Latest Institutional Purchases of First Tr ETF Fd Viii Cboe Vest (YSEP)
This list provides information on the latest institutional transactions involving First Tr ETF Fd Viii Cboe Vest (YSEP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
|
|
|
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
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.3KNew |
$458K - $520K
|
21.3K
$546K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.53KNew |
$183K - $208K
|
8.53K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.28KNew |
$135K - $153K
|
6.28K
$161K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5KNew |
$107K - $122K
|
5K
$128K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
185New |
$3.98K - $4.51K
|
185
$4.74K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159KNew |
$3.46M - $3.7M
|
159K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
127KNew |
$2.75M - $2.95M
|
127K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
98.3KNew |
$2.13M - $2.28M
|
98.3K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.8KNew |
$450K - $482K
|
20.8K
$533K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.07K+ 108.63% |
$23.2K - $24.8K
|
2.06K
$52.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3K+ 185.5% |
$572K - $599K
|
40.5K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20KNew |
$435K - $455K
|
20K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.22KNew |
$26.4K - $27.6K
|
1.22K
$31.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
524+ 5.05% |
$11.4K - $11.9K
|
10.9K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$4.34K - $4.55K
|
200
$5.13K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.3K+ 20.05% |
$424K - $465K
|
121K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
880New |
$18.4K - $20.2K
|
880
$22.6K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
57.6KNew |
$1.16M - $1.25M
|
57.6K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.3KNew |
$430K - $461K
|
21.3K
$546K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.6K+ 118.49% |
$234K - $261K
|
23.2K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.39KNew |
$119K - $132K
|
6.39K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.64K+ 9.45% |
$30.5K - $34K
|
19K
$487K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
520New |
$9.67K - $10.8K
|
520
$13.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8KNew |
$245K - $261K
|
12.8K
$329K
|
|