Purchases and Sales Made in Q4 2025 in Frst Tr Ex Trd Viii Cboe Vest (XSEP)
This table provides information about the institutional ownership of Frst Tr Ex Trd Viii Cboe Vest (XSEP) during Q4 2025. The information is specifically focused on institutions that hold shares of FRST TR EX TRD VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Sage Guard Financial Group, LLC
Goodlettsville, TN |
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Imc Chicago, LLC
|
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.78KNew |
N/A
|
4.78K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.19K+ 42.39% |
N/A
|
7.35K
$0
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
567+ 11.63% |
N/A
|
5.44K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
207+ 1293.75% |
N/A
|
223
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-269- 3.64% |
N/A
|
7.12K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-269- 3.86% |
N/A
|
6.7K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-675- 1.25% |
N/A
|
53.3K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-805- 14.01% |
N/A
|
4.94K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.3K- 6.25% |
N/A
|
19.5K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.61K- 4.14% |
N/A
|
37.2K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.11K- 24.58% |
N/A
|
15.7K
$0
|
|