Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
183KNew |
$4.4M - $4.68M
|
183K
$4.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
113K+ 42.36% |
$2.71M - $2.89M
|
381K
$9.76M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
37.8KNew |
$907K - $965K
|
37.8K
$970K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.5K+ 15.09% |
$756K - $804K
|
241K
$6.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6KNew |
$637K - $677K
|
26.6K
$681K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
26.5KNew |
$635K - $676K
|
26.5K
$679K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
20K+ 32.55% |
$480K - $510K
|
81.5K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.9K+ 20.92% |
$405K - $431K
|
97.6K
$2.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
16KNew |
$383K - $408K
|
16K
$410K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4KNew |
$297K - $316K
|
12.4K
$317K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9KNew |
$261K - $277K
|
10.9K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 14.92% |
$257K - $274K
|
82.6K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.55KNew |
$205K - $218K
|
8.55K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6K+ 4.82% |
$144K - $153K
|
131K
$3.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.82K+ 29.78% |
$116K - $123K
|
21K
$539K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.39K+ 112.77% |
$81.3K - $86.5K
|
6.4K
$164K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.21K+ 6.52% |
$53K - $56.4K
|
36.1K
$927K
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.99K+ 0.96% |
$47.8K - $50.8K
|
210K
$5.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.8KNew |
$43K - $45.8K
|
1.8K
$46K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 459.0% |
$33K - $35.1K
|
1.68K
$43K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
884+ 19.67% |
$21.2K - $22.5K
|
5.38K
$138K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
814+ 6.2% |
$19.5K - $20.8K
|
13.9K
$357K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
532+ 3.23% |
$12.8K - $13.6K
|
17K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
434+ 32.15% |
$10.4K - $11.1K
|
1.78K
$45.7K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
376+ 0.74% |
$9.01K - $9.59K
|
51.3K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
144+ 6.35% |
$3.45K - $3.67K
|
2.41K
$61.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-217- 35.93% |
$5.2K - $5.53K
|
387
$9.92K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-659- 0.5% |
$15.8K - $16.8K
|
130K
$3.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-860- 5.24% |
$20.6K - $21.9K
|
15.6K
$399K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.06K- 0.56% |
$25.4K - $27K
|
187K
$4.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.36K- 5.74% |
$32.5K - $34.6K
|
22.3K
$571K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.42K- 10.35% |
$34.1K - $36.3K
|
12.3K
$316K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.45K- 22.4% |
$82.7K - $88K
|
12K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.65K- 86.38% |
$87.4K - $93K
|
575
$14.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.04K- 28.1% |
$96.9K - $103K
|
10.4K
$265K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-8.06K- 74.47% |
$193K - $205K
|
2.76K
$70.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.45K- 34.35% |
$203K - $216K
|
16.2K
$414K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 29.64% |
$440K - $468K
|
43.5K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22K- 43.32% |
$526K - $560K
|
28.7K
$737K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.2K- 26.26% |
$1.61M - $1.71M
|
189K
$4.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-102K- 65.2% |
$2.45M - $2.6M
|
54.5K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-191K- 93.73% |
$4.57M - $4.86M
|
12.8K
$327K
|
|