Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
8.96KNew |
$226K - $231K
|
8.96K
$230K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.78K+ 53.11% |
$146K - $149K
|
16.7K
$427K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.74K+ 19.98% |
$145K - $148K
|
34.5K
$884K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.51K+ 53.22% |
$139K - $142K
|
15.9K
$407K
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.75K+ 0.72% |
$69.3K - $70.8K
|
383K
$9.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.34KNew |
$33.8K - $34.5K
|
1.34K
$34.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.06K+ 1.94% |
$26.7K - $27.3K
|
55.6K
$1.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.02KNew |
$25.8K - $26.3K
|
1.02K
$26.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.05K- 5.43% |
$51.8K - $52.9K
|
35.8K
$918K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.03K- 4.94% |
$102K - $104K
|
77.5K
$1.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10.3K- 5.54% |
$261K - $267K
|
176K
$4.52M
|
|