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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.31K+ 29.91% |
$158K - $169K
|
27.4K
$756K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.2KNew |
$281K - $301K
|
11.2K
$310K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.27K+ 65.71% |
$56.9K - $60.9K
|
5.73K
$158K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.93K- 10.9% |
$48.2K - $51.6K
|
15.7K
$434K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1K+ 111.0% |
$278K - $298K
|
21.1K
$582K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.59K- 4.79% |
$64.8K - $69.4K
|
51.5K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-485- 3.51% |
$12.1K - $13K
|
13.3K
$368K
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
578+ 5.35% |
$14.5K - $15.5K
|
11.4K
$314K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
613+ 73.86% |
$15.3K - $16.4K
|
1.44K
$39.8K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.8K+ 269.63% |
$1.07M - $1.15M
|
58.6K
$1.62M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.2K+ 15.76% |
$857K - $919K
|
252K
$6.94M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.87K- 18.3% |
$197K - $211K
|
35.1K
$970K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.9K+ 71.36% |
$1M - $1.07M
|
95.9K
$2.64M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.3K+ 35.23% |
$1.33M - $1.43M
|
205K
$5.64M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.08K- 22.68% |
$52.1K - $55.8K
|
7.1K
$196K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 6.5% |
$59.7K - $64K
|
39.1K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.2KNew |
$306K - $327K
|
12.2K
$337K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-629- 23.03% |
$15.8K - $16.9K
|
2.1K
$58K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.1KNew |
$479K - $513K
|
19.1K
$527K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.33K- 4.14% |
$58.4K - $62.5K
|
53.9K
$1.49M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.3K- 10.65% |
$32.5K - $34.9K
|
10.9K
$301K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39+ 5.63% |
$977 - $1.05K
|
732
$20.2K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
90+ 0.18% |
$2.25K - $2.41K
|
50.2K
$1.38M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.02K- 4.41% |
$25.6K - $27.4K
|
22.1K
$610K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.6K- 35.41% |
$567K - $607K
|
41.3K
$1.14M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
334+ 0.99% |
$8.36K - $8.96K
|
33.9K
$936K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13K- 62.57% |
$325K - $348K
|
7.76K
$214K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
748New |
$18.7K - $20.1K
|
748
$20.6K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 0.11% |
$225 - $241
|
8.54K
$235K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.38K- 10.1% |
$34.7K - $37.1K
|
12.3K
$340K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.8K+ 21.95% |
$220K - $236K
|
48.9K
$1.35M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-250- 0.72% |
$6.26K - $6.71K
|
34.6K
$953K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.45K+ 7.27% |
$212K - $227K
|
125K
$3.44M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-374K- 99.8% |
$9.37M - $10M
|
732
$20.2K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-725- 0.7% |
$18.2K - $19.5K
|
103K
$2.85M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8KNew |
$345K - $370K
|
13.8K
$380K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.17K+ 25.19% |
$54.3K - $58.2K
|
10.8K
$297K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.51KNew |
$213K - $228K
|
8.51K
$235K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 1.24% |
$2.63K - $2.82K
|
8.34K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.7K+ 20.3% |
$1.05M - $1.12M
|
247K
$6.83M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 587.93% |
$3.2M - $3.43M
|
150K
$4.13M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 13.57% |
$253K - $271K
|
84.7K
$2.34M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-580- 2.81% |
$14.5K - $15.6K
|
20.1K
$554K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
15+ 2.8% |
$376 - $402
|
550
$15.2K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.97K+ 3.39% |
$74.4K - $79.7K
|
90.7K
$2.5M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-582- 4.61% |
$14.6K - $15.6K
|
12.1K
$333K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.78K- 18.03% |
$44.6K - $47.8K
|
8.09K
$223K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-205- 0.73% |
$5.13K - $5.5K
|
28K
$772K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
870+ 9.6% |
$21.8K - $23.3K
|
9.94K
$274K
|
|
Q2 2024 | |||||||
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.44KNew |
$228K - $246K
|
9.44K
$261K
|