Purchases and Sales Made in Q4 2024 in First Tr ETF Fd Viii Cboe Vest (QSPT)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (QSPT) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
550KNew |
$14.6M - $15.5M
|
550K
$15.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.2K+ 24.34% |
$1.6M - $1.7M
|
308K
$8.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
39.3K+ 143.5% |
$1.04M - $1.11M
|
66.7K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
39K+ 94.49% |
$1.03M - $1.1M
|
80.3K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
30.4KNew |
$806K - $858K
|
30.4K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 13.25% |
$718K - $764K
|
232K
$6.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20KNew |
$530K - $563K
|
20K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
18.1KNew |
$480K - $510K
|
18.1K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
16.2KNew |
$430K - $458K
|
16.2K
$460K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.2K+ 64.49% |
$429K - $456K
|
41.3K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
16.1KNew |
$428K - $455K
|
16.1K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.8KNew |
$418K - $445K
|
15.8K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5K+ 98.77% |
$412K - $438K
|
31.3K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.9KNew |
$316K - $336K
|
11.9K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 20.65% |
$268K - $285K
|
59K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8.94KNew |
$237K - $252K
|
8.94K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.18KNew |
$217K - $231K
|
8.18K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
7.54KNew |
$200K - $212K
|
7.54K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.88K+ 24.58% |
$182K - $194K
|
34.9K
$988K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$125K - $132K
|
4.7K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.27KNew |
$113K - $120K
|
4.27K
$121K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.85K+ 38.74% |
$102K - $108K
|
13.8K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.43K+ 6.36% |
$90.9K - $96.7K
|
57.4K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.41K+ 40.03% |
$90.3K - $96K
|
11.9K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.84KNew |
$48.8K - $51.9K
|
1.84K
$52.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.41K+ 11.71% |
$37.4K - $39.8K
|
13.5K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.4K+ 4.12% |
$37K - $39.4K
|
35.3K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.27KNew |
$33.5K - $35.6K
|
1.27K
$35.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
500New |
$13.3K - $14.1K
|
500
$14.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 0.72% |
$2.52K - $2.68K
|
13.3K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23- 0.21% |
$610 - $648
|
10.9K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 9.09% |
$1.33K - $1.41K
|
500
$14.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 1.24% |
$1.33K - $1.41K
|
3.98K
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70- 0.57% |
$1.86K - $1.97K
|
12.2K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-190- 0.48% |
$5.04K - $5.35K
|
39.1K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-300- 0.6% |
$7.95K - $8.45K
|
49.9K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-359- 2.16% |
$9.51K - $10.1K
|
16.3K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-650- 1.88% |
$17.2K - $18.3K
|
33.9K
$961K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-676- 1.31% |
$17.9K - $19K
|
50.8K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 2.69% |
$27.8K - $29.6K
|
38K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.24K- 1.2% |
$33K - $35.1K
|
102K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.49K- 11.21% |
$39.6K - $42.1K
|
11.8K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.65K- 78.5% |
$43.7K - $46.5K
|
452
$12.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.66K- 19.41% |
$43.9K - $46.7K
|
6.88K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-11K- 31.17% |
$290K - $309K
|
24.2K
$686K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.1K- 15.74% |
$400K - $425K
|
80.8K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 48.85% |
$3.26M - $3.46M
|
129K
$3.65M
|