8K
$762K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-456- 31.32% |
$10.4K - $11.2K
|
1K
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.2K- 9.79% |
$960K - $1.04M
|
389K
$9.93M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
234+ 4.81% |
$5.33K - $5.76K
|
5.1K
$130K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
581New |
$13.2K - $14.3K
|
581
$14.8K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-957- 4.11% |
$21.8K - $23.6K
|
22.3K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.5KNew |
$194K - $209K
|
8.5K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2.41K- 3.28% |
$54.8K - $59.2K
|
71.1K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.3K+ 8.41% |
$463K - $501K
|
262K
$6.7M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
80+ 0.67% |
$1.82K - $1.97K
|
12K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.97K+ 14.0% |
$67.5K - $73K
|
24.2K
$617K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.67K+ 2.44% |
$198K - $213K
|
365K
$9.32M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 1.09% |
$4.1K - $4.43K
|
16.3K
$417K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 124.48% |
$399K - $431K
|
31.6K
$808K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.09K- 45.25% |
$24.8K - $26.8K
|
1.32K
$33.7K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
594+ 3.5% |
$13.5K - $14.6K
|
17.6K
$449K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.28K- 2.7% |
$120K - $130K
|
190K
$4.86M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-25.8K- 13.07% |
$587K - $635K
|
172K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-249- 1.53% |
$5.67K - $6.13K
|
16K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.3K+ 146.74% |
$325K - $351K
|
24K
$613K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.97K+ 35.53% |
$204K - $221K
|
34.2K
$874K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.6K- 12.53% |
$36.3K - $39.3K
|
11.1K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
827+ 63.62% |
$18.8K - $20.4K
|
2.13K
$54.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
20.5KNew |
$466K - $504K
|
20.5K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 1.74% |
$1.02K - $1.11K
|
2.63K
$67.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.46K- 17.06% |
$33.3K - $36K
|
7.11K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.8K- 9.27% |
$588K - $635K
|
253K
$6.46M
|
|