Latest Institutional Transactions on First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information on the latest institutional transactions involving First Tr ETF Fd Viii Cboe Vest (YSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20KNew |
$435K - $455K
|
20K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3K+ 185.5% |
$572K - $599K
|
40.5K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
558New |
$12.1K - $12.7K
|
558
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
15.4KNew |
$334K - $350K
|
15.4K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 86.45% |
$257K - $269K
|
25.5K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.54K- 2.2% |
$33.5K - $35.1K
|
68.5K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
21.9KNew |
$474K - $497K
|
21.9K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.31KNew |
$71.9K - $75.3K
|
3.31K
$75.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
9.11K+ 71.9% |
$198K - $207K
|
21.8K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-734- 2.92% |
$15.9K - $16.7K
|
24.4K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.33K+ 20.99% |
$72.3K - $75.7K
|
19.2K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
182KNew |
$3.95M - $4.14M
|
182K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.7K+ 60.32% |
$363K - $380K
|
44.5K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-433- 0.95% |
$9.4K - $9.84K
|
45.2K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-11.3K- 5.55% |
$245K - $256K
|
192K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.9K- 93.0% |
$345K - $362K
|
1.2K
$27.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.4K+ 34.78% |
$1.35M - $1.42M
|
242K
$5.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-12.8K- 11.52% |
$278K - $291K
|
98.3K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.39K+ 153.9% |
$117K - $122K
|
8.89K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
387+ 2.82% |
$8.4K - $8.8K
|
14.1K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.44KNew |
$31.3K - $32.8K
|
1.44K
$32.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.4K- 26.14% |
$529K - $554K
|
68.8K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.22KNew |
$26.4K - $27.6K
|
1.22K
$27.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
237KNew |
$5.15M - $5.4M
|
237K
$5.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.1KNew |
$45.6K - $47.7K
|
2.1K
$47.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-450- 31.36% |
$9.77K - $10.2K
|
985
$22.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.65K+ 10.65% |
$35.7K - $37.4K
|
17.1K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.95K+ 76.31% |
$151K - $158K
|
16.1K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
524+ 5.05% |
$11.4K - $11.9K
|
10.9K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$4.34K - $4.55K
|
200
$4.55K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.78K+ 376.3% |
$104K - $109K
|
6.05K
$138K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.9K+ 29.39% |
$280K - $294K
|
56.9K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
17.8KNew |
$387K - $405K
|
17.8K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
133KNew |
$2.88M - $3.02M
|
133K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 6.94% |
$21.7K - $22.7K
|
13.4K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.4K- 9.96% |
$270K - $283K
|
112K
$2.56M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.9KNew |
$522K - $571K
|
24.9K
$567K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
880New |
$18.4K - $20.2K
|
880
$20K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 2.94% |
$23.1K - $25.3K
|
36.5K
$830K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
43.8KNew |
$918K - $1M
|
43.8K
$997K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-820- 14.6% |
$17.2K - $18.8K
|
4.8K
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-221- 0.88% |
$4.63K - $5.07K
|
25K
$568K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.3K+ 20.05% |
$424K - $465K
|
121K
$2.76M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.2KNew |
$836K - $891K
|
40.2K
$914K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
57.6KNew |
$1.16M - $1.25M
|
57.6K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.24K- 13.87% |
$45.3K - $48.5K
|
13.9K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.3KNew |
$430K - $461K
|
21.3K
$485K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
13.8KNew |
$278K - $298K
|
13.8K
$313K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.49K- 35.86% |
$102K - $114K
|
9.82K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.64K+ 9.45% |
$30.5K - $34K
|
19K
$432K
|
|