Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.4K- 26.14% |
$529K - $554K
|
68.8K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.9K- 93.0% |
$345K - $362K
|
1.2K
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-12.8K- 11.52% |
$278K - $291K
|
98.3K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.4K- 9.96% |
$270K - $283K
|
112K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-11.3K- 5.55% |
$245K - $256K
|
192K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.54K- 2.2% |
$33.5K - $35.1K
|
68.5K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 6.94% |
$21.7K - $22.7K
|
13.4K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-734- 2.92% |
$15.9K - $16.7K
|
24.4K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-450- 31.36% |
$9.77K - $10.2K
|
985
$22.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-433- 0.95% |
$9.4K - $9.84K
|
45.2K
$1.05M
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 2.94% |
$23.1K - $25.3K
|
36.5K
$844K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-820- 14.6% |
$17.2K - $18.8K
|
4.8K
$111K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-221- 0.88% |
$4.63K - $5.07K
|
25K
$577K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.24K- 13.87% |
$45.3K - $48.5K
|
13.9K
$322K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.49K- 35.86% |
$102K - $114K
|
9.82K
$227K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-319- 0.68% |
$5.76K - $6.14K
|
46.6K
$1.08M
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-1.3K- 5.09% |
$20.4K - $23.9K
|
24.2K
$560K
|
|
| Q2 2022 | |||||||
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$176K - $197K
|
0
$0
|
|