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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38.7K+ 279.18% |
$869K - $991K
|
52.6K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
9.13KNew |
$205K - $234K
|
9.13K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
9.12KNew |
$205K - $233K
|
9.12K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.1KNew |
$204K - $233K
|
9.1K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.89K+ 58.7% |
$132K - $151K
|
15.9K
$407K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$89.7K - $102K
|
4K
$102K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.43K+ 19.83% |
$77K - $87.8K
|
20.7K
$530K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53K+ 20.07% |
$56.7K - $64.7K
|
15.1K
$386K
|
|
|
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 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
495New |
$11.1K - $12.7K
|
495
$12.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
395+ 3.14% |
$8.86K - $10.1K
|
13K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-278- 1.39% |
$6.24K - $7.11K
|
19.7K
$504K
|