Latest Institutional Transactions on First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information on the latest institutional transactions involving First Tr ETF Fd Viii Cboe Vest (YSEP) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5KNew |
$107K - $122K
|
5K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.28KNew |
$135K - $153K
|
6.28K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.22KNew |
$90.8K - $103K
|
4.22K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2K+ 115.95% |
$284K - $322K
|
24.6K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.7K+ 6.49% |
$272K - $309K
|
208K
$5.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.3KNew |
$458K - $520K
|
21.3K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.57K- 3.94% |
$184K - $209K
|
209K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.85K+ 41.54% |
$82.8K - $94K
|
13.1K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.7K- 25.83% |
$832K - $944K
|
111K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
385+ 1.66% |
$8.27K - $9.39K
|
23.6K
$587K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.7K+ 15.59% |
$208K - $237K
|
71.9K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-50- 0.31% |
$1.07K - $1.22K
|
16.2K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.53KNew |
$183K - $208K
|
8.53K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.86K+ 13.91% |
$212K - $240K
|
80.7K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.35K+ 1.67% |
$71.9K - $81.6K
|
203K
$5.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-122- 0.02% |
$2.62K - $2.98K
|
520K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.11K+ 1.63% |
$88.3K - $100K
|
256K
$6.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-409- 2.42% |
$8.79K - $9.98K
|
16.5K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-9.07K- 45.6% |
$195K - $221K
|
10.8K
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 2.32% |
$688 - $781
|
1.35K
$33.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 18.3% |
$298K - $338K
|
61.9K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-24.5K- 91.52% |
$526K - $597K
|
2.27K
$56.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.12K- 15.28% |
$132K - $149K
|
33.9K
$844K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7K- 69.96% |
$150K - $171K
|
3.01K
$74.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.69K- 2.01% |
$57.9K - $65.7K
|
131K
$3.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
157KNew |
$3.37M - $3.82M
|
157K
$3.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-332K- 98.56% |
$7.13M - $8.09M
|
4.84K
$120K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
604New |
$13K - $14.7K
|
604
$15K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 6.26% |
$6.45K - $7.32K
|
4.5K
$112K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.1K- 2.64% |
$110K - $124K
|
188K
$4.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.35K+ 8.96% |
$29K - $32.9K
|
16.4K
$408K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
185New |
$3.98K - $4.51K
|
185
$4.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.95K- 13.56% |
$171K - $194K
|
50.7K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$250K - $284K
|
61.5K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.21K+ 41.37% |
$90.5K - $103K
|
14.4K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5.35K- 1.96% |
$115K - $131K
|
267K
$6.65M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17.3K+ 79.18% |
$375K - $402K
|
39.2K
$974K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.8KNew |
$450K - $482K
|
20.8K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
98.3KNew |
$2.13M - $2.28M
|
98.3K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159KNew |
$3.46M - $3.7M
|
159K
$3.97M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
127KNew |
$2.75M - $2.95M
|
127K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-400- 12.08% |
$8.67K - $9.28K
|
2.91K
$72.4K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.07K+ 108.63% |
$23.2K - $24.8K
|
2.06K
$51.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.54K- 7.6% |
$185K - $198K
|
104K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.56K- 25.22% |
$77.1K - $82.6K
|
10.5K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.21K- 4.28% |
$91.2K - $97.7K
|
94.1K
$2.34M
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20KNew |
$435K - $455K
|
20K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3K+ 185.5% |
$572K - $599K
|
40.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
15.4KNew |
$334K - $350K
|
15.4K
$383K
|
|