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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13K- 62.57% |
$325K - $348K
|
7.76K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
748New |
$18.7K - $20.1K
|
748
$21.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-374K- 99.8% |
$9.37M - $10M
|
732
$20.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.45K+ 7.27% |
$212K - $227K
|
125K
$3.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8KNew |
$345K - $370K
|
13.8K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.17K+ 25.19% |
$54.3K - $58.2K
|
10.8K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 1.24% |
$2.63K - $2.82K
|
8.34K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 13.57% |
$253K - $271K
|
84.7K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 587.93% |
$3.2M - $3.43M
|
150K
$4.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-580- 2.81% |
$14.5K - $15.6K
|
20.1K
$566K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.97K+ 3.39% |
$74.4K - $79.7K
|
90.7K
$2.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-582- 4.61% |
$14.6K - $15.6K
|
12.1K
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.78K- 18.03% |
$44.6K - $47.8K
|
8.09K
$228K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.44KNew |
$228K - $246K
|
9.44K
$266K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.8KNew |
$358K - $386K
|
14.8K
$419K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-65.8K- 84.27% |
$1.59M - $1.71M
|
12.3K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.65K- 36.93% |
$137K - $147K
|
9.65K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-305- 30.62% |
$7.37K - $7.94K
|
691
$19.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.83K+ 11.55% |
$92.4K - $99.6K
|
37K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3.2KNew |
$77.3K - $83.3K
|
3.2K
$90.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1K- 3.35% |
$23.4K - $25K
|
28.9K
$814K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
381K+ 223.0% |
$8.9M - $9.52M
|
552K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.5KNew |
$316K - $338K
|
13.5K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.06KNew |
$188K - $201K
|
8.06K
$227K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.36KNew |
$195K - $209K
|
8.36K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.49KNew |
$198K - $212K
|
8.49K
$240K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.37K+ 18.51% |
$49.9K - $56.4K
|
15.1K
$427K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47K+ 97.87% |
$31K - $35K
|
2.97K
$83.8K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.05KNew |
$107K - $120K
|
5.05K
$142K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8.43KNew |
$178K - $201K
|
8.43K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.19KNew |
$194K - $219K
|
9.19K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.03KNew |
$85K - $96K
|
4.03K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
55New |
$1.16K - $1.31K
|
55
$1.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-163K- 92.59% |
$3.44M - $3.89M
|
13K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
17.6KNew |
$372K - $420K
|
17.6K
$497K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.35K+ 36.16% |
$70.7K - $79.8K
|
12.6K
$356K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
443New |
$9.36K - $10.6K
|
443
$12.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.36KNew |
$49.7K - $56.2K
|
2.36K
$66.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
68.2KNew |
$1.44M - $1.63M
|
68.2K
$1.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30.3KNew |
$641K - $724K
|
30.3K
$856K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$277K - $288K
|
13K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-55.6K- 68.48% |
$1.18M - $1.23M
|
25.6K
$722K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5K+ 102.18% |
$31.9K - $33.2K
|
2.97K
$83.8K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
6.58K+ 40.46% |
$140K - $146K
|
22.8K
$644K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.08K- 74.47% |
$86.8K - $90.4K
|
1.4K
$39.5K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
384New |
$7.23K - $8.19K
|
384
$10.8K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.45KNew |
$56.7K - $66.6K
|
3.45K
$97.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
240+ 2.15% |
$3.94K - $4.63K
|
11.4K
$322K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
70.9KNew |
$1.15M - $1.27M
|
70.9K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
167New |
$2.71K - $2.98K
|
167
$4.71K
|
|