Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
133KNew |
$2.76M - $2.95M
|
133K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.2KNew |
$836K - $891K
|
40.2K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.9KNew |
$538K - $574K
|
25.9K
$563K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14.7KNew |
$306K - $326K
|
14.7K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.89K+ 23.28% |
$206K - $219K
|
52.4K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.84K+ 31.51% |
$142K - $152K
|
28.5K
$621K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.5K+ 4.32% |
$114K - $122K
|
133K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.08K+ 58.51% |
$84.8K - $90.3K
|
11K
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 1.46% |
$56.9K - $60.7K
|
190K
$4.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.01K+ 4.18% |
$21K - $22.4K
|
25.2K
$548K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
836+ 0.83% |
$17.4K - $18.5K
|
101K
$2.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
314+ 0.84% |
$6.53K - $6.96K
|
37.6K
$818K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
244+ 23.78% |
$5.08K - $5.41K
|
1.27K
$27.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
138+ 1.35% |
$2.87K - $3.06K
|
10.4K
$226K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15+ 0.27% |
$312 - $333
|
5.62K
$122K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-265- 1.49% |
$5.51K - $5.88K
|
17.5K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-554- 0.27% |
$11.5K - $12.3K
|
206K
$4.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-626- 1.0% |
$13K - $13.9K
|
62K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.9K- 63.61% |
$39.5K - $42.1K
|
1.09K
$23.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.42K- 97.23% |
$50.4K - $53.7K
|
69
$1.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.17K- 22.26% |
$107K - $115K
|
18K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 13.27% |
$296K - $316K
|
93.2K
$2.03M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.6K- 47.93% |
$428K - $456K
|
22.3K
$486K
|