Latest Institutional Sells of First Tr ETF Fd Viii Cboe Vest (YSEP)
This list provides information on the latest institutional transactions involving First Tr ETF Fd Viii Cboe Vest (YSEP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$250K - $284K
|
61.5K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.95K- 13.56% |
$171K - $194K
|
50.7K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5.35K- 1.96% |
$115K - $131K
|
267K
$6.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.1K- 2.64% |
$110K - $124K
|
188K
$4.57M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.4KClosed |
$528K - $566K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.7K- 8.3% |
$427K - $457K
|
218K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.1K- 55.35% |
$306K - $328K
|
11.4K
$277K
|
|
|
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 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.21K- 4.28% |
$91.2K - $97.7K
|
94.1K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.56K- 25.22% |
$77.1K - $82.6K
|
10.5K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.89K- 8.68% |
$41K - $43.9K
|
19.9K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-400- 12.08% |
$8.67K - $9.28K
|
2.91K
$70.9K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-248- 1.45% |
$5.37K - $5.76K
|
16.9K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-59- 4.09% |
$1.28K - $1.37K
|
1.38K
$33.7K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.3K- 20.19% |
$656K - $688K
|
120K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.9K- 93.0% |
$345K - $362K
|
1.2K
$29.2K
|
|
|
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 | |||||||
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 2.94% |
$23.1K - $25.3K
|
36.5K
$889K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-820- 14.6% |
$17.2K - $18.8K
|
4.8K
$117K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-221- 0.88% |
$4.63K - $5.07K
|
25K
$608K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.24K- 13.87% |
$45.3K - $48.5K
|
13.9K
$339K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.49K- 35.86% |
$102K - $114K
|
9.82K
$239K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-319- 0.68% |
$5.76K - $6.14K
|
46.6K
$1.13M
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-1.3K- 5.09% |
$20.4K - $23.9K
|
24.2K
$590K
|
|
| Q2 2022 | |||||||
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$176K - $197K
|
0
$0
|
|