Purchases and Sales Made in Q1 2025 in First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (YSEP) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
889K+ 1563.99% |
$19.3M - $20.6M
|
946K
$23M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
521KNew |
$11.3M - $12.1M
|
521K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
336KNew |
$7.29M - $7.81M
|
336K
$8.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
273KNew |
$5.91M - $6.33M
|
273K
$6.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
187K+ 3089.59% |
$4.05M - $4.34M
|
193K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159KNew |
$3.46M - $3.7M
|
159K
$3.88M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
127KNew |
$2.75M - $2.95M
|
127K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
98.3KNew |
$2.13M - $2.28M
|
98.3K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81K+ 117.71% |
$1.76M - $1.88M
|
150K
$3.65M
|
|
|
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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.4K+ 59.38% |
$572K - $613K
|
70.8K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24.6K+ 1173.0% |
$534K - $572K
|
26.7K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.8KNew |
$450K - $482K
|
20.8K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18K+ 9.87% |
$389K - $417K
|
200K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17.3K+ 79.18% |
$375K - $402K
|
39.2K
$954K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.8K+ 4.05% |
$212K - $228K
|
252K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.28KNew |
$201K - $215K
|
9.28K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.21K+ 10.53% |
$156K - $167K
|
75.7K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.04K+ 21.02% |
$87.4K - $93.7K
|
23.2K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.14K+ 1.63% |
$68K - $72.8K
|
195K
$4.76M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 12.6% |
$24.3K - $26K
|
10K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.09K+ 0.82% |
$23.5K - $25.2K
|
134K
$3.26M
|
|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-59- 4.09% |
$1.28K - $1.37K
|
1.38K
$33.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-248- 1.45% |
$5.37K - $5.76K
|
16.9K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-400- 12.08% |
$8.67K - $9.28K
|
2.91K
$70.9K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.89K- 8.68% |
$41K - $43.9K
|
19.9K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-2.77K- 15.53% |
$60K - $64.3K
|
15.1K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.56K- 25.22% |
$77.1K - $82.6K
|
10.5K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.21K- 4.28% |
$91.2K - $97.7K
|
94.1K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.36K- 29.98% |
$94.5K - $101K
|
10.2K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.19K- 11.47% |
$112K - $120K
|
40K
$975K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.54K- 7.6% |
$185K - $198K
|
104K
$2.53M
|
|
|
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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.4KClosed |
$528K - $566K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-888K- 93.8% |
$19.2M - $20.6M
|
58.6K
$1.43M
|