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 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-332K- 98.56% |
$7.13M - $8.09M
|
4.84K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.7K- 25.83% |
$832K - $944K
|
111K
$2.76M
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 18.3% |
$298K - $338K
|
61.9K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$250K - $284K
|
61.5K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-9.07K- 45.6% |
$195K - $221K
|
10.8K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.57K- 3.94% |
$184K - $209K
|
209K
$5.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.95K- 13.56% |
$171K - $194K
|
50.7K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7K- 69.96% |
$150K - $171K
|
3.01K
$74.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.12K- 15.28% |
$132K - $149K
|
33.9K
$844K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5.35K- 1.96% |
$115K - $131K
|
267K
$6.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.1K- 2.64% |
$110K - $124K
|
188K
$4.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.69K- 2.01% |
$57.9K - $65.7K
|
131K
$3.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-409- 2.42% |
$8.79K - $9.98K
|
16.5K
$409K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 6.26% |
$6.45K - $7.32K
|
4.5K
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-122- 0.02% |
$2.62K - $2.98K
|
520K
$12.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-50- 0.31% |
$1.07K - $1.22K
|
16.2K
$403K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 2.32% |
$688 - $781
|
1.35K
$33.6K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.54K- 7.6% |
$185K - $198K
|
104K
$2.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.21K- 4.28% |
$91.2K - $97.7K
|
94.1K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.56K- 25.22% |
$77.1K - $82.6K
|
10.5K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-400- 12.08% |
$8.67K - $9.28K
|
2.91K
$72.4K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.9K- 93.0% |
$345K - $362K
|
1.2K
$29.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 6.94% |
$21.7K - $22.7K
|
13.4K
$334K
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 2.94% |
$23.1K - $25.3K
|
36.5K
$908K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-221- 0.88% |
$4.63K - $5.07K
|
25K
$621K
|
|
| 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
$347K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.49K- 35.86% |
$102K - $114K
|
9.82K
$244K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-319- 0.68% |
$5.76K - $6.14K
|
46.6K
$1.16M
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-1.3K- 5.09% |
$20.4K - $23.9K
|
24.2K
$603K
|
|
| Q2 2022 | |||||||
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$176K - $197K
|
0
$0
|
|