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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.05K- 5.43% |
$51.8K - $52.9K
|
35.8K
$918K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-191K- 93.73% |
$4.57M - $4.86M
|
12.8K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-102K- 65.2% |
$2.45M - $2.6M
|
54.5K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.2K- 26.26% |
$1.61M - $1.71M
|
189K
$4.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22K- 43.32% |
$526K - $560K
|
28.7K
$737K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 29.64% |
$440K - $468K
|
43.5K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.45K- 34.35% |
$203K - $216K
|
16.2K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-8.06K- 74.47% |
$193K - $205K
|
2.76K
$70.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.04K- 28.1% |
$96.9K - $103K
|
10.4K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.65K- 86.38% |
$87.4K - $93K
|
575
$14.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.45K- 22.4% |
$82.7K - $88K
|
12K
$306K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.42K- 10.35% |
$34.1K - $36.3K
|
12.3K
$316K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.36K- 5.74% |
$32.5K - $34.6K
|
22.3K
$571K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.06K- 0.56% |
$25.4K - $27K
|
187K
$4.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-860- 5.24% |
$20.6K - $21.9K
|
15.6K
$399K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-659- 0.5% |
$15.8K - $16.8K
|
130K
$3.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-217- 35.93% |
$5.2K - $5.53K
|
387
$9.92K
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-332K- 98.56% |
$7.13M - $8.09M
|
4.84K
$124K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-122- 0.02% |
$2.62K - $2.98K
|
520K
$13.3M
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.54K- 7.6% |
$185K - $198K
|
104K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.21K- 4.28% |
$91.2K - $97.7K
|
94.1K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.56K- 25.22% |
$77.1K - $82.6K
|
10.5K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-400- 12.08% |
$8.67K - $9.28K
|
2.91K
$74.7K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.9K- 93.0% |
$345K - $362K
|
1.2K
$30.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 6.94% |
$21.7K - $22.7K
|
13.4K
$344K
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 2.94% |
$23.1K - $25.3K
|
36.5K
$936K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-221- 0.88% |
$4.63K - $5.07K
|
25K
$640K
|
|
| 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
$357K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.49K- 35.86% |
$102K - $114K
|
9.82K
$252K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-319- 0.68% |
$5.76K - $6.14K
|
46.6K
$1.19M
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-1.3K- 5.09% |
$20.4K - $23.9K
|
24.2K
$621K
|
|
| Q2 2022 | |||||||
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$176K - $197K
|
0
$0
|
|