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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
376+ 0.74% |
$9.01K - $9.59K
|
51.3K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6K+ 4.82% |
$144K - $153K
|
131K
$3.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.5K+ 15.09% |
$756K - $804K
|
241K
$6.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.9K+ 20.92% |
$405K - $431K
|
97.6K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.45K- 34.35% |
$203K - $216K
|
16.2K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-191K- 93.73% |
$4.57M - $4.86M
|
12.8K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.99K+ 0.96% |
$47.8K - $50.8K
|
210K
$5.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.45K- 22.4% |
$82.7K - $88K
|
12K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
814+ 6.2% |
$19.5K - $20.8K
|
13.9K
$357K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6KNew |
$637K - $677K
|
26.6K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.65K- 86.38% |
$87.4K - $93K
|
575
$14.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
434+ 32.15% |
$10.4K - $11.1K
|
1.78K
$45.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 29.64% |
$440K - $468K
|
43.5K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 459.0% |
$33K - $35.1K
|
1.68K
$43K
|
|
|
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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.39K+ 112.77% |
$81.3K - $86.5K
|
6.4K
$164K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 14.92% |
$257K - $274K
|
82.6K
$2.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
183KNew |
$4.4M - $4.68M
|
183K
$4.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
532+ 3.23% |
$12.8K - $13.6K
|
17K
$436K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.36K- 5.74% |
$32.5K - $34.6K
|
22.3K
$571K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-659- 0.5% |
$15.8K - $16.8K
|
130K
$3.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-217- 35.93% |
$5.2K - $5.53K
|
387
$9.92K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.42K- 10.35% |
$34.1K - $36.3K
|
12.3K
$316K
|
|
|
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
|
Integrity Financial Corp
|
SELL
|
- |
-8.06K- 74.47% |
$193K - $205K
|
2.76K
$70.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.21K+ 6.52% |
$53K - $56.4K
|
36.1K
$927K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
16KNew |
$383K - $408K
|
16K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.82K+ 29.78% |
$116K - $123K
|
21K
$539K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.04K- 28.1% |
$96.9K - $103K
|
10.4K
$265K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
20K+ 32.55% |
$480K - $510K
|
81.5K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-102K- 65.2% |
$2.45M - $2.6M
|
54.5K
$1.4M
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.2K- 26.26% |
$1.61M - $1.71M
|
189K
$4.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.06K- 0.56% |
$25.4K - $27K
|
187K
$4.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22K- 43.32% |
$526K - $560K
|
28.7K
$737K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
884+ 19.67% |
$21.2K - $22.5K
|
5.38K
$138K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.55KNew |
$205K - $218K
|
8.55K
$219K
|
|
|
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 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
113K+ 42.36% |
$2.71M - $2.89M
|
381K
$9.76M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
26.5KNew |
$635K - $676K
|
26.5K
$679K
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5KNew |
$107K - $122K
|
5K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.3KNew |
$458K - $520K
|
21.3K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.28KNew |
$135K - $153K
|
6.28K
$161K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-122- 0.02% |
$2.62K - $2.98K
|
520K
$13.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.53KNew |
$183K - $208K
|
8.53K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-332K- 98.56% |
$7.13M - $8.09M
|
4.84K
$124K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
185New |
$3.98K - $4.51K
|
185
$4.74K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.8KNew |
$450K - $482K
|
20.8K
$533K
|
|