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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.1K- 2.64% |
$110K - $124K
|
188K
$4.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.35K+ 8.96% |
$29K - $32.9K
|
16.4K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
185New |
$3.98K - $4.51K
|
185
$4.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.95K- 13.56% |
$171K - $194K
|
50.7K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.21K+ 41.37% |
$90.5K - $103K
|
14.4K
$350K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$250K - $284K
|
61.5K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5.35K- 1.96% |
$115K - $131K
|
267K
$6.51M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.8KNew |
$450K - $482K
|
20.8K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17.3K+ 79.18% |
$375K - $402K
|
39.2K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.4KClosed |
$528K - $566K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.28KNew |
$201K - $215K
|
9.28K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
98.3KNew |
$2.13M - $2.28M
|
98.3K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18K+ 9.87% |
$389K - $417K
|
200K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.1K- 55.35% |
$306K - $328K
|
11.4K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.7K- 8.3% |
$427K - $457K
|
218K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.14K+ 1.63% |
$68K - $72.8K
|
195K
$4.76M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.89K- 8.68% |
$41K - $43.9K
|
19.9K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
127KNew |
$2.75M - $2.95M
|
127K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.04K+ 21.02% |
$87.4K - $93.7K
|
23.2K
$566K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159KNew |
$3.46M - $3.7M
|
159K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
521KNew |
$11.3M - $12.1M
|
521K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.8K+ 4.05% |
$212K - $228K
|
252K
$6.13M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 12.6% |
$24.3K - $26K
|
10K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.2KNew |
$1.35M - $1.44M
|
62.2K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-400- 12.08% |
$8.67K - $9.28K
|
2.91K
$70.9K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.4K+ 59.38% |
$572K - $613K
|
70.8K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.07K+ 108.63% |
$23.2K - $24.8K
|
2.06K
$50K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
176+ 1.1% |
$3.81K - $4.08K
|
16.2K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-248- 1.45% |
$5.37K - $5.76K
|
16.9K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.54K- 7.6% |
$185K - $198K
|
104K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.19K- 11.47% |
$112K - $120K
|
40K
$975K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.09K+ 0.82% |
$23.5K - $25.2K
|
134K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-59- 4.09% |
$1.28K - $1.37K
|
1.38K
$33.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.21K+ 10.53% |
$156K - $167K
|
75.7K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.56K- 25.22% |
$77.1K - $82.6K
|
10.5K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
336KNew |
$7.29M - $7.81M
|
336K
$8.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.21K- 4.28% |
$91.2K - $97.7K
|
94.1K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24.6K+ 1173.0% |
$534K - $572K
|
26.7K
$651K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.3K- 20.19% |
$656K - $688K
|
120K
$2.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20KNew |
$435K - $455K
|
20K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3K+ 185.5% |
$572K - $599K
|
40.5K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
558New |
$12.1K - $12.7K
|
558
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
15.4KNew |
$334K - $350K
|
15.4K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.9K- 93.0% |
$345K - $362K
|
1.2K
$29.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.22KNew |
$26.4K - $27.6K
|
1.22K
$29.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
524+ 5.05% |
$11.4K - $11.9K
|
10.9K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$4.34K - $4.55K
|
200
$4.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 6.94% |
$21.7K - $22.7K
|
13.4K
$327K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.9KNew |
$522K - $571K
|
24.9K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
880New |
$18.4K - $20.2K
|
880
$21.4K
|
|