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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.9KNew |
$522K - $571K
|
24.9K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.7K- 45.1% |
$244K - $267K
|
14.2K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$286K - $314K
|
13.7K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.11KNew |
$191K - $209K
|
9.11K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.39K+ 24.14% |
$113K - $124K
|
27.7K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5+ 0.01% |
$105 - $115
|
93.2K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.83K+ 43.7% |
$101K - $111K
|
15.9K
$346K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.99K- 1.45% |
$62.5K - $68.5K
|
203K
$4.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.72K- 12.83% |
$141K - $154K
|
45.7K
$997K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.41K+ 222.08% |
$50.5K - $55.3K
|
3.5K
$76.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
880New |
$18.4K - $20.2K
|
880
$19.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.5KNew |
$324K - $355K
|
15.5K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.78K- 21.58% |
$79K - $86.5K
|
13.7K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.11K+ 13.09% |
$170K - $186K
|
70.1K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 2.94% |
$23.1K - $25.3K
|
36.5K
$797K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25.9K+ 143.65% |
$542K - $594K
|
43.9K
$960K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
43.8KNew |
$918K - $1M
|
43.8K
$958K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-820- 14.6% |
$17.2K - $18.8K
|
4.8K
$105K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-21.8K- 16.37% |
$455K - $499K
|
111K
$2.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
12.7KNew |
$265K - $290K
|
12.7K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.3K+ 20.05% |
$424K - $465K
|
121K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.2K- 5.39% |
$214K - $235K
|
179K
$3.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-221- 0.88% |
$4.63K - $5.07K
|
25K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 2.04% |
$6.28K - $6.88K
|
14.4K
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.43K- 12.02% |
$71.8K - $78.7K
|
25.1K
$549K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.9K- 5.96% |
$165K - $181K
|
125K
$2.73M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.2KNew |
$836K - $891K
|
40.2K
$877K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.42K- 97.23% |
$50.4K - $53.7K
|
69
$1.51K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
138+ 1.35% |
$2.87K - $3.06K
|
10.4K
$227K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
244+ 23.78% |
$5.08K - $5.41K
|
1.27K
$27.7K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
57.6KNew |
$1.16M - $1.25M
|
57.6K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.24K- 13.87% |
$45.3K - $48.5K
|
13.9K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.3KNew |
$430K - $461K
|
21.3K
$465K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
13.8KNew |
$278K - $298K
|
13.8K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1KNew |
$346K - $370K
|
17.1K
$374K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.49K- 35.86% |
$102K - $114K
|
9.82K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.64K+ 9.45% |
$30.5K - $34K
|
19K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.39KNew |
$119K - $132K
|
6.39K
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$5.58K - $6.22K
|
300
$6.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.6K+ 118.49% |
$234K - $261K
|
23.2K
$507K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
520New |
$9.67K - $10.8K
|
520
$11.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 34.84% |
$9.3K - $10.4K
|
1.94K
$42.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8KNew |
$245K - $261K
|
12.8K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
634New |
$12.1K - $12.9K
|
634
$13.8K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.73KNew |
$110K - $115K
|
5.73K
$125K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9KNew |
$197K - $210K
|
10.9K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.25KNew |
$58.7K - $62.5K
|
3.25K
$71K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.93KNew |
$34.9K - $37.2K
|
1.93K
$42.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.62K+ 9.92% |
$138K - $147K
|
84.4K
$1.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-319- 0.68% |
$5.76K - $6.14K
|
46.6K
$1.02M
|
|