Latest Institutional Transactions on First Tr ETF Fd Viii Cboe Vest (QSPT)
This table provides information on the latest institutional transactions involving First Tr ETF Fd Viii Cboe Vest (QSPT) 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 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.43K+ 6.36% |
$90.9K - $96.7K
|
57.4K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
7.54KNew |
$200K - $212K
|
7.54K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.2K+ 24.34% |
$1.6M - $1.7M
|
308K
$8.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70- 0.57% |
$1.86K - $1.97K
|
12.2K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.66K- 19.41% |
$43.9K - $46.7K
|
6.88K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-190- 0.48% |
$5.04K - $5.35K
|
39.1K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.1K- 15.74% |
$400K - $425K
|
80.8K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.65K- 78.5% |
$43.7K - $46.5K
|
452
$12.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 48.85% |
$3.26M - $3.46M
|
129K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20KNew |
$530K - $563K
|
20K
$564K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-676- 1.31% |
$17.9K - $19K
|
50.8K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$125K - $132K
|
4.7K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
550KNew |
$14.6M - $15.5M
|
550K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
16.1KNew |
$428K - $455K
|
16.1K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 0.72% |
$2.52K - $2.68K
|
13.3K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.4K+ 4.12% |
$37K - $39.4K
|
35.3K
$997K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-11K- 31.17% |
$290K - $309K
|
24.2K
$683K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
16.2KNew |
$430K - $458K
|
16.2K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23- 0.21% |
$610 - $648
|
10.9K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
18.1KNew |
$480K - $510K
|
18.1K
$511K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.84KNew |
$48.8K - $51.9K
|
1.84K
$51.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.24K- 1.2% |
$33K - $35.1K
|
102K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
39.3K+ 143.5% |
$1.04M - $1.11M
|
66.7K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.41K+ 40.03% |
$90.3K - $96K
|
11.9K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.18KNew |
$217K - $231K
|
8.18K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-650- 1.88% |
$17.2K - $18.3K
|
33.9K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8.94KNew |
$237K - $252K
|
8.94K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 9.09% |
$1.33K - $1.41K
|
500
$14.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-359- 2.16% |
$9.51K - $10.1K
|
16.3K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 20.65% |
$268K - $285K
|
59K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.2K+ 64.49% |
$429K - $456K
|
41.3K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.85K+ 38.74% |
$102K - $108K
|
13.8K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.88K+ 24.58% |
$182K - $194K
|
34.9K
$983K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.2KNew |
$281K - $301K
|
11.2K
$317K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.27K+ 65.71% |
$56.9K - $60.9K
|
5.73K
$162K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.93K- 10.9% |
$48.2K - $51.6K
|
15.7K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1K+ 111.0% |
$278K - $298K
|
21.1K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-485- 3.51% |
$12.1K - $13K
|
13.3K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
578+ 5.35% |
$14.5K - $15.5K
|
11.4K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
613+ 73.86% |
$15.3K - $16.4K
|
1.44K
$40.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.8K+ 269.63% |
$1.07M - $1.15M
|
58.6K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.08K- 22.68% |
$52.1K - $55.8K
|
7.1K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.3K+ 35.23% |
$1.33M - $1.43M
|
205K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 6.5% |
$59.7K - $64K
|
39.1K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.1KNew |
$479K - $513K
|
19.1K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.2KNew |
$306K - $327K
|
12.2K
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39+ 5.63% |
$977 - $1.05K
|
732
$20.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
90+ 0.18% |
$2.25K - $2.41K
|
50.2K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.6K- 35.41% |
$567K - $607K
|
41.3K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.02K- 4.41% |
$25.6K - $27.4K
|
22.1K
$624K
|
|