Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
157KNew |
$3.37M - $3.82M
|
157K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.3KNew |
$458K - $520K
|
21.3K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2K+ 115.95% |
$284K - $322K
|
24.6K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.7K+ 6.49% |
$272K - $309K
|
208K
$5.17M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 29.94% |
$252K - $286K
|
50.9K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.86K+ 13.91% |
$212K - $240K
|
80.7K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.7K+ 15.59% |
$208K - $237K
|
71.9K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.53KNew |
$183K - $208K
|
8.53K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.28KNew |
$135K - $153K
|
6.28K
$156K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5KNew |
$107K - $122K
|
5K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.22KNew |
$90.8K - $103K
|
4.22K
$105K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.21K+ 41.37% |
$90.5K - $103K
|
14.4K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.11K+ 1.63% |
$88.3K - $100K
|
256K
$6.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.85K+ 41.54% |
$82.8K - $94K
|
13.1K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.35K+ 1.67% |
$71.9K - $81.6K
|
203K
$5.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.35K+ 8.96% |
$29K - $32.9K
|
16.4K
$408K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
604New |
$13K - $14.7K
|
604
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
385+ 1.66% |
$8.27K - $9.39K
|
23.6K
$587K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
185New |
$3.98K - $4.51K
|
185
$4.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 2.32% |
$688 - $781
|
1.35K
$33.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-50- 0.31% |
$1.07K - $1.22K
|
16.2K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-122- 0.02% |
$2.62K - $2.98K
|
520K
$12.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 6.26% |
$6.45K - $7.32K
|
4.5K
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-409- 2.42% |
$8.79K - $9.98K
|
16.5K
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.69K- 2.01% |
$57.9K - $65.7K
|
131K
$3.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.1K- 2.64% |
$110K - $124K
|
188K
$4.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5.35K- 1.96% |
$115K - $131K
|
267K
$6.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.12K- 15.28% |
$132K - $149K
|
33.9K
$844K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7K- 69.96% |
$150K - $171K
|
3.01K
$74.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.95K- 13.56% |
$171K - $194K
|
50.7K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.57K- 3.94% |
$184K - $209K
|
209K
$5.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-9.07K- 45.6% |
$195K - $221K
|
10.8K
$269K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$250K - $284K
|
61.5K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 18.3% |
$298K - $338K
|
61.9K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-17.6KClosed |
$379K - $430K
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-24.5K- 91.52% |
$526K - $597K
|
2.27K
$56.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.7K- 25.83% |
$832K - $944K
|
111K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-332K- 98.56% |
$7.13M - $8.09M
|
4.84K
$120K
|